Artemis US Extended Alpha Fund I Acc GBP
ISIN: GB00BMMV5G59
Categoria Morningstar: US Large-Cap Growth Equity
Società: Artemis Investment Management
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