Artemis US Extended Alpha Fund

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Artemis US Extended Alpha Fund I Acc GBP

Category US Large-Cap Growth Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£4.1172

arrow-up£0.006 (+0.15%)

Fund Code

ATUAA

BMMV5G5

GB00BMMV5G59

Prices updated as at 06 May 2025
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Prices in GBP
Investment objective
The objective of the fund is to grow capital over a five year period. The fund invests at least 80% in shares of US companies, either directly or indirectly through derivatives and Up to 20% in shares, or derivatives of shares, of companies in other countries, bonds, cash, near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, and money market instruments.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

YearThis fundUS Large-Cap Growth Equity
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 1610.530.25
31 Mar 16 - 31 Mar 1737.2231.38
31 Mar 17 - 31 Mar 182.465.61
31 Mar 18 - 31 Mar 1917.0618.07
31 Mar 19 - 31 Mar 204.212.54
31 Mar 20 - 31 Mar 2134.3045.03
31 Mar 21 - 31 Mar 2216.8710.73
31 Mar 22 - 31 Mar 23-7.37-2.67
31 Mar 23 - 31 Mar 2438.1231.02
31 Mar 24 - 31 Mar 25-5.390.42

Trailing returns (%)

YearThis fundUS Large-Cap Growth Equity
1 Day-0.05
1 Month4.279.59
3 Months-14.80-12.77
6 Months-7.61-3.11
1 Year-2.184.59
3 Years annualised7.049.91
5 Years annualised11.6711.66
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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