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Artemis US Extended Alpha Class I - Accumulation (GBP Hedged)

Sell:169.57p Buy:169.57p Change: 0.01p (0.01%)
Prices as at 21 January 2020
Sell:169.57p
Buy:169.57p
Change: 0.01p (0.01%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 21 January 2020
Sell:169.57p
Buy:169.57p
Change: 0.01p (0.01%)
Prices as at 21 January 2020
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market. But share prices of well-known companies react quickly to new information. We think this makes it difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. The US economy is in reasonable health and its stock market has performed well since the 2008 financial crisis. We think the prospects of most US companies are now reflected in their share prices and there's little value available for investors. That said, some commentators think the region's world-class technology companies have the potential to increase profits which could justify share prices climbing higher. For broad exposure to the US stock market, we think a low-cost tracker fund could be considered. We think active fund managers have more potential to deliver strong performance by investing in higher-risk small and medium-sized US companies.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

21/01/15 to 21/01/16 21/01/16 to 21/01/17 21/01/17 to 21/01/18 21/01/18 to 21/01/19 21/01/19 to 21/01/20
Annual return n/a n/a 26.08% -3.76% 25.16%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

Artemis was formed in 1997 and offers a range of funds invested in the UK, Europe and around the world. The Artemis philosophy is that a fund's primary aim is to beat the market and generally the fund managers are free to pursue their best ideas in order to achieve this.

Artemis is home to some of the market's leading fund managers who are required to invest their own money into their funds, and therefore success for them is success for their investors. We feel this is a great incentive for them to continue striving for good performance.

Information about the fund

Fund manager biography

Manager Name: William Warren
Manager start date: 22 September 2014
Manager located in: London

William is a member of the US equities team and joined Artemis in 2014. After graduating from Michigan State University with a degree in finance, he began his career as an analyst at JP Morgan. He then spent nine years at Lehman Brothers, where he was a senior portfolio manager and specialised in global technology stocks. He also covered technology after joining Threadneedle's US equity team and from 2008 to 2011 served as the company's global technology sector head. Between 2008 and 2014, William was the co-manager of Threadneedle's American Extended Alpha and American Absolute Alpha funds.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account