Artemis US Smaller Companies Fund I Acc GBP HedgedRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 24.1 | 15.3 | -29.9 | 18.2 | 7.2 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 27/03/2024 | GBX 151.81 | |
Day Change | 0.46% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | North American Smaller Companies | |
ISIN | GB00BK6RLD43 | |
Fund Size (Mil) 19/03/2024 | GBP 866.82 | |
Share Class Size (Mil) 27/03/2024 | GBP 7.40 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.87% |
Investment Objective: Artemis US Smaller Companies Fund I Acc GBP Hedged |
The objective of the Sub-Fund is to grow capital over a five year period. The Sub-Fund invests 80% to 100% in shares of smaller companies which, when first acquired, have a market value of less than USD 10 billion 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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Olivia Micklem 01/09/2022 | ||
Cormac Weldon 27/10/2014 | ||
Inception Date 14/05/2019 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 2000 TR GBP | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Artemis US Smaller Companies Fund I Acc GBP Hedged | - |
|
|
Top 5 Holdings | Sector | % |
No Data Available | ||
Increase Decrease New since last portfolio | ||
Artemis US Smaller Companies Fund I Acc GBP Hedged |