Artemis US Absolute Return
  • Fund Manager  
    Stephen Moore
  • Currency  
    USD
  • Sector  
  • Fund Type  
    OEIC
  • Fund Size  
  • Launch Date  
    27/10/2014

The fund aims to achieve a positive return over the longer term, notwithstanding changing market conditions, investing principally in the shares of companies listed, quoted or traded in the United States of America.

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

Performance

1 Year 3 Year 5 Year
Artemis US Absolute Return I USD -1.65% - -
LIBOR USD 3 Month -5.3% - -
Figures correct as at 15/09/17
As at 15/09/17
Top Ten Longs as at 28/02/2017
Top Ten Longs % of fund
Liberty Expedia Holdings
2.1%
Alphabet Inc
2.1%
Activision Blizzard
1.9%
Lam Research
1.8%
Comcast A
1.7%
Zoetis Inc
1.6%
Take-Two Interactive
1.6%
T-Mobile
1.6%
KLA-Tencor
1.5%
Microsoft Corp
1.3%

Fees

Charge Amount Rating
Ongoing charge (USD acc shares)0.90% 
Data provided by Artemis. Care has been taken to ensure that the information is correct, but PIP Financial neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.