Artemis Strategic Bond Fund

Currently viewing

Bid price
98.11p

Offer price
99.78p

Distribution yield
3.95%

As at
20 Sep 2017

ISIN
GB00B2PLJR10

The Artemis Strategic Bond Fund invests in bonds issued by governments and companies. By shifting between different types of bonds as the economic cycle turns and as market conditions change, the managers aim to preserve capital in difficult times and to profit when conditions improve. 

  • Flexible approach: traditional bond funds restrict themselves to one area of the bond market. This fund, however, invests more widely, moving between government bonds and investment-grade and high-yield bonds issued by companies as conditions change.
  • Performance through varying economic conditions: since its launch in 2005, the fund has outperformed its peers and its distribution units currently offer investors an attractive yield.
  • Spreading risk: the fund typically holds between 100–130 positions and is well diversified by sector, the quality of the bond issuers, and the length of time until bonds are paid. The manager has the flexibility to use derivatives (such as credit default swaps or futures) with the aim of reducing risk or to manage the fund’s duration.
  • Experience: manager James Foster has over 20 years’ experience of managing bond funds.

The fund has been risk-profiled by Distribution Technology as a 4 – lowest medium risk.
Dynamic Planner 4

James Foster

Introducing the Artemis Strategic Bond Fund

James Foster explains how he manages the Strategic Bond Fund.

Fund managers

James Foster

James Foster

Since launch

James has managed the Artemis Strategic Bond Fund with Alex Ralph since launch in June 2005.

Alex Ralph

Alex Ralph

Since launch

Alex runs the Artemis Strategic Bond Fund alongside James Foster and is the manager of the Artemis High Income Fund.

Key facts