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LSE - Delayed Quote GBP

Artemis Monthly Distribution I Acc (0P0000W4FV.L)

1.3792
+0.0024
+(0.17%)
As of May 6 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.77%
5y Average Return 9.35%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (May 6, 2025) 18.26%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 18.26%
Worst 3Y Total Return 1.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000W4FV.L
Category
YTD
3.37%
0.00%
1-Month
-0.56%
0.00%
3-Month
3.37%
0.00%
1-Year
10.41%
0.00%
3-Year
6.94%
0.00%
5-Year
10.64%
0.00%
10-Year
6.42%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000W4FV.L
Category
2025
--
--
2024
15.69%
--
2023
7.03%
--
2022
-5.61%
--
2021
14.08%
--
2020
0.79%
--
2019
12.69%
--
2018
-7.77%
--

2017
8.97%
--
2016
17.93%
--
2015
8.27%
--
2014
9.57%
--
2013
18.26%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.37% -- -- --
2024 8.32% 1.74% 2.36% 2.55%
2023 -0.82% -0.40% 2.52% 5.70%
2022 -1.20% -6.32% -2.16% 4.23%
2021 4.16% 3.26% 1.68% 4.30%
2020 -16.21% 10.17% 1.93% 7.11%
2019 5.42% 3.77% 1.92% 1.07%
2018 -3.65% 3.07% 0.98% -8.03%
2017 4.55% 0.36% 0.87% 2.96%
2016 1.10% 3.91% 8.10% 3.84%

2015 7.86% -2.48% -1.61% 4.62%
2014 4.55% 2.91% -0.07% 1.91%
2013 10.44% -0.67% 1.99% 5.70%
2012 6.26% 4.37% -- --

Rank in Category (By Total Return)

YTD 4
1-Month 6
3-Month 4
1-Year 1
3-Year 1
5-Year 1

Load Adjusted Returns

1-Year 10.41%
3-Year 6.94%
5-Year 10.64%
10-Year 6.42%

Performance & Risk

YTD Return 3.77%
5y Average Return 9.35%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Artemis Fund Managers Limited
Net Assets 958.32M
YTD Return 3.37%
Yield 4.12%
Morningstar Rating
Inception Date Mar 13, 2020

Fund Summary

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