Artemis Target Return Bond Fund

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Mid price
100.85p

As at
21 Feb 2020

ISIN
GB00BJXPPJ80

The fund aims to achieve a positive return of at least 2.5% above the Bank of England base rate, after fees, on an annualised basis over rolling three-year periods. The fund has the ability to generate capital gains from long and short allocations across fixed income using physical bonds and derivatives. It invests mainly in developed-market government and investment-grade bonds but may also invest up to 40% in a combination of high-yield and emerging-market bonds.

  • Best ideas from an experienced team: Drawing on its different areas of expertise within fixed income, the team aims to identify opportunities across a broad investment universe.
  • Clarity about underlying investments: Sources of return are clearly bracketed within three modules: carry, rates and credit, providing investors with information on where risks are being taken and returns generated.
  • Attractive potential for risk-adjusted returns: Through a carefully weighted combination of directional and relative value trades, the team aims to invest in fixed-income markets without sacrificing liquidity, decreasing credit quality or exposing investors to an elevated level of interest rate sensitivity.
 

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Investment team

Stephen Snowden

Stephen Snowden

Fund manager, since launch

Stephen is a fund manager in the Artemis fixed income team.

Juan Valenzuela

Juan Valenzuela

Fund manager, since launch

Juan is a fund manager in the Artemis fixed income team.

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Key facts

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