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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Artemis Investment Funds ICVC - Artemis US Smaller Companies Fund I Acc GBP Hedged: holdings, performance and fees
1Y return+29.1%
3Y return+74.2%
5Y return+31.7%
OCF (ongoing charge)0.86%
Top 10 holdings
| Holding | Weight |
|---|---|
| J. B. HUNT TRANSPORT SERVICES, INC. | 4.5% |
| COHERENT CORP | 4.4% |
| EVERCORE INC. | 4.0% |
| NVENT ELECTRIC PLC | 3.6% |
| CENTERPOINT ENERGY, INC. | 3.5% |
| QUEST DIAGNOSTICS INCORPORATED | 3.4% |
| CRANE CO-W/I | 3.4% |
| SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY | 3.3% |
| HUDBAY MINERALS INC. | 2.9% |
| FIRST INDUSTRIAL REALTY TRUST USD0.01 | 2.9% |
Top sectors
- Hardware13.6%
- Healthcare & Medical Products10.5%
- Electronic & Electrical Equipment9.1%
- Software7.7%
- Banks6.9%
Top countries
- USA97.2%
- Canada2.9%
- Cash & Cash Equivalents-0.1%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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