Artemis High Income Fund R Inc

Category GBP Allocation 40-60% Equity
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Last buy/sell price

£0.6475

arrow-up£0.002 (+0.36%)

Fund Code

0683809

GB0006838097

Prices updated as at 03 May 2024
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Prices in GBP
Investment objective
The objective of the Fund is to provide a combination of a high level of income and capital growth, before fees, over a rolling five year period. The manager defines a high level of income as equal to, or in excess of, the average yield of the funds in the fund’s Investment Association sector, the Strategic Bond sector. The Fund invests 80%-100% in bonds (of any credit quality) and up to 20% in company shares. The fund may also invest in cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments, and derivatives.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 04 May 2024, 00:05

Trailing returns (%) as of 04 May 2024, 00:05

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
31 Mar 13 - 31 Mar 1410.014.15
31 Mar 14 - 31 Mar 155.509.51
31 Mar 15 - 31 Mar 16-2.70-2.54
31 Mar 16 - 31 Mar 1710.4313.31
31 Mar 17 - 31 Mar 184.830.88
31 Mar 18 - 31 Mar 190.082.72
31 Mar 19 - 31 Mar 20-11.18-7.15
31 Mar 20 - 31 Mar 2122.4220.92
31 Mar 21 - 31 Mar 22-1.172.71
31 Mar 22 - 31 Mar 23-4.47-5.52
31 Mar 23 - 31 Mar 2410.748.45

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.030.01
1 Month-0.66-1.15
3 Months1.491.69
6 Months10.188.48
1 Year7.976.22
3 Years annualised0.860.68
5 Years annualised2.152.77
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.