Artemis US Extended Alpha I Acc GBP

Name
Artemis US Extended Alpha Fund I Acc GBP
Manager
Artemis Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00BMMV5G59
Sector
LC00000059
Launched
19/09/2014
OCF
0.82 %
Risk Rating
4
3 Year Sharpe
1.66
3 Year Alpha
1.53
Yield
0 %
Benchmark
S&P 500 TR GBP
The fund aims to achieve long-term capital growth by investing in the shares of companies listed, quoted or traded in the United States of America.
Holding%
United States Treasury Bills 0%8.38 %
E-mini S&P 500 June186.95 %
Microsoft Corp6.27 %
Alphabet Inc C5.41 %
Cintas Corp3.56 %
Berkshire Hathaway Inc B3.42 %
Amazon.com Inc3.01 %
Oracle Corp2.63 %
Lam Research Corp2.59 %
Applied Materials Inc2.37 %
Region%
United States105.16 %
Sector%
Technology23.61 %
Industrials17.41 %
Financial Services17.00 %
Consumer Cyclical15.08 %
Healthcare12.38 %
Name
Artemis Fund Managers Limited
Address
SW1A 1LD, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Stephen Moore

Joined 09/19/2014

Stephen has managed Artemis' US Extended Alpha and US Absolute Return Funds since launch. He holds a BComm and BA from the University of Queensland and is an associate of the Securities Institute of Australia. Stephen began his career at First State in 1997 and moved to Threadneedle's US team in 2002. He launched the Threadneedle American Extended Alpha Fund in 2007, became lead manager on the US hedge fund in 2008 and launched the Threadneedle American Absolute Alpha Fund in 2010. Stephen joined Artemis in 2014.

Data provided by Morningstar.

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