Artemis Strategic Bond Fund

volatility is providing plenty of opportunities

This fund was launched in June 2005 and has been managed by James Foster since that date. Its advantage compared to other funds is the size of the fund which provides the manager with greater flexibility. In this update James focused on where he is finding value and where he is less enthused.

We started by looking at Government Bonds and James explained that nearly 30% of government bonds globally are negative and with low inflation and little signs of rising interest rates across the developed world his outlook is pretty negative.

In Europe interest rates have moved to zero with deposit rates at -0.40%, the US has indicated that rates are unlikely to rise more than once this year and in the UK any increase is now likely to be in 2017 at the earliest which supports his negative view. He added the fund does have a small exposure to bunds and gilts to provide some downside protection but he is not looking to add to this…(read more)

Fund Facts Morningstar

 

Notes

Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.