Artemis Strategic Bond Fund I Quarterly Acc

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearHighAverage5 star
10-YearHighAverage5 star
Overall*HighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artemis Strategic Bond Fund I Quarterly Acc
  • BBgBarc Global Aggregate TR Hdg GBP
%
Volatility Measurements31/07/2020
 
3-Yr Std Dev5.13 %
3-Yr Mean Return3.45 %
 
3-Yr Sharpe Ratio0.55
 
Modern Portfolio Statistics31/07/202031/07/2020
 Standard IndexBest Fit Index
 BBgBarc Global Aggregate TR Hdg GBP  ICE BofA Sterling HY TR USD
3-Yr Beta1.020.53
3-Yr Alpha-0.581.18
 
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* This share class has performance data calculated prior to the inception date, 2008-03-07. This is based upon a simulated/extended track record, using the track record of Artemis Strategic Bond R Quarterly Acc (ISIN: GB00B09DMJ21), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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