Artemis Funds (Lux) - US Smaller Companies I EURRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30-06-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
![]() | Fonds | 17,6 | 26,9 | -24,3 | 14,8 | 13,7 |
![]() | +/-Cat | 0,7 | 0,2 | -6,9 | 1,7 | 7,7 |
![]() | +/-Idx | - | 2,0 | -10,0 | 0,0 | 9,5 |
Categorie: Aandelen VS Small-Cap | ||||||
Categorie Benchmark: Morningstar US Small Extend... |
Kerngegevens | ||
Koers 26-07-2024 | EUR 1,88 | |
Rendement 1 Dag | 1,19% | |
Morningstar Categorie™ | Aandelen VS Small-Cap | |
Vestigingsland | Luxemburg | |
ISIN | LU1805264980 | |
Grootte Fonds (Mil) 26-07-2024 | USD 212,65 | |
Grootte Fondsklasse (Mil) 26-07-2024 | EUR 7,08 | |
Aankoopkosten (Max) | - | |
Lopende Kosten Factor 13-12-2023 | 0,91% |
Beleggingsdoelstelling: Artemis Funds (Lux) - US Smaller Companies I EUR |
To increase the value of Shareholders’ investments primarily through capital growth. The Fund invests principally in equities of smaller companies that are listed on a recognised stock exchange in the USA. Typically these are companies with a market capitalisation of less than $10bn at the time of purchase. |
Returns | |||||||||||||
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Management | ||
Naam manager Aanvangsdatum | ||
Olivia Micklem 01-09-2022 | ||
Cormac Weldon 11-05-2018 | ||
Oprichtingsdatum 11-05-2018 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
Russell 2000 TR EUR | Morningstar US Small Extended NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? Artemis Funds (Lux) - US Smaller Companies I EUR | 30-06-2024 |
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Top 5 posities | Sector | % |
![]() | ![]() | 4,09 |
![]() | ![]() | 3,96 |
![]() | ![]() | 3,88 |
![]() | ![]() | 3,50 |
![]() | ![]() | 3,32 |
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Artemis Funds (Lux) - US Smaller Companies I EUR |