Quick Stats

Bid Price - Offer Price -
Mid Price USX 149.18 Day Change USX +0.91 (0.92%)
Price Date 25 Sep 2017 Crown Rating
Shares Class Inc. Yield 0.05 %
Total Expense Ratio 0.00 Fund Size 183,172,696.54
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 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.