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LSE - Delayed Quote GBP

Artemis Monthly Distribution Fund (0P0001JG48.L)

0.7468
+0.0030
+(0.40%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 3.46%
5y Average Return 9.16%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (May 2, 2025) 17.64%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 17.64%
Worst 3Y Total Return 1.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001JG48.L
Category
YTD
3.27%
0.00%
1-Month
-0.59%
0.00%
3-Month
3.27%
0.00%
1-Year
10.00%
0.00%
3-Year
6.53%
0.00%
5-Year
10.21%
0.00%
10-Year
5.88%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001JG48.L
Category
2025
--
--
2024
15.27%
--
2023
6.62%
--
2022
-6.00%
--
2021
13.62%
--
2020
0.35%
--
2019
12.33%
--
2018
-8.36%
--

2017
8.26%
--
2016
16.96%
--
2015
7.58%
--
2014
8.86%
--
2013
17.64%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.27% -- -- --
2024 8.22% 1.65% 2.27% 2.46%
2023 -0.95% -0.49% 2.42% 5.61%
2022 -1.30% -6.42% -2.26% 4.12%
2021 4.06% 3.16% 1.58% 4.19%
2020 -16.33% 10.07% 1.80% 7.04%
2019 5.59% 3.61% 1.75% 0.91%
2018 -3.80% 2.91% 0.82% -8.18%
2017 4.37% 0.20% 0.71% 2.79%
2016 1.00% 3.48% 7.93% 3.68%

2015 7.69% -2.63% -1.77% 4.45%
2014 4.37% 2.75% -0.24% 1.75%
2013 10.36% -0.78% 1.82% 5.52%
2012 6.12% 4.22% -- --

Rank in Category (By Total Return)

YTD 4
1-Month 6
3-Month 4
1-Year 2
3-Year 1
5-Year 2

Load Adjusted Returns

1-Year 10.00%
3-Year 6.53%
5-Year 10.21%
10-Year 5.88%

Performance & Risk

YTD Return 3.46%
5y Average Return 9.16%
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 3.27%
Yield 4.32%
Morningstar Rating
Inception Date Mar 13, 2020

Fund Summary

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