Artemis SmartGARP Global Equity Fund Class I Acc GBP

Category Global Large-Cap Value Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£4.5301

arrow-up£0.033 (+0.74%)

Fund Code

ATGGA

B2PLJP9

GB00B2PLJP95

Prices updated as at 26 Sep 2024

Prices in GBP

Investment objective

The fund objective is to grow capital over a five year period. The fund invests in 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.

Growth of 1,000 as of 27 Sep 2024, 01:09

10Y

Annual performance (%)

Year	This fund	Global Large-Cap Value Equity
30 Jun 13 - 30 Jun 14	13.71	9.42
30 Jun 14 - 30 Jun 15	20.90	6.32
30 Jun 15 - 30 Jun 16	4.79	9.22
30 Jun 16 - 30 Jun 17	26.67	22.87
30 Jun 17 - 30 Jun 18	8.99	4.97
30 Jun 18 - 30 Jun 19	4.06	2.63
30 Jun 19 - 30 Jun 20	-3.16	-5.41
30 Jun 20 - 30 Jun 21	28.40	24.46
30 Jun 21 - 30 Jun 22	-0.16	-1.24
30 Jun 22 - 30 Jun 23	4.42	9.09
30 Jun 23 - 30 Jun 24	21.36	12.21

Trailing returns (%)

Year	This fund	Global Large-Cap Value Equity
1 Day	0.14	0.01
1 Month	-0.54	0.08
3 Months	-2.84	0.95
6 Months	1.74	1.06
1 Year	13.80	10.31
3 Years annualised	6.29	6.84
5 Years annualised	8.78	7.59

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.