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 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 34,26 3 anni: 11,64 5 anni: 14,64 Inizio: 15,29 2024: 14,67 2023: 20,29 2022: -13,31 2021: 32,56 2020: 9,73
Rendimento annuo: Categoria 1 anno: 30,39 3 anni: 5,98 5 anni: 13,07 Inizio: - 2024: 8,99 2023: 29,72 2022: -25,73 2021: 29,97 2020: 24,15
Rendimento annuo: Percentile 1 anno: 17,00 3 anni: 19,00 5 anni: 34,00 Inizio:- 2024: 5,00 2023: 75,00 2022: 4,00 2021: 50,00 2020: 84,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 13,95 3 Sharpe Ratio: 0,53 5 Correlazione: 88,07 Beta: 0,63 Alfa: 3,16 Tracking error: 10,90 Info Ratio: 0,10
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2024-04-18
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2024-04-18