Artemis Funds (Lux) - US Smaller Companies I USDRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 31-03-2025 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
![]() | Fonds | 26,2 | -24,0 | 14,9 | 31,5 | -19,3 |
![]() | +/-Cat | -0,5 | -6,6 | 1,8 | 12,2 | -5,2 |
![]() | +/-Idx | 1,3 | -9,7 | 0,1 | 13,2 | -8,0 |
Categorie: Aandelen VS Small-Cap | ||||||
Categorie Benchmark: Morningstar US Small Extend... |
Kerngegevens | ||
Koers 30-04-2025 | USD 1,54 | |
Rendement 1 Dag | -1,54% | |
Morningstar Categorie™ | Aandelen VS Small-Cap | |
Vestigingsland | Luxemburg | |
ISIN | LU1805264717 | |
Grootte Fonds (Mil) 29-04-2025 | USD 296,78 | |
Grootte Fondsklasse (Mil) 29-04-2025 | USD 141,52 | |
Aankoopkosten (Max) | - | |
Lopende Kosten Factor 12-03-2025 | 0,91% |
Beleggingsdoelstelling: Artemis Funds (Lux) - US Smaller Companies I USD |
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 USD | 31-03-2025 |
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Top 5 posities | Sector | % |
![]() | ![]() | 3,67 |
![]() | ![]() | 3,65 |
![]() | ![]() | 3,55 |
![]() | ![]() | 3,43 |
![]() | ![]() | 3,38 |
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Artemis Funds (Lux) - US Smaller Companies I USD |