Artemis UK Smaller Companies Fund I Acc
Category UK Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£24.6462
£0.138 (+0.56%)
Fund Code
ATUSA
B2PLJL5
GB00B2PLJL57
Prices updated as at 23 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | UK Small-Cap Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | -1.22 | -2.02 |
| 31 Mar 15 - 31 Mar 16 | 12.52 | 8.81 |
| 31 Mar 16 - 31 Mar 17 | 24.95 | 18.14 |
| 31 Mar 17 - 31 Mar 18 | 11.64 | 13.74 |
| 31 Mar 18 - 31 Mar 19 | -0.94 | -2.81 |
| 31 Mar 19 - 31 Mar 20 | -23.44 | -17.82 |
| 31 Mar 20 - 31 Mar 21 | 49.65 | 65.89 |
| 31 Mar 21 - 31 Mar 22 | 9.14 | -0.70 |
| 31 Mar 22 - 31 Mar 23 | -5.70 | -15.93 |
| 31 Mar 23 - 31 Mar 24 | 7.87 | 4.03 |
| 31 Mar 24 - 31 Mar 25 | 3.64 | -3.04 |
Trailing returns (%)
| Year | This fund | UK Small-Cap Equity |
|---|---|---|
| 1 Day | -0.33 | -0.35 |
| 1 Month | 10.76 | 9.42 |
| 3 Months | 5.53 | 1.00 |
| 6 Months | 4.18 | 0.12 |
| 1 Year | 4.22 | -4.32 |
| 3 Years annualised | 6.50 | -0.87 |
| 5 Years annualised | 12.34 | 5.98 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
