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 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 14,54 3 anni: 1,67 5 anni: 9,61 Inizio: 13,42 2024: 6,49 2023: 15,43 2022: -23,70 2021: 25,53 2020: 17,93
Rendimento annuo: Categoria 1 anno: 7,85 3 anni: 2,95 5 anni: 9,17 Inizio: - 2024: 2,91 2023: 13,14 2022: -17,44 2021: 26,71 2020: 16,93
Rendimento annuo: Percentile 1 anno: 14,00 3 anni: 66,00 5 anni: 47,00 Inizio:- 2024: 10,00 2023: 28,00 2022: 76,00 2021: 63,00 2020: 37,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 88,80 Beta: 0,91 Alfa: -1,70 Tracking error: 10,26 Info Ratio: -0,19
Fonte: Morningstar. Dati in euros. Categoria: US Small-Cap Equity. Data: 2024-02-22
Fonte: Morningstar. Dati in euros. Categoria: US Small-Cap Equity. Data: 2024-02-22