The objective of the Sub-Fund is to grow capital over a five year period. The Sub-Fund invests 80% to 100% in shares of smaller companies which, when first acquired, have a market value of less than USD 10 billion 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 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: -18,53 3 anni: 8,33 5 anni: 10,21 Inizio: 13,48 2022: -23,55 2021: 25,53 2020: 17,93 2019: 32,70 2018: 4,75
Rendimento annuo: Categoria 1 anno: -11,09 3 anni: 9,72 5 anni: 8,41 Inizio: - 2022: -16,46 2021: 26,71 2020: 16,93 2019: 28,42 2018: -5,73
Rendimento annuo: Percentile 1 anno: 74,00 3 anni: 51,00 5 anni: 18,00 Inizio:- 2022: 70,00 2021: 63,00 2020: 37,00 2019: 22,00 2018: 6,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 20,76 3 Sharpe Ratio: 0,50 5 Correlazione: 89,05 Beta: 0,85 Alfa: 2,39 Tracking error: 11,03 Info Ratio: 0,09
Fonte: Morningstar. Dati in euros. Categoria: US Small-Cap Equity. Data: 2022-06-27
Fonte: Morningstar. Dati in euros. Categoria: US Small-Cap Equity. Data: 2022-06-27