Quick Stats

Bid Price GBX 57.81 Offer Price GBX 58.77
Mid Price - Day Change GBX +0.04 (0.07%)
Price Date 18 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 3.85 %
Total Expense Ratio 0.59 Fund Size 1,169,960,357.14
Launch Date 30/06/2005 Standard Initial Charge (%) 1.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 250,000.00 Total Expense Ratio (%) 0.59
ISIN GB00B2PLJS27 Min TopUp (£) 500.00

Fund Objective

The fund seeks to achieve a combination of income and capital growth by investing predominantly in fixed income markets.

Fund Managers

James Foster
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.
Alex Ralph
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.