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Artemis US Equity I GBP

Ranked 118 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Cormac Weldon

Cormac Weldon joined Artemis from Threadneedle in 2014 having managed the Threadneedle American Select fund since December 2001. Weldon was born in Ireland and went on to study accounting and finance at City University, Dublin. He remained in the capital and joined KPMG in 1987 as a tax accountant. Two years on, Weldon was appointed to investment specialist. He joined Provident Mutual in 1991 as a North American equities analyst but got his first fund manager role with the British Gas Pension fund in 1993. When not managing money, Weldon enjoys rugby and football.

Objective

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 118/867 Total Return
  • Rank 102/867 Standard Deviation
  • Rank 23/867 Max Drawdown
Fund Name Currency Risk
101 CD Amerique Strategies B

Currency exposure is hedged

Currency exposure is hedged

EUR

5.3

102 Artemis US Equity I GBP USD

5.3

102 Raiffeisen 305 - Non-Euro Equities VA USD

5.3

102 Connect Equity USA RED I USD

5.3

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% 4.7%
2016 7.2% -2.3% -0.9% 6.3% 4.2%
2015 3.3% 0.8% 0.7% -5.9% 8.1%
2014 4.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
GBP Cash 5.76
Alphabet Inc ORD 3.83
Microsoft Corp ORD 3.42
Facebook Inc ORD 3.09
Home Depot Inc ORD 2.69
Liberty Broadband Corp ORD 2.61
Amazon.com Inc ORD 2.48
Comcast Corp ORD 2.46
Zoetis Inc ORD 2.32
Visa Inc ORD 2.27
31/07/2017

Registered For Sale In

  1. Austria
  2. France
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date19/09/2014
  • Share Class size26Mn
  • Base currencyGBP
  • ISIN GB00BMMV4S07

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment1

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).