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
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 |