Artemis US Select Fund I Acc GBP
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 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: -0,59 | 3 anni: 11,78 | 5 anni: 10,29 | Inizio: 16,25 | 2023: 14,14 | 2022: -9,32 | 2021: 32,05 | 2020: 5,71 | 2019: 31,44 |
| Rendimento annuo: Categoria | 1 anno: 9,11 | 3 anni: 8,14 | 5 anni: 10,74 | Inizio: - | 2023: 21,46 | 2022: -25,73 | 2021: 29,97 | 2020: 24,15 | 2019: 34,77 |
| Rendimento annuo: Percentile | 1 anno: 68,00 | 3 anni: 45,00 | 5 anni: 71,00 | Inizio:- | 2023: 68,00 | 2022: 26,00 | 2021: 61,00 | 2020: 88,00 | 2019: 37,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 16,29 | 3 Sharpe Ratio: 0,30 | 5 Correlazione: 87,24 | Beta: 0,69 | Alfa: -0,70 | Tracking error: 10,26 | Info Ratio: -0,26 |
Fonte: Morningstar.
Dati in euros.
Categoria: US Large-Cap Growth Equity. Data: 2023-09-20
Fonte: Morningstar.
Dati in euros.
Categoria: US Large-Cap Growth Equity. Data: 2023-09-20