Artemis US Select Fund I Inc GBP

Name
Artemis US Select Fund I Inc GBP
Manager
Artemis Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00BWWZ2D39
Sector
North America
Launched
06/05/2015
OCF
0.84 %
Risk Rating
3
3 Year Sharpe
1.11
3 Year Alpha
-0.48
Yield
0.1 %
Benchmark
S&P 500 TR GBP
The objective of the fund is to achieve long-term capital growth. The 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.
Holding %
Microsoft Corp 5.89 %
Alphabet Inc Class C 4.92 %
Lowe's Companies Inc 3.61 %
Amazon.com Inc 3.60 %
Anthem Inc 2.99 %
Norfolk Southern Corp 2.98 %
UnitedHealth Group Inc 2.93 %
Abbott Laboratories 2.86 %
Bank of America Corporation 2.82 %
Cintas Corp 2.65 %
Region %
United States 98.67 %
Sector %
Technology 19.11 %
Industrials 18.82 %
Healthcare 17.38 %
Financial Services 16.50 %
Consumer Cyclical 12.59 %
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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