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. |
Returns | |||||||||||||
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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 | % |
![]() | ![]() | 7.13 |
![]() | ![]() | 6.61 |
![]() | ![]() | 4.88 |
![]() | ![]() | 3.97 |
![]() | ![]() | 3.72 |
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Artemis US Extended Alpha Fund I Acc GBP |