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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Artemis Income Fund I Acc GBP: holdings, performance and fees
1Y return+15.4%
3Y return+62.8%
5Y return+71.0%
OCF (ongoing charge)0.80%
Top 10 holdings
| Holding | Weight |
|---|---|
| NATWEST GROUP PLC | 4.6% |
| LLOYDS BANKING GROUP PLC | 4.3% |
| BARCLAYS PLC | 4.2% |
| AVIVA PLC | 4.1% |
| GSK PLC | 4.1% |
| TESCO CORP | 4.0% |
| INFORMA PLC | 3.8% |
| IG GROUP HOLDINGS PLC | 3.6% |
| IMPERIAL BRANDS PLC | 3.4% |
| PEARSON PLC | 3.3% |
Top sectors
- Financials33.9%
- Consumer Discretionary19.5%
- Consumer Staples13.4%
- Health Care9.4%
- Industrials6.8%
Top countries
- UK95.5%
- Ireland1.5%
- Cash & Cash Equivalents1.1%
- Spain1.0%
- Netherlands0.9%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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