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
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2023-06-05
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2023-06-05