Artemis' de Tusch-Lec on the future of global equity income

Artemis' de Tusch-Lec tells Dan Jones how he swapped high quality names for value stocks to send his £260m fund into the top quartile over three years.

Launched three years ago this month, the Artemis Global Income fund has delivered top-quartile returns for investors under the stewardship of Jacob de Tusch-Lec. Amid burgeoning interest in the asset class, the £260m vehicle is top of the IMA Global Equity Income sector over one year, according to Morningstar, returning 34.9% compared with a sector average return of 24.8%. It is also top quartile over three years, returning 59.5% against a sector average of 45.6%. Here de Tusch-Lec speaks about the implications of a withdrawal of quantitative easing, the less-favoured UK stocks he ...