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Artemis Strategic Bond Fund I Quarterly Inc

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearHighAverage5 star
10-Year*Above AverageAverage4 star
Overall*Above AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artemis Strategic Bond Fund I Quarterly Inc
  • BBgBarc Global Aggregate TR Hdg GBP
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev2.57 %
3-Yr Mean Return4.67 %
 
3-Yr Sharpe Ratio1.57
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 BBgBarc Global Aggregate TR Hdg GBP  ICE BofAML Sterling HY TR GBP
3-Yr Beta0.320.74
3-Yr Alpha3.27-0.26
 
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* This share class has performance data calculated prior to the inception date, 2014-04-01. This is based upon a simulated/extended track record, using the track record of Artemis Strategic Bond R Quarterly Inc (ISIN: GB00B09DMK36), 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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