Artemis UK Smaller Companies Fund I AccRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -12.7 | 29.1 | -16.5 | 30.0 | -6.1 |
![]() | +/-Cat | -0.7 | 3.9 | -23.8 | 7.1 | 7.8 |
![]() | +/-B’mrk | 1.1 | 11.5 | -18.2 | -1.3 | 1.3 |
Category: UK Small-Cap Equity | ||||||
Category Benchmark: FTSE Small Cap Ex Invest Tr... |
Key Stats | ||
NAV 26/05/2022 | GBP 20.49 | |
Day Change | 0.77% | |
Morningstar Category™ | UK Small-Cap Equity | |
IA (formerly IMA) Sector | UK Smaller Companies | |
ISIN | GB00B2PLJL57 | |
Fund Size (Mil) 25/05/2022 | GBP 405.46 | |
Share Class Size (Mil) 10/12/2018 | GBP 225.83 | |
Max Initial Charge | - | |
Ongoing Charge 31/12/2021 | 0.86% |
Morningstar Research |
Analyst Report |
The experienced management and consistent approach make Artemis UK Smaller Companies a strong UK small-cap offering. The I share class retains its Morningstar Analyst Rating of Silver. More expensive share classes are rated Bronze. Mark Niznik... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | Above Average |
Parent | Above Average |
Process | Above Average |
Performance | |
Price |
Investment Objective: Artemis UK Smaller Companies Fund I Acc |
The fund aims to grow capital over a five year period. The Fund invests 80%-100% in shares of smaller companies and up to 20% in bonds, cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments, and derivatives. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
William Tamworth 31/03/2016 | ||
Mark Niznik 22/10/2007 | ||
Inception Date 01/09/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Numis SC Ex Invt Com TR GBP | FTSE Small Cap Ex Invest Trust TR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Artemis UK Smaller Companies Fund I Acc | 30/04/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.22 |
![]() | ![]() | 2.84 |
![]() | ![]() | 2.80 |
![]() | ![]() | 2.78 |
![]() | ![]() | 2.75 |
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Artemis UK Smaller Companies Fund I Acc |