Artemis US Select Fund I Acc GBP

Name
Artemis US Select Fund I Acc GBP
Manager
Artemis Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00BMMV5105
Sector
North America
Launched
19/09/2014
OCF
0.87 %
Risk Rating
3
3 Year Sharpe
1.39
3 Year Alpha
0.60
Yield
0.1 %
Benchmark
S&P 500 TR EUR
The objective of the Sub-Fund is to achieve long-term capital growth. The Sub-Fund invests principallyin 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 6.06 %
Anthem Inc 3.99 %
UnitedHealth Group Inc 3.67 %
Visa Inc Class A 3.54 %
Crown Castle International Corp 3.52 %
Evergy Inc 3.20 %
Medtronic PLC 3.05 %
Abbott Laboratories 3.03 %
NextEra Energy Inc 2.94 %
Progressive Corp 2.92 %
Region %
United States 100.00 %
Sector %
Healthcare 24.18 %
Financial Services 16.80 %
Technology 15.14 %
Industrials 14.58 %
Consumer Cyclical 10.21 %
Utilities 6.26 %
Name
Artemis Fund Managers Limited
Address
SW1A 1LD, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Cormac Weldon
Joined 09/19/2014

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.

Data provided by Morningstar.

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