Artemis US Select Fund I Acc GBPRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 22.7 | -14.9 | 21.8 | 29.5 | 5.5 |
![]() | +/-Cat | 0.8 | 6.6 | -4.9 | 4.1 | 0.9 |
![]() | +/-B’mrk | -4.6 | 8.4 | -10.2 | -5.7 | 2.1 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 10/02/2025 | GBP 4.65 | |
Day Change | -0.24% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00BMMV5105 | |
Fund Size (Mil) 04/02/2025 | GBP 1596.75 | |
Share Class Size (Mil) 10/02/2025 | GBP 1385.48 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2023 | 0.90% |
Morningstar Research |
Analyst Report | 28/03/2024 Michael Born, Analyst Morningstar, Inc |
Artemis US Select benefits from an experienced manager and an established process. Both share classes, including the I clean share class, retain a Morningstar Analyst Rating of Bronze. Cormac Weldon is very experienced and has managed this... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Artemis US Select Fund I Acc GBP |
The objective of the Sub-Fund is to grow capital over a five year period. The Sub-Fund invests 80% to 100% in company shares and up to 20% in bonds, cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds and money market instruments. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Chris Kent 01/09/2022 | ||
Cormac Weldon 19/09/2014 | ||
Inception Date 19/09/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 NR GBP | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Artemis US Select Fund I Acc GBP | 30/11/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.06 |
![]() | ![]() | 6.01 |
![]() | ![]() | 5.67 |
![]() | ![]() | 4.70 |
![]() | ![]() | 3.60 |
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Artemis US Select Fund I Acc GBP |