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Artemis Short-Duration Strategic Bond I Acc

Citicode
QQHX
Launch Date
03-12-2019
Fund Size
£774,958,018
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

Asset Class

Fund Manager

Jack Holmes

Start Date

01-11-2023

Bio

Jack co-manages Artemis' Global High Yield Bond, Short-Dated Global High Yield Bond, High Income and Short-Duration Strategic Bond strategies, plus the bond element of Artemis' Monthly Distribution strategy. Jack joined Artemis in June 2019 from Aegon Asset Management, where 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

23-11-2023

Bio

Liam joined Artemis in November 2023 and leads the fixed income team’s strategy on macro and rates. He began his career as a risk and research analyst at Abbey Capital in 2005. In 2010 he joined Standard Life Investments as a risk manager before joining its rates team in 2012. He managed UK, European and global government bond mandates in addition to the abrdn Strategic Bond and AAA Income Funds. From 2018 he was head of UK rates and from 2019 head of nominal rates. He has a degree in theoretical physics from Trinity College Dublin and is a CFA charterholder.

Fund Manager

Stephen Snowden

Start Date

03-12-2019

Bio

Stephen joined Artemis in May 2019 and leads the fixed income team. After gaining a Bachelor of Science and a master's in finance from Queen’s University, Belfast, in 1994 Stephen started his career at Aegon Asset Management (formerly Kames Capital) as a US equity analyst and fund manager. In 1998 he moved to fixed income, becoming manager of the Aegon Sterling Corporate Bond Fund in June 2000. Stephen then joined Old Mutual Asset Managers, running its Corporate Bond Fund from 2004 to 2011, when he returned to Aegon. There, as co-head of fixed income, he co-managed the Aegon Investment Grade Bond Fund, the Investment Grade Global Bond Fund and the Absolute Return Bond Fund until November 2018.

Data source:

All financial data is supplied by FE

Disclaimer:

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