Artemis UK Smaller Companies Fund R Acc

Category UK Small-Cap Equity

Last buy/sell price

£20.7271

arrow-up£0.195 (+0.95%)

Fund Code

0258359

GB0002583598

Prices updated as at 02 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 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. 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.

Annual performance (%)

Year	This fund	UK Small-Cap Equity
31 Mar 14 - 31 Mar 15	-1.96	-2.02
31 Mar 15 - 31 Mar 16	11.67	8.81
31 Mar 16 - 31 Mar 17	24.02	18.14
31 Mar 17 - 31 Mar 18	10.82	13.74
31 Mar 18 - 31 Mar 19	-1.68	-2.81
31 Mar 19 - 31 Mar 20	-24.02	-17.82
31 Mar 20 - 31 Mar 21	48.54	65.89
31 Mar 21 - 31 Mar 22	8.33	-0.70
31 Mar 22 - 31 Mar 23	-6.40	-15.93
31 Mar 23 - 31 Mar 24	7.07	4.03
31 Mar 24 - 31 Mar 25	2.86	-3.04

Trailing returns (%)

Year	This fund	UK Small-Cap Equity
1 Day	0.95	0.85
1 Month	4.16	3.30
3 Months	0.43	-3.72
6 Months	-2.93	-4.94
1 Year	3.75	-3.04
3 Years annualised	2.76	-3.63
5 Years annualised	9.54	5.49

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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