Artemis Funds (Lux) – US Smaller Companies

Qualification

ISIN: LU1805264717

Categoría Morningstar: US Small-Cap Equity

Empresa:

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.
At times the Fund may invest in equities of companies of equivalent size that are headquartered or exercise the predominant part of their economic activity in the USA, but which are listed on a regulated stock exchange outside the USA.
The Fund may use derivatives and other techniques for hedging and for efficient portfolio management. The Fund’s derivatives may include, but are not limited to, futures and forward currency contracts.
The Fund may also hold money market instruments, cash and near cash subject to the limits set out in the Investment Restrictions.
The Fund may invest up to 10% of its Net Asset Value in other collective investment schemes.

Rentabilidad anual 1 año 3 años 5 años Inicio 2021 2020 2019 2018 2017
Rentabilidad anual: Fondo 1 año: 26,22 3 años: 20,24 5 años: 20,63 Inicio: 19,29 2021: 8,79 2020: 17,98 2019: 33,08 2018: 4,67 2017: 7,65
Rentabilidad anual: Categoría 1 año: 20,20 3 años: 12,18 5 años: 14,50 Inicio: - 2021: 6,77 2020: 16,93 2019: 28,42 2018: -5,73 2017: 3,06
Rentabilidad anual: Percentil 1 año: 35,00 3 años: 20,00 5 años: 15,00 Inicio:- 2021: 35,00 2020: 35,00 2019: 19,00 2018: 6,00 2017: 21,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 22,25 3 Ratio Sharpe: 0,77 5 Correlación: 92,69 Beta: 0,85 Alfa: 8,72 Tracking error: 9,65 Info Ratio: 0,88
Fuente: Morningstar. Datos en euros. Categoría: US Small-Cap Equity. Fecha: 2021-01-16
Fuente: Morningstar. Datos en euros. Categoría: US Small-Cap Equity. Fecha: 2021-01-16