Fund in Five: Artemis Strategic Bond Fund

With volatility set to prevail in the fixed income market, strategic bond funds can offer a flexibly managed allocation to the asset class. In this Fund in Five, the managers of the Artemis Strategic Bond Fund explain the key differentiators of this fund and how there can be more reliable ways of generating alpha than taking major macro or duration calls.

8 mins 34 secs

 

Key takeaways:

  • The fund adopts a non-directional investment process, with alpha generated from stock selection. 
  • Versus an average of 400 holdings per fund within the IA Strategic Bond sector, the portfolio is much more focused, typically only holding 170 names1. 
  • The fund is managed by three experts in their respective field, with David Ennett focused on high yield, Liam O’Donnell on government bonds and Grace Le managing the investment grade portion. 
  • Since the managers took over on 1 November 2023, to 30 June 2025, the fund has returned 19.75%, versus the IA Sterling Strategic Bond sector which is up 15.92%2. 
1Artemis as at 30 June 2025
2FE Fundinfo, as at 30 June 2025

 

Investment in a fund concerns the acquisition of units/shares in the fund and not in the underlying assets of the fund.

Reference to specific shares or companies should not be taken as advice or a recommendation to invest in them.

For information on sustainability-related aspects of a fund, visit the relevant fund page on this website.

For information about Artemis’ fund structures and registration status, visit artemisfunds.com/fund-structures

Any research and analysis in this communication has been obtained by Artemis for its own use. Although this communication is based on sources of information that Artemis believes to be reliable, no guarantee is given as to its accuracy or completeness.

Any statements are based on Artemis’ current opinions and are subject to change without notice. They are not intended to provide investment advice and should not be construed as a recommendation.

Third parties (including FTSE and Morningstar) whose data may be included in this document do not accept any liability for errors or omissions. For information, visit artemisfunds.com/third-party-data.

Important information
The intention of Artemis’ ‘investment insights’ articles is to present objective news, information, data and guidance on finance topics drawn from a diverse collection of sources. Content is not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or investment by Artemis or any third-party. Potential investors should consider the need for independent financial advice. Any research or analysis has been procured by Artemis for its own use and may be acted on in that connection. The contents of articles are based on sources of information believed to be reliable; however, save to the extent required by applicable law or regulations, no guarantee, warranty or representation is given as to its accuracy or completeness. Any forward-looking statements are based on Artemis’ current opinions, expectations and projections. Articles are provided to you only incidentally, and any opinions expressed are subject to change without notice. The source for all data is Artemis, unless stated otherwise. The value of an investment, and any income from it, can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.