Artemis Target Return Bond Fund

Currently viewing

Price
94.54p

Distribution yield
3.70%

As at
04 Oct 2022

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.
 

The fund’s approach to responsible investing

Read about our approach to responsible investing for more details and how our funds are assessed.

Source: Artemis as at 29 October 2021.

Investment team

Back to the top

Back to the top

Back to the top

Back to the top

Key facts

Back to the top

Back to the top

Back to the top