Artemis US Select Fund I Hedged Acc GBPRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 16.0 | 20.4 | -25.7 | 27.7 | 16.1 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 29/04/2024 | GBX 250.03 | |
Day Change | 0.07% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00BYSYZX95 | |
Fund Size (Mil) 23/04/2024 | GBP 1537.70 | |
Share Class Size (Mil) 29/04/2024 | GBP 19.20 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2023 | 0.90% |
Investment Objective: Artemis US Select Fund I Hedged 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 01/04/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 TR GBP | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Artemis US Select Fund I Hedged Acc GBP | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 7.78 |
NVIDIA Corp | Technology | 6.28 |
Amazon.com Inc | Consumer Cyclical | 5.95 |
Meta Platforms Inc Class A | Communication Services | 5.39 |
Avantor Inc | Basic Materials | 3.96 |
Increase Decrease New since last portfolio | ||
Artemis US Select Fund I Hedged Acc GBP |