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Artemis US Select I EUR Acc (F00000UMY1.L)

YHD - YHD Delayed price. Currency in EUR
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1.5900-0.0200 (-1.24%)
At close: 06:07PM EDT

Artemis US Select I EUR Acc

Artemis Fund Managers Limited

57 St James’s Street

London SW1A 1LD

Management information
Cormac Weldon,Lead manager since 18 September 2014
Cormac is head of Artemis’ US equities team. He studied accounting and finance at Dublin City University, graduating in 1987. He worked initially for KPMG before moving to Provident Mutual in 1991, where he became a US equity analyst. Between 1993 and 1997 he worked as a fund manager for the British Gas Pension Fund. Cormac joined Threadneedle in 1997, becoming head of the company’s North America team and the lead manager of the respected Threadneedle American Select, Threadneedle American Smaller Companies and Threadneedle American funds in 2001, 2005 and 2011 respectively. He joined Artemis in 2014.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryUS Large-Cap Blend Equity
Fund familyArtemis Fund Managers Limited
Net assetsN/A
YTD return-8.28%
Yield0.24%
Morningstar ratingN/A1
Inception date26 Oct 2014

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover193.08%
Average for categoryN/A

Fees and expenses

ExpenseF00000UMY1.LCategory average
Annual report expense ratio (net)0.86%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load1.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A