Artemis Funds (Lux) - Short-Dated Global High Yield Bond I GBP Hedged AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 0.3 | 4.5 | -4.7 | 11.4 | 5.9 | |
+/-Cat | -3.3 | 0.6 | 6.1 | 0.1 | 1.2 | |
+/-B’mrk | -4.7 | -0.2 | 7.0 | -1.4 | 1.3 | |
Category: Global High Yield Bond - GBP Hedged | ||||||
Category Benchmark: Morningstar Gbl HY Bd GR Hd... |
Key Stats | ||
NAV 14/08/2024 | GBP 1.20 | |
Day Change | 0.09% | |
Morningstar Category™ | Global High Yield Bond - GBP Hedged | |
IA (formerly IMA) Sector | £ High Yield | |
ISIN | LU1988889587 | |
Fund Size (Mil) 14/08/2024 | USD 115.74 | |
Share Class Size (Mil) 14/08/2024 | GBP 2.63 | |
Max Initial Charge | - | |
Ongoing Charge 13/12/2023 | 0.41% |
Investment Objective: Artemis Funds (Lux) - Short-Dated Global High Yield Bond I GBP Hedged Acc |
The Fund aims to generate a return greater than the Benchmark, after the deduction of costs and charges, over rolling three-year periods, through a combination of income and capital growth. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
David Ennett 20/06/2019 | ||
Jack Holmes 30/09/2022 | ||
Inception Date 20/06/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Secured Overnight Financing Rate(SOFR) | Morningstar Gbl HY Bd GR Hdg GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Artemis Funds (Lux) - Short-Dated Global High Yield Bond I GBP Hedged Acc | 30/06/2024 |
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