Artemis Strategic Bond Fund I Quarterly Acc

Morningstar Rating™(Relative to Category)31/10/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average4 star
5-YearAbove AverageAverage5 star
10-YearAbove AverageAverage4 star
Overall*Above AverageAverage4 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Artemis Strategic Bond Fund I Quarterly Acc
  • BBgBarc Global Aggregate TR Hdg GBP
Volatility Measurements31/10/2020
3-Yr Std Dev5.11 %
3-Yr Mean Return3.13 %
3-Yr Sharpe Ratio0.49
Modern Portfolio Statistics31/10/202031/10/2020
 Standard IndexBest Fit Index
 BBgBarc Global Aggregate TR Hdg GBP  ICE BofA Sterling HY TR GBP
3-Yr Beta1.010.52
3-Yr Alpha-0.520.80
* 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(

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies