ARMHArm Holdings PLC ADRhedged
Seeks investment results that correspond generally to the total return of the ordinary shares of Arm Holdings Plc in its local market.
By ADRH · Launched 2025
Annual Cost
0.19%
#870 of 6,040 · low cost
Fund Size
$4M
#5,360 of 6,040 · small
Return (1Y)
+77.2%
Track Record
1 year
#4,168 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,507+25.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityStrategy
Single stock
Holdings
By weightConcentration
single-stock exposure — holdings shown are derivatives collateral, not the fund's position
Arm Holdings PLC
96.9%
DREYFUS TRSRY SECURITIES
3.1%
CANADIAN IMPERIAL BANK OF COMMERCE
0.1%
Asset allocation
Stocks
99.0%
Cash
1.0%
By sector
Technology
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
74.3%High
Year-on-year price swings
Max drawdown
-48.8%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.53Decent risk-adjusted returns
Sortino (3Y)
0.83Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that correspond generally to the total return of the ordinary shares of Arm Holdings Plc in its local market.
- Strategy
- Invests at least 95% of net assets in ADRs of Arm Holdings Plc, using a currency swap to hedge against fluctuations in the exchange rate between the U.S. dollar and the British Pound. The Series is non-diversified and does not seek to replicate a specified index.
- Inception date
- March 13, 2025
- Fund family
- ADRH
Similar funds
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Data updated on 2026-09-18