Artemis US Extended Alpha Fund I Acc GBPRegister to Unlock Ratings |
| Performance History | 30/06/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | 3.5 | 24.1 | 15.9 | 24.3 | -11.9 |
| +/-Cat | 1.2 | -3.1 | -15.2 | 2.4 | 3.8 |
| +/-B’mrk | -1.1 | -7.0 | -18.3 | -4.4 | 7.9 |
| Category: US Large-Cap Growth Equity | ||||||
| Category Benchmark: Russell 1000 Growth TR USD | ||||||
| Key Stats | ||
| NAV 01/07/2022 | GBP 3.10 | |
| Day Change | 0.94% | |
| Morningstar Category™ | US Large-Cap Growth Equity | |
| IA (formerly IMA) Sector | North America | |
| ISIN | GB00BMMV5G59 | |
| Fund Size (Mil) 29/06/2022 | GBP 323.04 | |
| Share Class Size (Mil) 01/07/2022 | GBP 304.27 | |
| Max Initial Charge | - | |
| Ongoing Charge 16/09/2021 | 0.89% | |
| Investment Objective: Artemis US Extended Alpha Fund I Acc GBP |
| To grow capital over a five year period. There is no guarantee that the sub-fund will achieve a positive return over a five year period or any other time period and your capital is at risk. At least 80% in shares of US companies, either directly or indirectly through derivatives. Up to 20% in shares, or derivatives of shares, of companies in other countries, bonds, cash, near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, and money market instruments. |
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| Management | ||
Manager Name Start Date | ||
William Warren 19/09/2014 | ||
Chris Kent 22/04/2021 | ||
Inception Date 19/09/2014 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| S&P 500 TR GBP | Russell 1000 Growth TR USD |
| Target Market | ||||||||||||||||||||
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| Portfolio Profile for Artemis US Extended Alpha Fund I Acc GBP | 31/05/2022 |
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| Top 5 Holdings | Sector | % |
 Microsoft Corp |  Technology | 7.13 |
 Apple Inc | Technology | 6.61 |
| Alphabet Inc Class A |  Communication Services | 4.88 |
| E-mini S&P 500 Future June 22 |  | 3.97 |
| ConocoPhillips |  Energy | 3.72 |
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Increase Decrease  New since last portfolio | ||
| Artemis US Extended Alpha Fund I Acc GBP | ||
