Artemis US Select Fund I Acc GBP

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Performance History31/01/2025
Growth of 1,000 (GBP) Advanced Graph
Artemis US Select Fund I Acc GBP
Fund22.7-14.921.829.55.5
+/-Cat0.86.6-4.94.10.9
+/-B’mrk-4.68.4-10.2-5.72.1
 
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 Report28/03/2024
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
People23
Parent24
Process24
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
Trailing Returns (GBP)10/02/2025
YTD4.36
3 Years Annualised14.61
5 Years Annualised13.23
10 Years Annualised15.54
12 Month Yield 0.00
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 BenchmarkMorningstar Benchmark
S&P 500 NR GBPMorningstar US LM Brd Growth NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Artemis US Select Fund I Acc GBP30/11/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.190.0099.19
Bond0.000.000.00
Property0.000.000.00
Cash0.810.000.81
Other0.000.000.00
Top 5 Regions%
United States98.21
United Kingdom1.51
Canada0.27
Latin America0.00
Eurozone0.00
Top 5 Sectors%
Technology26.92
Consumer Cyclical15.52
Financial Services12.13
Industrials10.22
Healthcare7.95
Top 5 HoldingsSector%
NVIDIA CorpTechnologyTechnology8.06
Microsoft CorpTechnologyTechnology6.01
Amazon.com IncConsumer CyclicalConsumer Cyclical5.67
The Goldman Sachs Group IncFinancial ServicesFinancial Services4.70
International Paper CoConsumer CyclicalConsumer Cyclical3.60
Artemis US Select Fund I Acc GBP

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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