Artemis US Extended Alpha Fund I Acc GBP

Category US Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£5.0736

arrow-up£0.047 (+0.94%)

Fund Code

ATUAA

BMMV5G5

GB00BMMV5G59

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The objective of the fund is to grow capital over a five year period. The fund invests at least 80% in shares of US companies, either directly or indirectly through derivatives and Up to 20% in shares, or derivatives of shares, of companies in other countries, bonds, cash, near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, and money market instruments.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	US Large-Cap Growth Equity
30 Sep 14 - 30 Sep 15	11.64	6.15
30 Sep 15 - 30 Sep 16	36.05	28.51
30 Sep 16 - 30 Sep 17	18.16	15.24
30 Sep 17 - 30 Sep 18	20.24	24.80
30 Sep 18 - 30 Sep 19	11.08	8.08
30 Sep 19 - 30 Sep 20	10.42	24.11
30 Sep 20 - 30 Sep 21	22.82	22.62
30 Sep 21 - 30 Sep 22	-0.93	-8.23
30 Sep 22 - 30 Sep 23	9.96	11.67
30 Sep 23 - 30 Sep 24	22.88	22.60
30 Sep 24 - 30 Sep 25	10.18	18.07

Trailing returns (%)

Year	This fund	US Large-Cap Growth Equity
1 Day	0.94	-0.13
1 Month	-1.59	-2.45
3 Months	7.39	3.50
6 Months	17.71	12.94
1 Year	5.28	5.26
3 Years annualised	17.14	19.69
5 Years annualised	12.34	9.82

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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