We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

Artemis Strategic Bond Class QI - Income (GBP)

Sell:77.61p Buy:77.61p Change: 0.08p (0.10%)
Prices as at 17 July 2024
Sell:77.61p
Buy:77.61p
Change: 0.08p (0.10%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 17 July 2024
Sell:77.61p
Buy:77.61p
Change: 0.08p (0.10%)
Prices as at 17 July 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Strategic bond funds have the freedom to invest across the fixed-interest spectrum, from traditional government and corporate bonds to higher-risk high-yield bonds. They can also invest up to 20% of the fund overseas and potentially benefit from currency movements. But this relies on the skill of the fund manager in making the right calls. Given the huge flexibility fund managers in this sector have, each fund should be judged on its own merits. Some focus on generating an income while others try to grow investors' money, or shelter it when times get tougher.

Performance Analysis

Investment Philosophy

Process and Portfolio Construction

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

16/07/19 to 16/07/20 16/07/20 to 16/07/21 16/07/21 to 16/07/22 16/07/22 to 16/07/23 16/07/23 to 16/07/24
Annual return 3.75% 4.93% -9.81% -0.60% 10.84%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

Information about the fund

Fund manager biography

Manager Name: Juan Valenzuela
Manager start date: 8 September 2021
Manager located in: Edinburgh

Juan has degrees in both Law and Business from Carlos III University in Madrid. He began his career in 2003 at JP Morgan in Edinburgh. He joined SWIP in 2006 to manage several mandates, including its Absolute Return Bond Fund. Juan went next to Alliance Trust, where from 2012 he helped launch and then co-managed the Dynamic Bond Fund. Before joining Artemis in February 2019, Juan worked from 2015 at Kames Capital, where he co-managed Kames' Strategic (onshore and global) Bond Funds, LBPAM Kames Absolute Return Bond Fund and Core Plus Fund. Juan is a CFA charterholder.

Manager Name: David Ennett
Manager start date: 1 November 2023
Manager located in: TBC

TBC

Manager Name: Grace Le
Manager start date: 1 November 2023
Manager located in: TBC

TBC

Manager Name: Liam O'Donnell
Manager start date: 30 November 2023
Manager located in:

TBC

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now