­
Rosan Select Logo

Artemis Short-Duration Strategic Bond I Acc

Citicode
QQHX
Launch Date
03-12-2019
Fund Size
£505,103,540
Yield
4.81%
Ongoing Charge
0.39%
Fund Managers
Jack Holmes
Liam O'Donnell
Stephen Snowden
Benchmark: IA Sterling Strategic Bond
Investment
Artemis Short-Duration Strategic Bond I Acc
3 months
6 months
1 Year
3 years
5 years

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

Euro-bobl Future...Us 5yr Note (Cbt)...United Kingdo Ts...Uk Treasury 4.1...Us91282cle92Motability Operatio...Bayerische Lande...New Zealand(gove...Legal & General...Whitbread Plc 3.3...1212111110109988776655443322110011%8.7%5.1%3.9%2.7%1.8%1.7%1.6%1.5%1.5%

Asset Class

Global Investment Grade Fixed Interest
Uk Gilts
Uk Fixed Interest
Us Fixed Interest
Us Government Fixed Interest
Money Market
New Zealand Government Fixed Interest
French Fixed Interest
Luxembourg Fixed Interest
German Fixed Interest
African Fixed Interest
Dutch Fixed Interest
Finnish Fixed Interest
American Emerging Fixed Interest
Swedish Fixed Interest
Australian Fixed Interest
Belgian Fixed Interest
Polish Fixed Interest
Canadian Fixed Interest
Swiss Fixed Interest
Canadian Government Fixed Interest
Others
55.1%11.8%9.5%6.3%3.9%3.1%

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

Disclaimer:

Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.