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 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 19,13 3 anni: 22,59 5 anni: 20,60 Inizio: 19,17 2021: 10,97 2020: 17,93 2019: 32,70 2018: 4,75 2017: 7,32
Rendimento annuo: Categoria 1 anno: 22,35 3 anni: 15,97 5 anni: 16,42 Inizio: - 2021: 12,56 2020: 16,93 2019: 28,42 2018: -5,73 2017: 3,06
Rendimento annuo: Percentile 1 anno: 45,00 3 anni: 19,00 5 anni: 16,00 Inizio:- 2021: 60,00 2020: 37,00 2019: 22,00 2018: 6,00 2017: 21,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 22,89 3 Sharpe Ratio: 0,75 5 Correlazione: 91,21 Beta: 0,84 Alfa: 7,87 Tracking error: 10,58 Info Ratio: 0,69
Fonte: Morningstar. Dati in euros. Categoria: US Small-Cap Equity. Data: 2021-02-23
Fonte: Morningstar. Dati in euros. Categoria: US Small-Cap Equity. Data: 2021-02-23