Artemis US Select
  • Fund Manager  
    Cormac Weldon
  • Currency  
    USD
  • Sector  
  • Fund Type  
    OEIC
  • Fund Size  
    $695.9m
  • Launch Date  
    19/09/2014

The fund aims to achieve long-term capital growth by investing principally in the shares of companies listed, quoted or traded in the United States of America.

Cormac is head of the US team and has managed the Artemis US Equity, US Select and US Smaller Companies Funds since launch. He studied accounting and finance at Dublin City University, graduating in 1987 and joining KPMG. After moving to Provident Mutual where he was a US equity analyst, Cormac spent two years as a fund manager for the British Gas Pension Fund. He joined Threadneedle in 1997, later becoming head of the North America team and the lead manager of three of its US funds. He moved to Artemis in 2014.

Performance

1 Year 3 Year 5 Year
Artemis US Select 12.57% - -
S&P 500 TR USD 8.88% - -
Figures correct as at 15/09/17
As at 15/09/17
Derived - GICs Sector as at 31/05/2017
GICs Sector % of fund
Information Technology
33.6%
Consumer Discretionary
17.58%
Health Care
15.26%
Financials
11.5%
Industrials
6.49%
Consumer Staples
5.5%
Materials
3.05%
Energy
2.04%
Telecommunication Services
1.98%
Real Estate
1.62%

Fees

Charge Amount Rating
Ongoing Charge (USD acc shares)0.86% 
Data provided by Lipper. 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.