Artemis Target Return Bond I GBP Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.49%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkBank of England Base Rate + 2.5% TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.41%
  • IA SectorTargeted Absolute Return
  • Manager GroupArtemis
  • DomicileUnited Kingdom

Investment Strategy

The Sub-Fund aims to achieve a positive return of at least 2.5% above the Bank of England (BOE) base rate, after fees, on an annualised basis over rolling three-year periods.The Sub-Fund invests in bonds in any currency, directly or indirectly using derivatives, including: government bonds, corporate bonds, asset-backed securities, and mortgage-backed securities. The sub-fund may also invest in cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, and money market instruments.

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