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 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 31,60 | 3 anni: 10,53 | 5 anni: 13,26 | Inizio: 14,24 | 2024: 21,63 | 2023: 24,74 | 2022: -19,46 | 2021: 30,85 | 2020: 9,08 |
| Rendimento annuo: Categoria | 1 anno: 27,32 | 3 anni: 6,01 | 5 anni: 14,11 | Inizio: - | 2024: 17,66 | 2023: 29,72 | 2022: -25,73 | 2021: 29,97 | 2020: 24,15 |
| Rendimento annuo: Percentile | 1 anno: 30,00 | 3 anni: 30,00 | 5 anni: 61,00 | Inizio:- | 2024: 22,00 | 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: 16,04 | 3 Sharpe Ratio: 0,32 | 5 Correlazione: 88,80 | Beta: 0,72 | Alfa: 0,84 | Tracking error: 9,96 | Info Ratio: -0,05 |
Fonte: Morningstar.
Dati in euros.
Categoria: US Large-Cap Growth Equity. Data: 2024-10-02
Fonte: Morningstar.
Dati in euros.
Categoria: US Large-Cap Growth Equity. Data: 2024-10-02