Artemis Funds (Lux) - US Smaller Companies FI USD AccumulatedRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 25.1 | 18.9 | -19.4 | 12.7 | 12.2 |
![]() | +/-Cat | 1.6 | 0.0 | -6.7 | 2.2 | 2.8 |
![]() | +/-B’mrk | - | 1.7 | -9.9 | 0.5 | 4.0 |
Category: US Small-Cap Equity | ||||||
Category Benchmark: Morningstar US Small Extend... |
Key Stats | ||
NAV 14/08/2024 | USD 1.64 | |
Day Change | 0.45% | |
Morningstar Category™ | US Small-Cap Equity | |
ISIN | LU1955026684 | |
Fund Size (Mil) 14/08/2024 | USD 201.67 | |
Share Class Size (Mil) 14/08/2024 | USD 2.61 | |
Max Initial Charge | - | |
Ongoing Charge 06/08/2024 | 0.51% |
Investment Objective: Artemis Funds (Lux) - US Smaller Companies FI USD Accumulated |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Olivia Micklem 01/09/2022 | ||
Cormac Weldon 11/05/2018 | ||
Inception Date 07/03/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 2000 TR EUR | Morningstar US Small Extended NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Artemis Funds (Lux) - US Smaller Companies FI USD Accumulated | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.09 |
![]() | ![]() | 3.96 |
![]() | ![]() | 3.88 |
![]() | ![]() | 3.50 |
![]() | ![]() | 3.32 |
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Artemis Funds (Lux) - US Smaller Companies FI USD Accumulated |