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Artemis Strategic Bond I Monthly Inc (0P0000KKC5.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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50.40-0.06 (-0.12%)
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Artemis Strategic Bond I Monthly Inc

42 Melville Street

Management information
,Lead manager since 1 November 2023
Grace is a fund manager in the Artemis fixed income team. She joined Artemis in December 2019 from Kames Capital, where she was co-manager of a range of investment grade bond funds, including the Kames Investment Grade Bond Fund and the Kames Investment Grade Global Bond Fund. Since 2015, she has also covered various sectors including automobiles, pharmaceuticals and insurance. Before joining Kames, she started her career at PwC in 2012, where she qualified as a chartered accountant. Grace graduated from Imperial College, London with a degree in Mathematics. She is an ACA and CFA charter holder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyArtemis Fund Managers Limited
Net assets915.17M
YTD return1.35%
Yield4.39%
Morningstar rating★★★★
Inception date30 Jun 2005

Fund operations

Last dividend0.01
Last cap gainN/A
Holdings turnover163.00%
Average for categoryN/A

Fees and expenses

Expense0P0000KKC5.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A