Artemis Strategic Bond Q Fund
| TOTAL AMOUNT SAVED ON CHARGES ON A £10,200 INVESTMENT IS £535.50 |
|---|
| Your Standard Initial Charge after Discount | Nil |
| Normal Standard Initial Charge | 5.25% |
| Annual Management Charge | 1.00% |
| Additional Charges & Expenses | 0.05% |
| ISA Income Yield as at 26.02.10 | 5.8%* |
A fixed interest fund focusing on total return (income and capital growth) that has the flexibility to invest in any mixture of government bonds, investment grade corporate bonds and high yield corporate bonds. This enables the managers, James Foster and Alex Ralph, who successfully managed a ‘strategic’ fund whilst at F&C, to change the portfolio to suit any expected market conditions.
IMA Sector: £ Strategic Bond.
James Foster and Alex Ralph came 1st in the Fixed Income GBP Sector over 1 year at Standard and Poor’s UK Fund Awards 2007.
* The distribution yield reflects the amounts that may be distributed over the next twelve months as a percentage of the mid-market unit price of the fund as at the date shown. It does not include any preliminary charge and investors may be subject to tax on distributions. The distribution yield is also the underlying yield for the fund. Source: Artemis as at 31/12/2009.
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James Foster & Alex Ralph
