Funds for the future distributed across Europe by Artemis.
Artemis Positive Future Fund Launches in the European Union
Artemis Investment Management has announced the launch of the Artemis Positive Future equity fund (ISIN: LU2342621906) in the European Union. This new fund aims to invest in companies that are actively shaping economic and social transformation within their industries, focusing on mid-cap companies as a diversification opportunity in a sector dominated by growth and quality strategies invested in large-cap stocks [1].
The Artemis Positive Future equity fund is managed by a team of specialists in sustainable investing: Craig Bonthron, Neil Goddin, Jonathan Parsons, and Ryan Smith. These managers joined Artemis from Aegon Asset Management in November 2020 [1]. The fund is now available in countries like Germany, as it has been adapted from a UK structure into a Luxembourg structure.
The investment objective of the Artemis Positive Future Fund is to grow capital over five years by selecting companies that meet the manager’s criteria for positive impact through their products, services, operational practices, and future capacity for improvement [1]. The fund focuses on environmental, social, and governance (ESG) criteria to identify the winners of the trend towards sustainability. It actively engages with investee companies on material ESG issues and expects positive development over time [1].
Regarding compliance with the EU's Sustainable Finance Disclosure Regulation (SFDR) Article 9, while no explicit classification is stated, the fund complies with the FCA’s Sustainability Disclosure Requirements (SDR), a regulatory regime related to sustainability disclosures akin to SFDR [1]. This suggests the fund is committed to transparency on sustainability-related impacts suitable for investors interested in sustainable finance.
The Artemis Positive Future Fund is suitable for investors seeking exposure to mid-cap companies with a clear positive sustainability impact and who want transparency on sustainability risks and impact metrics consistent with regulatory expectations for sustainable investment products. However, for exact classification and detailed disclosures related to SFDR Article 9, it is recommended to consult the fund’s official regulatory documents or Artemis’ prospectus.
The fund focuses on a concentrated portfolio of 35 to 45 long-term positions in companies that are breaking away from outdated business models. It provides an opportunity for investors to back companies that are at the forefront of transforming their industries and making a positive impact on society and the environment.
A confirmation email has been sent to activate the subscription for the Artemis Positive Future equity fund. If you have not received the email, please check your inbox or spam folder. For any further queries, you can reach out to Artemis Investment Management directly.
[1] Source: Artemis Investment Management press release, [date]
- To align with the Artemis Positive Future Fund's focus on technology, the team of specialists may seek companies that leverage advanced technology to create positive environmental and social impact.
- Given the fund's aim of investing in companies that are actively shaping transformation within their industries, some of the investments in the Finance sector could be technology-driven firms that innovate in the realm of sustainable finance and investing.
