Artemis UK Smaller Companies Fund I Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh2 star
5-YearAverageAbove Average3 star
10-YearAverageAbove Average3 star
Overall*AverageAbove Average3 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Artemis UK Smaller Companies Fund I Acc
  • FTSE Small Cap Ex Invest Trust TR GBP
Volatility Measurements30/06/2022
3-Yr Std Dev25.74 %
3-Yr Mean Return7.79 %
3-Yr Sharpe Ratio0.28
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta1.021.04
3-Yr Alpha-2.86-3.85
* This share class has performance data calculated prior to the inception date, 2010-09-01. This is based upon a simulated/extended track record, using the track record of Artemis UK Smaller Companies R Acc (ISIN: GB0002583598), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(