The objective of the Sub-Fund is to grow capital over a five year period. The Sub-Fund invests at least 80% in shares of US companies, either directly or indirectly through derivatives and Up to 20% in shares, or derivatives of shares, of companies in other countries, bonds, cash, 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: 26,69 3 anni: 12,15 5 anni: 14,36 Inizio: 15,32 2024: 19,22 2023: 20,29 2022: -13,31 2021: 32,56 2020: 9,73
Rendimento annuo: Categoria 1 anno: 23,21 3 anni: 6,56 5 anni: 13,28 Inizio: - 2024: 15,78 2023: 29,72 2022: -25,73 2021: 29,97 2020: 24,15
Rendimento annuo: Percentile 1 anno: 44,00 3 anni: 13,00 5 anni: 45,00 Inizio:- 2024: 31,00 2023: 75,00 2022: 4,00 2021: 50,00 2020: 84,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 89,16 Beta: 0,66 Alfa: 2,68 Tracking error: 10,40 Info Ratio: 0,14
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2024-07-22
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2024-07-22