Artemis UK Smaller Companies Fund I Inc GBP

Morningstar Rating™(Relative to Category)31/08/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average2 star
5-Year*Below AverageAbove Average2 star
10-Year*Below AverageAverage2 star
Overall*Below AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artemis UK Smaller Companies Fund I Inc GBP
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements31/08/2020
 
3-Yr Std Dev22.46 %
3-Yr Mean Return-2.40 %
 
3-Yr Sharpe Ratio-0.13
 
Modern Portfolio Statistics31/08/202031/08/2020
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta1.071.07
3-Yr Alpha1.241.24
 
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* 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)

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