Fund changes
Important information about changes to our funds.
Here you’ll find a list of recent and forthcoming changes across our fund range. This includes fund and share class mergers or transfers, fund manager appointments, changes to fund objectives and or names, and changes that may occur as a result of regulatory initiatives.
Change to comparator benchmarks of Artemis Funds (Lux) – US Select and Artemis Funds (Lux) – US Smaller Companies
Last updated 6 Aug 2024
On 6 August 2024, the comparator benchmarks of Artemis Funds (Lux) – US Select and Artemis Funds (Lux) – US Smaller Companies will be changing from S&P 500 Total Return Index and Russell 2000 Total Return Index to S&P 500 Net Return Index and Russell 2000 Net Return Index, respectively.
Implementation of firmwide exclusions on weapons
Last updated 6 Aug 2024
Artemis applies a weapons exclusion (screening) policy, paying regard to various international conventions, such as the international convention on cluster munitions and anti-personnel mines. This policy applies to all the investment decisions made by Artemis.
We are including details of weapons exclusions that apply to all Artemis funds in our prospectuses.
Change to name, investment policy and negative screens of Artemis Funds (Lux) – Global Select
Last updated 6 Aug 2024
On 6 August 2024 we changed the name, investment policy and negative screens of Artemis Funds (Lux) – Global Select Fund.
Closure of Artemis Funds (Lux) – Positive Future
Last updated 10 May 2024
Artemis Funds (Lux) – Positive Future closed on 10 May 2024.
Closure of Artemis Funds (Lux) – Global Equity Income
Last updated 16 April 2024
Artemis Funds (Lux) – Global Equity Income closed on 16 April 2024.
Update to the investment policy of Artemis Funds (Lux) – US Extended Alpha
Last updated 30 June 2023
We updated the investment policy of Artemis Fund (Lux) – US Extended Alpha on 30 June 2023 to include negative screening (exclusions) and additional information about ESG factors and sustainability considerations.
Closure of Artemis Funds (Lux) – US Extended Alpha class FI accumulation USD
Last updated 21 October 2022
Shareholders should note the closure of the above share class of a sub-fund of Artemis Funds (Lux).
Clarification to investment policy of Artemis Funds (Lux) – US Select
Last updated 23 August 2022
We are clarifying the investment policy of Artemis Funds (Lux) - US Select to expressly disclose the possibility for the Fund to hold bank deposits and invest in money market funds and money market instruments. There will be no change in the Fund’s investment strategy and in the manner in which the Fund is being managed following this clarification.
Update to investment policies of Artemis Funds (Lux) – SmartGARP Global Emerging Markets Equity and Artemis Funds (Lux) – Positive Future
Last updated 19 August 2022
We are updating the investment policy of Artemis Funds (Lux) – SmartGARP Global Emerging Markets Equity to include details of negative screening (exclusions) and additional disclosure on sustainable investing. We are also updating the investment policy of Artemis Funds (Lux) – Positive Future to reflect amendments to the negative screening (exclusions).
Restructuring of the depositary and the administrator, registrar, transfer, domiciliary and paying agent
Last updated 21 January 2022
J.P. Morgan Bank Luxembourg S.A. will merge into J.P. Morgan AG which will change legal form to a European Company (Societas Europaea), being J.P. Morgan SE.
Update to investment policies of certain Artemis funds – Sustainable Finance Disclosure Regulation (“SFDR”)
Last updated 15 February 2022
The investment policies of a number of sub-funds of Artemis Funds (Lux) have been updated to include details of negative screening (exclusions) and additional disclosure on sustainable investing.
Non-dealing days
Last updated 22 September 2021
Artemis is making changes to the prospectuses of its range of funds to take account of days when markets are closed for business.
Closure of Artemis Funds (Lux) – US Absolute Return fund
Last updated 12 July 2021
Artemis Funds (Lux) – US Absolute Return fund was liquidated on 12 July 2021.
Change of name of Artemis Funds (Lux) – Global Emerging Markets
Last updated 28 May 2021
The name of the fund changed to Artemis Funds (Lux) – SmartGARP Global Emerging Markets Equity.
Update to investment policy of Artemis Funds (Lux) – US Absolute Return
Last updated 30 April 2021
We have updated the investment policy of Artemis Funds (Lux) – US Absolute Return so that investors can more easily understand how the fund is managed.
Update to investment policy of Artemis Funds (Lux) – Short-Dated Global High Yield Bond and Artemis Funds (Lux) – Global High Yield Bond
Last updated 30 April 2021
We have updated the investment policy of Artemis Funds (Lux) – Short-Dated Global High Yield Bond and Artemis Funds (Lux) – Global High Yield Bond funds.
Update to prospectus of Artemis Funds (Lux) including investment policy of Artemis Funds (Lux) – Global Select
Last updated 16 March 2021
We have updated the prospectus and the investment policy of Artemis Funds (Lux) – Global Select. The prospectus update includes new Sustainability Related Disclosures, an Environmental, Social and Governance (ESG) Investment Risk Disclosure and, in respect of the Artemis Funds (Lux) – Global Select (“the sub-fund”), provides you with more information about how the sub-fund is managed.
Transition from IBORs
Last updated 10 December 2020
Artemis is working to ensure there is minimal impact to our clients as a result of changes to IBORs. You do not need to take any action, and we will contact relevant clients in due course about any changes to our funds which we intend to make as a result.
Closure of Artemis Funds (Lux) – Pan-European Absolute Return fund
Last updated 25 March 2020
The Board of Artemis Funds (Lux) has taken the decision to liquidate Artemis Funds (Lux) – Pan-European Absolute Return. The effective date of the liquidation is 25 March 2020.
Notifications of changes to share classes
Notifications to shareholders of changes to share classes within the Artemis Funds (Lux) range of funds.