The objective of the fund is to grow capital over a five year period. The 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 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: -9,52 3 anni: 4,28 5 anni: 10,60 Inizio: 12,85 2025: -21,15 2024: 33,56 2023: 20,29 2022: -13,31 2021: 32,56
Rendimento annuo: Categoria 1 anno: - 3 anni: - 5 anni: - Inizio: - 2025: - 2024: 31,37 2023: 29,72 2022: -25,73 2021: 29,97
Rendimento annuo: Percentile 1 anno: 90,00 3 anni: 50,00 5 anni: 53,00 Inizio:- 2025: 81,00 2024: 46,00 2023: 75,00 2022: 4,00 2021: 50,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,15 3 Sharpe Ratio: 0,13 5 Correlazione: 89,22 Beta: 0,69 Alfa: -1,32 Tracking error: 9,86 Info Ratio: -0,24
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2025-04-17
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2025-04-17