Artemis Fds (Lux) US Sct B USD Acc |
Performance History | 31/03/2024 |
Growth of 1,000 (EUR) |
Fund | 9.1 | 30.3 | -19.1 | 24.7 | 19.2 | |
+/-Cat | -15.0 | 0.3 | 6.6 | -5.0 | 5.9 | |
+/-Idx | -15.8 | -5.5 | 8.3 | -10.5 | 5.0 | |
Category: US Large-Cap Growth Equity | ||||||
Benchmarks: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 25/04/2024 | USD 1.86 | |
Day Change | -2.82% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | LU1896775456 | |
Fund Size (Mil) 25/04/2024 | USD 66.21 | |
Share Class Size (Mil) 25/04/2024 | USD 14.15 | |
Max Initial Charge | - | |
Ongoing Charge 13/12/2023 | 0.95% |
Investment Objective: Artemis Fds (Lux) US Sct B USD Acc |
To increase the value of Shareholders’ investments primarily through capital growth. The Fund invests principally in equities of companies that are listed, headquartered or that exercise the predominant part of their economic activities in the USA. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Chris Kent 01/09/2022 | ||
Cormac Weldon 12/11/2018 | ||
Inception Date 07/03/2019 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Artemis Fds (Lux) US Sct B USD Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 7.71 |
NVIDIA Corp | Technology | 6.34 |
Amazon.com Inc | Consumer Cyclical | 5.89 |
Meta Platforms Inc Class A | Communication Services | 5.41 |
Avantor Inc | Basic Materials | 3.99 |
Increase Decrease New since last portfolio | ||
Artemis Fds (Lux) US Sct B USD Acc |