Artemis UK Special Situations Fund R Acc
Category UK Flex-Cap Equity
Last buy/sell price
£8.8329
£0.006 (+0.07%)
Fund Code
0219226
GB0002192267
Prices updated as at 09 May 2025
|
Prices in GBP
Investment objective
The fund aims to grow capital over a five year period. The fund invests 80% to 100% in company shares 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. The fund may use derivatives for efficient portfolio management purposes.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | UK Flex-Cap Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | -0.65 | 4.47 |
| 31 Mar 15 - 31 Mar 16 | 0.93 | -1.10 |
| 31 Mar 16 - 31 Mar 17 | 12.16 | 18.02 |
| 31 Mar 17 - 31 Mar 18 | -1.53 | 4.50 |
| 31 Mar 18 - 31 Mar 19 | -2.49 | 1.42 |
| 31 Mar 19 - 31 Mar 20 | -18.54 | -19.88 |
| 31 Mar 20 - 31 Mar 21 | 55.07 | 41.62 |
| 31 Mar 21 - 31 Mar 22 | -2.12 | 2.16 |
| 31 Mar 22 - 31 Mar 23 | 1.30 | -0.20 |
| 31 Mar 23 - 31 Mar 24 | 12.23 | 7.83 |
| 31 Mar 24 - 31 Mar 25 | 7.06 | 4.28 |
Trailing returns (%)
| Year | This fund | UK Flex-Cap Equity |
|---|---|---|
| 1 Day | 0.07 | -0.16 |
| 1 Month | 17.37 | 13.73 |
| 3 Months | 2.42 | -1.02 |
| 6 Months | 9.29 | 4.54 |
| 1 Year | 9.10 | 4.36 |
| 3 Years annualised | 11.49 | 7.01 |
| 5 Years annualised | 12.73 | 9.23 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
