Artemis US Select Fund I Acc GBP
ISIN: GB00BMMV5105
Categoria Morningstar: US Large-Cap Growth Equity
Società: Artemis Investment Management
ISIN: GB00BMMV5105
Categoria Morningstar: US Large-Cap Growth Equity
Società: Artemis Investment Management
The objective of the Sub-Fund is to grow capital over a five year period. The Sub-Fund invests 80% to 100% in company shares 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.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 39,20 | 3 anni: 9,62 | 5 anni: 13,14 | Inizio: 14,05 | 2024: 12,85 | 2023: 24,74 | 2022: -19,46 | 2021: 30,85 | 2020: 9,08 |
Rendimento annuo: Categoria | 1 anno: 29,71 | 3 anni: 6,00 | 5 anni: 12,71 | Inizio: - | 2024: 7,71 | 2023: 29,72 | 2022: -25,73 | 2021: 29,97 | 2020: 24,15 |
Rendimento annuo: Percentile | 1 anno: 4,00 | 3 anni: 38,00 | 5 anni: 49,00 | Inizio:- | 2024: 4,00 | 2023: 63,00 | 2022: 26,00 | 2021: 61,00 | 2020: 88,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 15,75 | 3 Sharpe Ratio: 0,39 | 5 Correlazione: 88,25 | Beta: 0,70 | Alfa: 1,14 | Tracking error: 10,39 | Info Ratio: -0,07 |