Artemis Strategic Bond Class MI - Income (GBP)
Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
The fund is managed by David Ennett, Grace Le and Liam O'Donnell, who took over managing the fund at the start of November 2023.
The managers aim to provide a combination of income and capital growth over the long term by investing across different areas of the bond market. They aren't afraid to position the fund differently to many peers in the Strategic Bond sector, with positioning based on their wider market views as well as where they are finding the best investment opportunities.
This means the fund could provide something different to a bond portfolio, add some diversification to a shares portfolio, or be considered for an income-focused portfolio. The managers can invest in high-yield bonds and have the flexibility to use derivatives which adds risk.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
24/04/19 to 24/04/20 | 24/04/20 to 24/04/21 | 24/04/21 to 24/04/22 | 24/04/22 to 24/04/23 | 24/04/23 to 24/04/24 | |
---|---|---|---|---|---|
Annual return | 1.77% | 8.02% | -4.82% | -4.16% | 5.97% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.