Artemis SmartGARP UK Equity Fund Class I Acc GBP
Category UK Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£34.807
£0.196 (+0.57%)
Fund Code
ATCFA
B2PLJM6
GB00B2PLJM64
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 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 invests at least 80% in the United Kingdom and up to 20% in other countries.
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 | 4.69 | 4.47 |
31 Mar 15 - 31 Mar 16 | -1.87 | -1.10 |
31 Mar 16 - 31 Mar 17 | 18.52 | 18.02 |
31 Mar 17 - 31 Mar 18 | 6.43 | 4.50 |
31 Mar 18 - 31 Mar 19 | 0.45 | 1.42 |
31 Mar 19 - 31 Mar 20 | -24.27 | -19.88 |
31 Mar 20 - 31 Mar 21 | 54.57 | 41.62 |
31 Mar 21 - 31 Mar 22 | 14.78 | 2.16 |
31 Mar 22 - 31 Mar 23 | 6.58 | -0.20 |
31 Mar 23 - 31 Mar 24 | 15.04 | 7.83 |
31 Mar 24 - 31 Mar 25 | 17.31 | 4.28 |
Trailing returns (%)
Year | This fund | UK Flex-Cap Equity |
---|---|---|
1 Day | 0.57 | 0.25 |
1 Month | 7.21 | 6.30 |
3 Months | 8.40 | 1.49 |
6 Months | 17.67 | 5.48 |
1 Year | 25.02 | 5.05 |
3 Years annualised | 15.06 | 6.51 |
5 Years annualised | 20.41 | 9.35 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.