Artemis US Extended Alpha Fund I Hedged Acc GBP

Name
Artemis US Extended Alpha Fund I Hedged Acc GBP
Manager
Artemis Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00BYSZ0151
Sector
North America
Launched
01/04/2016
OCF
0.87 %
3 Year Sharpe
1.20
Yield
0 %
Benchmark
S&P 500 TR Hdg GBP
The objective of the Sub-Fund is to achieve long-term capital growth. The emphasis of the Sub-Fund is investment 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.
Holding %
Microsoft Corp 7.12 %
United States Treasury Bills 0% 5.45 %
Visa Inc Class A 3.75 %
Alphabet Inc Class C 3.68 %
Comcast Corp Class A 3.37 %
Berkshire Hathaway Inc B 3.32 %
Boeing Co 3.21 %
Amazon.com Inc 2.85 %
Zoetis Inc Class A 2.76 %
Anthem Inc 2.58 %
Region %
United States 100.88 %
Sector %
Technology 22.13 %
Financial Services 19.09 %
Healthcare 12.65 %
Consumer Cyclical 12.52 %
Industrials 8.51 %
Communication Services 7.56 %
Basic materials 6.42 %
Name
Artemis Fund Managers Limited
Address
SW1A 1LD, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

William Warren
Joined 09/19/2014

William joined Artemis in 2014 from Columbia Threadneedle, where he had worked since 2008 as deputy manager of the Threadneedle US Extended Alpha and US Absolute Alpha funds. William began his career in New York as an analyst at JP Morgan in 1997. He joined the research department at Lehman Brothers in 2000 as an associate where he covered the software industry for three years before moving to the proprietary trading group where he was a Senior Vice President and portfolio manager until 2008.

Data provided by Morningstar.

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