Artemis US Select Fund

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Price
250.89p

Historic yield
0.19%

As at
03 Jul 2020

ISIN
GB00BMMV5105

The Artemis US Select Fund aims to deliver long-term capital growth by investing in a relatively small portfolio of the ‘best ideas’ generated by Artemis’ US equity team.

  • ‘Best ideas’: manager Cormac Weldon has the flexibility to invest in stocks wherever he finds opportunity. The fund typically holds 40 to 60 companies and bears little relation to its index, the S&P 500. Some holdings will be in smaller or less mature companies that the manager believes to have superior long-term growth potential.
  • Potential for growth: position sizes reflect the manager’s assessment of a stock’s upside potential and downside risks rather than its index weighting.
  • Flexible approach: the fund adopts a flexible approach to stock-picking, changing focus as the economic and market cycle change with the aim of delivering returns in different conditions.
  • An eye on risk: the manager pays as much attention to evaluating potential financial, market and economic risks as he does to the investment opportunity.
  • A highly-respected team: the Artemis US equity team has been working together for many years. It has built a reputation for its flexible and pragmatic investment approach.

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Investment team

Cormac Weldon

Cormac Weldon

Fund manager, since launch

Cormac has managed Artemis’ US equity strategies since launch.

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Key facts

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Investment policy

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