Artemis High Income I Quarterly Acc
Artemis High Income I Quarterly Acc
ISIN:
GB00BJMD6R83
Risk level:
FE fundinfo Rating:
1 of 5
IA Sector:
IA Sterling Strategic Bond
Income type:
Accumulation
Price:
117.6900GBX
28 March 2024
Last change:
icon-up-small 0.19%
1 year change:
icon-up-small 12.22%
5 year annualised return:
3.26%
12 month yield:
6.35%
At a glance performance and information
Eligibility:
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice
Add to chart:
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Artemis High Income I Quarterly Acc
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IA Sterling Strategic Bond
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IA Sterling Strategic Bond
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: To provide a combination of a high level of income and capital growth, before fees, over a rolling five year period. The manager defines a high level of income as equal to, or in excess of, the average yield of the funds in the fund’s Investment Association sector, the Strategic Bond sector.
Manager name:
Artemis Fund Managers Limited
Manager start date:
08 September 2021
Investment style:
Strategic Investment
Region (geographical):
United Kingdom
Manager Biography:
David joined Artemis in February 2019 from Kames Capital, where he was Head of High Yield. Prior to this he was Head of European High Yield at Standard Life Investments and previously a high yield portfolio manager at Old Mutual Asset Managers in London. David began his career in leveraged finance with roles in banking in Sydney with NAB, and in London with RBS and CIBC. He graduated from the Australian National University with a degree in Political Science and Economics in 2001 and is a CFA charterholder. He co-manages Artemis‘ ‘global high yield‘ strategies, the bonds component of Artemis‘ ‘monthly distribution‘ strategy and Artemis‘ ‘high income‘ strategy.
Benchmark:
IA Sterling Strategic Bond
Sector:
IA Sterling Strategic Bond
FE fundinfo Rating:
1 of 5
Fees and Charges
Asset Allocation
Fund size: 828,235,470.44 GBX
Chart date: March 28, 2024
Top 10 Holdings
Sectors
World regions
What is ESG?
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
ESG Metric
Score
MSCI ESG Quality Score (0-10)
6.6
MSCI ESG Quality Score - Peer Percentile (0-100)
42%
MSCI ESG Quality Score - Global Percentile (0-100)
58%
Fund Environmental Impact Involvement (%)
9%
Fund Social Score Impact Involvement (%)
5%
Fund Severe Governance Controversies Involvement (%)
8%