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Artemis US Equity I GBP

Ranked 115 out of 920 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.


The fund aims to achieve long-term capital growth. The fund will principally invest in the shares of companies listed, quoted or traded in the United States of America. The fund can also invest in the shares of companies which have headquarters in the USA or carry out a significant part of their activities in the USA and are quoted on a regulated market outside the USA. The fund has discretion in its choice of investments. It is expected that the fund will invest primarily in medium and large companies. It will not be restricted by company size or industry. The fund may invest in derivatives (financial instruments whose value is linked to the expected price movements of an underlying asset) to meet its investment objective, to protect the value of the fund, reduce costs and/or generate additional income. The fund may invest in fixed interest securities which are investments (which could be issued by a company, a government or another entity) that pay a fixed level of income or interest.

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


US over : 28/02/2017 - 28/02/2018
  • Rank 115/920 Total Return
  • Rank 263/920 Standard Deviation
  • Rank 98/920 Max Drawdown
Fund Name Currency Loss
96 Cap Off USD


96 Scotia US Blue Chip Series A USD


98 Artemis US Equity I GBP USD


99 JPM US Growth A Dis USD USD


100 Coutts Equator US Equity B USD USD


100 T Rowe US Equity A USD USD


Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 24.5% 5.5% 4.7% 4.9% 7.6%
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

Registered For Sale In

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

Fund Info

  • Launch date19/09/2014
  • Share Class size31Mn
  • Base currencyGBP

Purchase Info

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


  • Annual management0.75%
  • Initial investment1

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