Artemis US Absolute Return R Acc US
|Bid Price||-||Offer Price||-|
|Mid Price||USX 102.16||Day Change||USX +0.19 (0.69%)|
|Price Date||21 Apr 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.00||Fund Size||332,729,187.57|
|Launch Date||27/10/2014||Standard Initial Charge (%)||5.00|
|Annual Management Charge (%)||1.50||Sector||IMA UK Equity Income|
|Min Investment (£)||25,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BMMV5L03||Min TopUp (£)||500.00|
The fund aims to achieve a positive return over the longer term, notwithstanding changing market conditions, investing principally in the shares of companies listed, quoted or traded in the United States of America.
Stephen holds a BComm and a BA from the University of Queensland and is an associate of the Securities Institute of Australia. He began his career at First State in 1997, where he worked on the North American team, progressing to portfolio manager in 2001. In 2002 he joined Threadneedle to cover the US consumer sector. He subsequently covered the telecoms and basic materials sectors while managing a number of the company's segregated US portfolios. In 2004, he became deputy manager of Threadneedle's US hedge fund. Stephen launched the Threadneedle American Extended Alpha Fund in 2007 and became lead manager on the company's US hedge fund in 2008. In 2010, he launched the Threadneedle American Absolute Alpha Fund, a UCITS long/short fund. Stephen joined Artemis in 2014 and has managed the Artemis US Extended Alpha Fund since launch in September 2014 and the Artemis US Absolute Return Fund since launch in October 2014.