Description

The Fund's primary objective is to achieve a combination of significant income generation and capital growth, before fees, over a rolling five-year period. The manager defines substantial income as either matching or exceeding the average yield of funds within its designated Investment Association Strategic Bond sector. This portfolio primarily invests 80%-100% in fixed-income securities (without restriction on credit quality) and up to 20% in corporate equities. Additionally, the fund is permitted to invest in cash and equivalent holdings, other marketable financial instruments, other collective investment schemes (up to 10% in Artemis-managed or third-party funds), money market instruments, and derivatives.