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Artemis Monthly Distribution Fund C Inc (0P0001JG48.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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70.81+0.11 (+0.16%)
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Artemis Monthly Distribution Fund C Inc

42 Melville Street

Management Information
,Lead Manager since September 30, 2022
Jack, a native of Omaha, joined the WealthPlan team at the end of 2014. He spearheads the investment analysis and portfolio management areas. Jack most recently spent three years as a portfolio manager and research analyst for a local independent trust company and, prior to that, spent four years working in corporate risk management and retirement account services for a national broker-dealer. Jack obtained a Master’s degree in Security Analysis and Portfolio Management from Creighton University and a Bachelor of Science degree from Colorado State University in Finance.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyArtemis Fund Managers Limited
Net Assets730.22M
YTD Return8.20%
Yield4.45%
Morningstar Rating★★★★★
Inception DateMar 13, 2020

Fund Operations

Last Dividend0.01
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0001JG48.LCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A