|Asset Group||Asset Sub-Group||Investment Category|
|Fixed Income||Mixed asset||Income|
James Foster and Jacob de Tusch-Lec have run the fund since its inception in 2012. They are responsible for the portfolio’s bond and equity holdings respectively. They take the same approach as they do with other funds they manage. Foster takes his best ideas from the Artemis Strategic Bond fund, while de Tusch-Lec uses the same stock-picking approach and core income ideas from the Artemis Global Income fund. The managers believe their differing but complementary perspectives allow them to identify where the value lies in a company’s capital structure. In some cases, a company’s bonds will offer a better return than its shares and vice versa.
The managers favour quality businesses in robust financial positions. They do not ignore what is going on in the wider economy either. They select the holdings they feel are right for prevailing economic conditions. De Tusch-Lec points out that while some other income funds rely on defensive income stocks, this fund takes a more flexible approach to investing in equities, holding value or cyclical stocks depending on the prevailing conditions at the time. The fund has an ongoing charge of 0.84%.
Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.
Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab.
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