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Artemis US Select I GBP Acc

Ranked 54 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

The fund aims to achieve long-term capital growth by investing principally in the shares of companies listed, quoted or traded in the United States of America.

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

Performance

US over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.2% 5.7%
2016 6.2% -2.8% -2.6% 6.4% 5.5%
2015 5.6% 1.2% 1.8% -5.0% 7.9%
2014 4.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Liberty Broadband Corp ORD 4.14
Facebook Inc ORD 3.92
Applied Materials Inc ORD 3.85
Alphabet Inc ORD 3.83
Home Depot Inc ORD 3.48
Lam Research Corp ORD 3.05
Microsoft Corp ORD 3.03
Comcast Corp ORD 2.99
Amazon.com Inc ORD 2.92
Zoetis Inc ORD 2.91
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 size604Mn
  • Base currencyGBP
  • ISIN GB00BMMV5105

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).