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
0.89 %
3 Year Sharpe
0.54
Yield
0 %
Benchmark
S&P 500 TR Hdg GBP
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.
Holding %
United States Treasury Bills 0% 6.59 %
Microsoft Corp 5.11 %
Alphabet Inc Class C 5.06 %
Liberty Broadband Corp C 3.39 %
Amazon.com Inc 3.25 %
Apple Inc 2.98 %
Facebook Inc A 2.89 %
Visa Inc Class A 2.52 %
Lowe's Companies Inc 2.48 %
Berkshire Hathaway Inc B 2.42 %
Region %
United States 98.80 %
Sector %
Communication Services 17.99 %
Technology 16.02 %
Financial Services 13.82 %
Healthcare 13.73 %
Consumer Cyclical 12.08 %
Industrials 10.33 %
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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