This month’s fund in focus is the Artemis Short Dated High Yield Bond Fund. This fund invests in high-yield bonds that are close to maturity. The fund aims to beat its benchmark, the Secured Overnight Financing Rate, after costs and charges, over rolling three-year periods, through income and capital growth. The funds target duration is 0-2 years. The distribution yield on this fund is currently a little over 5%, with the fund paying out quarterly distributions.
Points to Note:
Artemis Short Dated High Yield Bond Fund – 6 month Performance vs. Bloomberg Global Treasury Hedge
*Source Financial Express, www.artemisfunds.com, Financial Times
As always, you should only consider the investment views contained in this Market Insights update in the context of your own attitude to risk and how such choices might impact your Asset Allocation model. Should you wish to discuss your investment portfolio, please contact Harvest Financial Services on 01 2375500 or email firstname.lastname@example.org.
This marketing information has been provided for discussion purposes only. It is not advice and does not take into account the investment needs and objectives, financial position, risk attitude, liquidity needs, capital security needs and/or capacity for loss of any particular person. It should not be relied upon to make investment decisions.
Warning: Past performance is not a reliable guide to future performance. Warning:
The return may increase or decrease as a result of currency fluctuations