The fund’s approach to responsible investing
Read about our approach to responsible investing for more details and how our funds are assessed.
07 Dec 2021
The Artemis Corporate Bond Fund invests predominantly in investment grade bonds issued by companies. An investment grade rating signifies that a bond is regarded by credit rating agencies as having a relatively low risk of defaulting on its payments.
The fund aims to generate a return greater than the iBoxx GBP Collateralized & Corporates Index, after fees, over rolling three-year periods. It seeks to do this through a combination of income and capital growth. Our managers use indices provided by third party firms as benchmarks for comparing performance and the level of risk taken by their funds. However, as active managers our teams do not select companies and industries based on the proportions of the index they represent.
The value of the bonds selected by the managers may fall as well as rise with movements in bond markets or owing to factors specific to individual companies. This could mean investors may not get back the amount they originally invested. There is a risk that a company issuing a bond may default on its regular payments or not pay back the initial value of the bond at the end of the payment term.