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Artemis Strategic Bond

Ranked 16 out of 60 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

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.


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.

Showing fund performance in United Kingdom View performance globally


Sterling Strategic Bond over : 31/05/2017 - 31/05/2018
  • Rank 16/60 Total Return
  • Rank 28/60 Standard Deviation
  • Rank 23/60 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7%
2017 7.2% 2.3% 2.3% 1.0% 1.4%
2016 8.8% 0.9% 2.1% 5.1% 0.5%
2015 2.1% 3.3% -1.1% -1.3% 1.2%
2014 4.7% 2.6% 1.8% -0.6% 0.9%
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 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 size118Mn
  • Base currencyGBP
  • ISIN GB00B09DMJ21

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50


  • Annual management1.00%
  • Initial investment0

Related News

Skandia merges Artemis Strategic Bond mirror into Old Mutual fund

A mirror version of the Artemis Strategic Bond fund run for Skandia is to be closed, with the assets transferred into an Old Mutual product.

Hargreaves Lansdown reveals the 27 super clean funds on 150+

Hargreaves Lansdown has revealed the 27 heavily discounted funds on its 150+ list, which is says has slashed investment fund pricing by 24%.

Artemis' Foster: US set for most extreme contraction ever seen

The US will see 5% wiped off economic growth next year due to the fiscal cliff in January, warns Artemis’s James Foster.

Artemis’ Foster: ECB pumping banks with 'heroin'

The European Central Bank’s three-year cheap loan programme is ‘putting the banks on a course of heroin,’ which they will have to come off before long, said James Foster.

James Foster: UK could lose AAA rating next year

The UK is in danger of losing its prized safe haven status if growth remains weak, rendering gilts unattractive, said Artemis’ James Foster.

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