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The US small-cap fund beating the S&P over 15 years
20 February 2026
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Performance Table
Most Popular
Category
Most Viewed Sectors
| Sector | 6 m (%) | 1 y (%) | 3 y (%) | 5 y (%) |
|---|
Based on user traffic over the last 3 months.
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
Performance
Number of sectors returned:
| Name | 1 m (%) |
3 m (%) |
6 m (%) |
1 y (%) |
3 y (%) |
5 y (%) |
|---|
| Name | 0-12 m (%) |
12-24 m (%) |
24-36 m (%) |
36-48 m (%) |
48-60 m (%) |
|---|
| Name | YTD | 2025 (%) |
2024 (%) |
2023 (%) |
2022 (%) |
2021 (%) |
|---|
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
News & Research
Fundswire
Financials regain their edge on global equity markets
09 October 2025
Tom Dorner, Fund Manager on Polar Capital Global Financials Trust, explores the…
Read more
Artemis Income Fund quarterly commentary
20 February 2026
Adrian Frost, Andy Marsh, and Nick Shenton, and Jamie Lindsay report on…
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Performance
Time Period
6 m 1 y 3 y 5 y| Key | 3 m | 6 m | 1 y | 3 y | 5 y |
|---|---|---|---|---|---|
| FO Fixed Int - USD Short/ Medium Maturity | -1.7 | 2.1 | -1.0 | 3.7 | 15.6 |
Performance tables
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.