Artemis US Extended Alpha Fund I Acc GBP
ISIN: GB00BMMV5G59
Categoria Morningstar: US Large-Cap Growth Equity
Società: Artemis Investment Management
ISIN: GB00BMMV5G59
Categoria Morningstar: US Large-Cap Growth Equity
Società: Artemis Investment Management
To grow capital over a five year period. There is no guarantee that the sub-fund will achieve a positive return over a five year period or any other time period and your capital is at risk. At least 80% in shares of US companies, either directly or indirectly through derivatives. 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 | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 5,64 | 3 anni: 12,15 | 5 anni: 11,85 | Inizio: 14,04 | 2023: 10,77 | 2022: -13,31 | 2021: 32,56 | 2020: 9,73 | 2019: 31,48 |
Rendimento annuo: Categoria | 1 anno: 7,96 | 3 anni: 8,78 | 5 anni: 11,02 | Inizio: - | 2023: 17,88 | 2022: -25,73 | 2021: 29,97 | 2020: 24,15 | 2019: 34,77 |
Rendimento annuo: Percentile | 1 anno: 72,00 | 3 anni: 24,00 | 5 anni: 45,00 | Inizio:- | 2023: 76,00 | 2022: 4,00 | 2021: 50,00 | 2020: 84,00 | 2019: 80,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 13,79 | 3 Sharpe Ratio: 0,59 | 5 Correlazione: 88,10 | Beta: 0,64 | Alfa: 1,66 | Tracking error: 10,70 | Info Ratio: -0,20 |