Artemis Short-Duration Strategic Bond I Acc
- Citicode
- QQHX
- Launch Date
- 03-12-2019
- Fund Size
- £523,876,850
- Yield
- 4.81%
- Ongoing Charge
- 0.39%
- Fund Managers
- Jack Holmes
Liam O'Donnell
Stephen Snowden
Fund Objective
To generate a return that exceeds the Markit iBoxx 1-5 year £ Collateralised & Corporates Index, after fees, over rolling three-year periods, through a combination of income and capital growth, by investing in a portfolio of global debt and debt-related securities whilst maintaining an aggregate portfolio duration of below 4 years (duration is a measure of the sensitivity of the prices of bonds to changes in interest rates).
Top 10 Holdings
Asset Class
Fund Manager
Jack Holmes
Start Date
01-11-2023
Bio
Jack co-manages Artemis’ 'global high yield bond' strategy, 'high income' strategy and 'target return bond' strategy, plus the bonds element of Artemis‘ ‘monthly distribution‘ strategy. Jack joined Artemis in June 2019 from Kames Capital, where since 2016 he co-managed a range of high yield bond funds and was involved in the management of the Strategic Bond strategy. Before that, he was an investment analyst at Standard Life Investments. Jack began his career as an economist at Cambridge Econometrics after graduating from Trinity College Dublin with a first class honours degree in economics. He is a CFA charterholder.
Fund Manager
Liam O'Donnell
Start Date
30-11-2023
Bio
Liam leads the Artemis fixed income team’s strategy on macro and rates. He joined Artemis in November 2023 from abrdn where he was head of nominal rates and a fund manager on a number of strategies including abrdn’s Strategic Bond fund. He has a degree in Theoretical Physics from Trinity College Dublin.
Fund Manager
Stephen Snowden
Start Date
03-12-2019
Bio
With a BSc and a MSc in Finance from Queen’s University, Belfast, in 1994 Stephen started his career at Aegon Asset Management (now Kames Capital) as a US equity analyst and fund manager. In 1998 he moved to fixed income, becoming manager of Kames’ Sterling Corporate Bond Fund in June 2000. Stephen then joined Old Mutual Asset Managers and managed their Corporate Bond Fund from 2004 – 2011, when he returned to Kames. There, as co-head of fixed income, he was co-manager of the Kames Investment Grade Bond Fund, the Investment Grade Global Bond Fund and the Absolute Return Bond Fund until November 2018. In May 2019 Stephen joined Artemis as a partner, to lead our fixed income team.
Data source:
All financial data is supplied by FE
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