Artemis Funds (Lux) - US Smaller Companies FI USD AccumulatedFür den Zugriff auf unsere Ratings hier anmelden |
Wie hat sich dieser Fonds entwickelt? | 30.04.2024 |
Wachstum von 1000 (CHF) | Charts Erweitert |
Fonds | 17,9 | 21,4 | -27,3 | 8,6 | 18,5 | |
+/-Kat | 1,5 | 0,0 | -6,0 | 2,1 | 9,7 | |
+/-Idx | - | 1,8 | -9,0 | 0,5 | 11,8 | |
Kategorie: Aktien USA Nebenwerte | ||||||
Kategorie Benchmark: Morningstar US Small Extend... |
Übersicht | ||
NAV 08.05.2024 | USD 1,65 | |
Änderung z. Vortag | -0,58% | |
Morningstar Kategorie™ | Aktien USA Nebenwerte | |
Valoren | 46639003 | |
ISIN | LU1955026684 | |
Fondsvolumen (Mio) 08.05.2024 | USD 232,33 | |
Anteilsklassenvol (Mio) 08.05.2024 | USD 2,37 | |
Ausgabeaufschlag (max.) | - | |
Laufende Kosten 13.12.2023 | 0,51% |
Anlageziel: Artemis Funds (Lux) - US Smaller Companies FI USD Accumulated |
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 | ||
Fondsmanager Startdatum | ||
Olivia Micklem 01.09.2022 | ||
Cormac Weldon 11.05.2018 | ||
Anteilserstausgabe 07.03.2019 |
Werbung |
Kategorie Benchmark | |
Fondsbenchmark | Morningstar Benchmark |
Russell 2000 TR EUR | Morningstar US Small Extended NR USD |
Target Market | ||||||||||||||||||||
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Was steckt in diesem Fonds? Artemis Funds (Lux) - US Smaller Companies FI USD Accumulated | 31.03.2024 |
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Top 5 Positionen | Sektor | % |
Core & Main Inc Class A | Industriewerte | 4,42 |
Western Digital Corp | Technologiewerte | 4,26 |
Builders FirstSource Inc | Industriewerte | 4,22 |
Avantor Inc | Rohstoffe | 4,07 |
Lamb Weston Holdings Inc | Nichtzyklische Konsumgüter | 3,97 |
aufgestockt reduziert neu seit letztem Portfolio | ||
Artemis Funds (Lux) - US Smaller Companies FI USD Accumulated | ||
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All performances shown for this USD denominated fund in this website are expressed in Swiss Franc. If you want to see the USD based performance, please visit our UK website. |