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Artemis US Equity Fund I Acc EUR (0P00014J71.F)

1.9700 0.0000 (0.00%)
As of September 13 at 9:00 PM GMT+1. Market Open.

Fund Summary

The objective of the Sub-Fund is to achieve long-term capital growth. The Sub-Fund invests principally in companies listed, quoted and/or traded in the United States of America and in companies which are headquartered or have a significant part of their activities in the USA which are quoted on a regulated market outside the USA.

Artemis US Equity Fund I Acc EUR

Artemis Fund Managers Limited
57-59 St James’s Street

Fund Overview

Category US Large-Cap Blend Equity
Fund Family Artemis Fund Managers Limited
Net Assets --
YTD Return 27.37%
Yield 0.27%
Morningstar Rating
Inception Date Oct 27, 2014

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 93.61%
Average for Category --

Fees & Expenses

Expense 0P00014J71.F Category Average
Annual Report Expense Ratio (net) 1.00% 0.00%
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load 0.00% --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Cormac Weldon, Lead Manager since September 19, 2014
Cormac is head of the US team and has managed the Artemis US Equity, US Select and US Smaller Companies Funds since launch. He studied accounting and finance at Dublin City University, graduating in 1987 and joining KPMG. After moving to Provident Mutual where he was a US equity analyst, Cormac spent two years as a fund manager for the British Gas Pension Fund. He joined Threadneedle in 1997, later becoming head of the North America team and the lead manager of three of its US funds. He moved to Artemis in 2014.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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