Artemis Strategic Bond Fund

Currently viewing

Mid price
85.17p

Distribution yield
3.00%

As at
19 Jul 2019

ISIN
GB00BJT0KT28

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.

Back to the top

Investment team

James Foster

James Foster

Fund manager, since launch

James joined Artemis in April 2005 and manages the Artemis Strategic Bond Fund and the Artemis Monthly Distribution Fund which were launched in June 2005 and May 2012 respectively.

Alex Ralph

Alex Ralph

Fund manager, since launch

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

Back to the top

Back to the top

Back to the top

Key facts

Back to the top