Artemis US Extended Alpha Fund I Acc GBP

Category US Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£4.2757

arrow-down£-0.012 (-0.27%)

Fund Code

ATUAA

BMMV5G5

GB00BMMV5G59

Prices updated as at 28 Mar 2025

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 (%)

Year	This fund	US Large-Cap Growth Equity
31 Dec 14 - 31 Dec 15	15.22	8.69
31 Dec 15 - 31 Dec 16	31.77	22.27
31 Dec 16 - 31 Dec 17	12.56	15.93
31 Dec 17 - 31 Dec 18	3.53	2.35
31 Dec 18 - 31 Dec 19	24.12	27.23
31 Dec 19 - 31 Dec 20	15.91	31.15
31 Dec 20 - 31 Dec 21	24.35	21.92
31 Dec 21 - 31 Dec 22	-8.40	-21.52
31 Dec 22 - 31 Dec 23	17.49	26.69
31 Dec 23 - 31 Dec 24	27.44	25.35

Trailing returns (%)

Year	This fund	US Large-Cap Growth Equity
1 Day	-1.69	-1.59
1 Month	-8.57	-7.18
3 Months	-11.38	-9.97
6 Months	-1.97	2.95
1 Year	-2.71	4.15
3 Years annualised	8.14	7.79
5 Years annualised	14.70	14.63

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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