Do income investors really need more than bonds and equities?

Register to hear Jack Holmes and Jacob de Tusch-Lec, managers of the Artemis Monthly Distribution Fund, as they explain why simplicity remains powerful in multi-asset income investing. They will cover: 

• How income-generating assets can protect portfolios in down markets
• Why they look beyond the ‘usual suspects’ when selecting income stocks
• Why more than half of the fund’s fixed income allocation is in high yield bonds
• How they manage correlation risks and act quickly to maximise return opportunities 

Insight: Do income investors need anything apart from bonds and equities?

Many great thinkers through the ages have prized the concept of simplicity. Leonardo da Vinci believed it to be “the ultimate sophistication”; Albert Einstein quipped that “everything should be made as simple as possible, but not simpler”. Then why, I wonder, do so many investment professionals try to make things so complicated? 

Multi-asset strategies are a case in point. Many of them contain a wide variety of asset classes and different sleeves run by people who may have never even met. In this article, Artemis’ Jack Holmes makes the case for simplicity in multi-asset income investing.

Past performance is not a guide to the future. Source: Lipper Limited from 21 May 2012 to 31 Oct 2025, I Inc GBP. All figures show total returns with dividends and/or income reinvested, net of all charges.  

FOR PROFESSIONAL INVESTORS AND/OR QUALIFIED INVESTORS AND/OR FINANCIAL INTERMEDIARIES ONLY. NOT FOR USE WITH OR BY PRIVATE INVESTORS. This is a marketing communication. Before making any final investment decisions, and to understand the investment risks involved, refer to the fund prospectus and KIID/KID, available in English and in your local language (depending on local country registration), from the relevant fund page or literature section on www.artemisfunds.com. The documents can also be found on www.fundinfo.com.

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