Artemis Funds (Lux) - US Smaller Companies FI GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 24.9 | 19.1 | -19.9 | 13.2 | 12.1 |
![]() | +/-Cat | 1.4 | 0.2 | -7.1 | 2.7 | 2.7 |
![]() | +/-B’mrk | - | 1.9 | -10.4 | 1.1 | 4.0 |
Category: US Small-Cap Equity | ||||||
Category Benchmark: Morningstar US Small Extend... |
Key Stats | ||
NAV 14/08/2024 | GBP 1.73 | |
Day Change | 0.39% | |
Morningstar Category™ | US Small-Cap Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU1805265011 | |
Fund Size (Mil) 14/08/2024 | USD 201.67 | |
Share Class Size (Mil) 14/08/2024 | GBP 44.07 | |
Max Initial Charge | - | |
Ongoing Charge 06/08/2024 | 0.51% |
Investment Objective: Artemis Funds (Lux) - US Smaller Companies FI GBP |
To increase the value of Shareholders’ investments primarily through capital growth. The Fund invests principally in equities of smaller companies that are listed on a recognised stock exchange in the USA. Typically these are companies with a market capitalisation of less than $10bn at the time of purchase. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Olivia Micklem 01/09/2022 | ||
Cormac Weldon 11/05/2018 | ||
Inception Date 11/05/2018 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 2000 TR EUR | Morningstar US Small Extended NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Artemis Funds (Lux) - US Smaller Companies FI GBP | 30/06/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 4.09 |
![]() | ![]() | 3.96 |
![]() | ![]() | 3.88 |
![]() | ![]() | 3.50 |
![]() | ![]() | 3.32 |
![]() | ||
![]() ![]() ![]() | ||
Artemis Funds (Lux) - US Smaller Companies FI GBP |