Artemis SmartGARP Global Equity Fund Class R Acc GBP

Category Global Large-Cap Value Equity

Last buy/sell price

£4.4296

arrow-down£-0.012 (-0.28%)

Fund Code

0679574

GB0006795743

Prices updated as at 24 Jan 2025

Prices in GBP

Investment objective

The fund objective is 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 to reduce risk and manage the fund efficiently.

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	Global Large-Cap Value Equity
31 Dec 14 - 31 Dec 15	6.89	1.46
31 Dec 15 - 31 Dec 16	22.93	27.92
31 Dec 16 - 31 Dec 17	17.74	10.95
31 Dec 17 - 31 Dec 18	-8.09	-8.31
31 Dec 18 - 31 Dec 19	15.64	14.63
31 Dec 19 - 31 Dec 20	1.10	1.74
31 Dec 20 - 31 Dec 21	22.71	18.23
31 Dec 21 - 31 Dec 22	-3.23	0.49
31 Dec 22 - 31 Dec 23	3.13	9.30
31 Dec 23 - 31 Dec 24	20.75	9.40

Trailing returns (%)

Year	This fund	Global Large-Cap Value Equity
1 Day	-0.28	-0.36
1 Month	4.32	4.97
3 Months	8.43	4.68
6 Months	9.71	8.23
1 Year	23.50	15.62
3 Years annualised	8.98	8.59
5 Years annualised	9.09	8.42

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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