Artemis Strategic Bond Fund R Monthly AccRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 5.3 | 0.2 | -10.9 | 7.5 | 3.8 | |
+/-Cat | 0.1 | 0.2 | -2.1 | 0.4 | -0.3 | |
+/-B’mrk | 0.1 | 2.1 | 2.5 | 1.7 | 1.4 | |
Category: Global Flexible Bond - GBP Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 08/11/2024 | GBP 1.05 | |
Day Change | 0.53% | |
Morningstar Category™ | Global Flexible Bond - GBP Hedged | |
IA (formerly IMA) Sector | £ Strategic Bond | |
ISIN | GB00B09DML43 | |
Fund Size (Mil) 29/10/2024 | GBP 855.58 | |
Share Class Size (Mil) 08/11/2024 | GBP 20.48 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 1.09% |
Morningstar Research |
Analyst Report | 01/12/2023 Evangelia Gkeka, Senior Analyst Morningstar, Inc |
Given the changes at the helm of Artemis Strategic Bond that took please in September 2021, we still need to build our conviction in the new team’s ability to successfully execute this flexible and unconstrained process and produce long-term... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: Artemis Strategic Bond Fund R Monthly Acc |
The fund aims to provide a combination of income and capital growth over a five year period. The fund invests 80% to 100% in debt and debt-related securities (of any credit quality). The fund may also invest in cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments, company shares, and derivatives. The fund may use derivatives such as futures, forwards, swaps and options. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
David Ennett 01/11/2023 | ||
Liam O'Donnell 30/11/2023 | ||
Click here to see others | ||
Inception Date 30/06/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA £ Strategic Bond | Morningstar Gbl Core Bd GR Hdg GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Artemis Strategic Bond Fund R Monthly Acc | 30/09/2024 |
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