Artemis US Smaller Companies I Acc

Quick Stats

Bid Price - Offer Price -
Mid Price USX 129.08 Day Change USX +0.43 (0.29%)
Price Date 6 Dec 2016 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 100,179,234.36
Launch Date 27/10/2014 Standard Initial Charge (%) 1.00
Currency USX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 250,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BMMV5873 Min TopUp (£) 500.00

Fund Objective

The fund aims to achieve long term capital growth by investing principally in smaller companies listed, quoted and/or traded in the United States of America and in companies which are headquartered or have a significant part of their activities in the USA which are quoted on a regulated market outside the USA.

Fund Managers

Cormac Weldon
Cormac is head of Artemis' US equity team. He studied accounting and finance at Dublin City University, graduating in 1987. He worked initially for KPMG before moving to Provident Mutual in 1991, where he became a US equity analyst. Between 1993 and 1997 he worked as a fund manager for the British Gas Pension Fund. Cormac joined Threadneedle in 1997, becoming head of the company's North America team and the lead manager of the respected Threadneedle American Select, Threadneedle American Smaller Companies and Threadneedle American funds in 2001, 2005 and 2011 respectively. He joined Artemis in 2014. Cormac has managed the Artemis US Equity and US Select funds since launch in September 2014 and the Artemis US Smaller Companies Fund since launch in October 2014.