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 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 22,33 3 anni: 15,19 5 anni: 15,24 Inizio: 15,78 2021: 4,83 2020: 9,73 2019: 31,48 2018: 2,38 2017: 8,24
Rendimento annuo: Categoria 1 anno: 26,66 3 anni: 19,81 5 anni: 17,97 Inizio: - 2021: 2,92 2020: 24,15 2019: 34,77 2018: 1,22 2017: 11,48
Rendimento annuo: Percentile 1 anno: 79,00 3 anni: 77,00 5 anni: 69,00 Inizio:- 2021: 22,00 2020: 84,00 2019: 80,00 2018: 7,00 2017: 14,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,07 3 Sharpe Ratio: 0,78 5 Correlazione: 94,50 Beta: 0,83 Alfa: -2,59 Tracking error: 6,57 Info Ratio: -0,98
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2021-03-01
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2021-03-01