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Artemis Strategic Bond

Ranked 25 out of 57 in - Sterling Strategic Bond over 12 months
All calculations are in GBP

Managed by

James Foster

James Foster has over 15 years experience managing bond funds, joining Artemis in April 2005. Prior to this James held the post of Head of Credit with F&C Asset Management where he was ultimately responsible for about £15bn of assets. He has managed all the major bond asset classes focusing more recently on discretionary bond portfolios and, alongside Alex Ralph, James currently manages the Artemis Strategic Bond Fund. In assessing potential investments James looks for companies which have improving credit fundamentals and can pay their coupon throughout the lifetime of the bond. An economics graduate from the University College of Wales, Aberystwyth, his extra-curricular activities include politics and sailing.

Alex Ralph

Born in Poole, Alex Ralph graduated from the LSE in 2000 with a BSc in Economics, before joining Royal & Sun Alliance where she trained as a credit analyst. In 2002 Alex took on her first fund management responsibilities working with ISIS prior to their merger with F&C, where she remained until 2005. Now with Artemis, Alex is a CFA charterholder and is currently responsible for the Artemis Strategic Bond fund. She bases investment decisions on the philosophy adopted by Artemis since the launch of the fund, focusing on the corporate cycle and companies considered to be sound but slightly over geared. Away from the office Alex includes diving and running amongst her pastimes as well as an interest in music.

Objective

The Fund seeks to achieve a total return by investing predominantly in fixed income markets. The Fund aims to achieve its objective by investment predominantly in fixed income markets but may selectively invest in other markets. Equal emphasis is given to the security of capital and income although from time to time one may take prominence over the other in accordance with the strategy being pursued. The Fund may also invest in other transferable securities, units of collective investment schemes, money market instruments, warrants, cash and near cash, derivatives and forward transactions and other investments to the extent that each is permitted by the Regulations.

Performance

Sterling Strategic Bond over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 4.8% 2.6% 1.8% 0.3%
2013 8.2% 2.1% 0.1% 2.9% 3.0%
2012 16.4% 6.7% 0.2% 4.9% 3.8%
2011 -0.5% 3.6% 1.1% -7.7% 3.0%
2010 12.4% 6.6% -2.7% 8.3% 0.2%
2009 33.5% -6.2% 18.3% 16.4% 3.4%
2008 -19.0% -6.1% 4.2% -6.6% -11.4%
2007 2.4% 1.7% 0.3% 0.1% 0.4%
2006 6.8% 1.7% -0.4% 3.7% 1.7%
2005 4.4% 2.5% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/06/2005
  • Share Class size957Mn
  • Base currencyGBP
  • ISIN GB00B09DMJ21

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment50

Charges

  • Annual management1.0%
  • Initial investment5.25

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...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).