Artemis Strategic Bond Fund Class QI Distribution Units


Buy Price (as of 20/04/2018) £0.875  Sell Price (as of 20/04/2018) £0.8603   Day Change :  -0.01%     Fund Code:  ATSQI 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Biography

James has managed the Artemis Strategic Bond Fund with Alex Ralph since launch in June 2005. He has also run the Artemis Monthly Distribution Fund with Jacob de Tusch-Lec since its launch in May 2012. James has 20 years' experience of managing bond funds and was one of the first to establish a retail bond fund in the UK. He joined Artemis in April 2005 from F&C Asset Management where he was the head of credit, ultimately responsible for about 15 billion of assets.

Biography

Alex runs the Artemis Strategic Bond Fund alongside James Foster and is the manager of the Artemis High Income Fund. She graduated in 2000 from the London School of Economics and joined Royal Sun Alliance, as a credit analyst. In 2002, Alex moved into managing retail bond funds with ISIS, initially specialising in the high-yield market but later adding duration and investment-grade positioning. Alex joined Artemis in April 2005 and is a CFA charterholder.
Investment HouseArtemis
Fund ProviderArtemis Fund Managers Limited
ManagerJames Foster   Biography
ManagerAlex Ralph   Biography

Fund Objective The fund seeks to achieve a total return by investing predominantly in fixed income markets

Key Statistics

Fund Status
Fund TypeUNIT TRUST
ISINGB00BJT0KT28
12-Month NAV High -
12-Month NAV Low -
Fund Comparative Index -
Morningstar CategoryTMGlobal Flexible Bond - GBP Hedged
Dividend FrequencyQuarterly
Distribution Yield3.97%

Annual Charges

Morningstar ratings

 as of  31/03/2018
Overall5 star
3 Years5 star
5 Years5 star
10 Years4 star

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  20/04/2018

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
3.090.340.593.492.65
Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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