Welcome to the new morningstar.co.uk! Learn more about the changes and how our new features help your investing success.

Artemis UK Smaller Companies Fund I Inc GBP

Morningstar Rating™(Relative to Category)31/10/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-Year*Above AverageLow4 star
10-Year*AverageLow3 star
Overall*Above AverageLow4 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Artemis UK Smaller Companies Fund I Inc GBP
  • FTSE Small Cap Ex Invest Trust TR GBP
Volatility Measurements30/11/2019
3-Yr Std Dev11.14 %
3-Yr Mean Return13.76 %
3-Yr Sharpe Ratio1.11
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta0.980.98
3-Yr Alpha7.777.77
* This share class has performance data calculated prior to the inception date, 2016-09-14. 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(https://www.morningstar.com/research/signature)

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites