Artemis UK Smaller Companies Fund I Inc GBP
Category UK Small-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£18.4837
£0.164 (+0.90%)
Fund Code
ATSII
BD3GTG4
GB00BD3GTG43
Prices updated as at 21 Feb 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 Dec 14 - 31 Dec 15 | 18.14 | 15.62 |
31 Dec 15 - 31 Dec 16 | 12.26 | 7.71 |
31 Dec 16 - 31 Dec 17 | 30.01 | 25.97 |
31 Dec 17 - 31 Dec 18 | -12.65 | -11.98 |
31 Dec 18 - 31 Dec 19 | 29.17 | 25.26 |
31 Dec 19 - 31 Dec 20 | -16.54 | 7.29 |
31 Dec 20 - 31 Dec 21 | 29.96 | 22.85 |
31 Dec 21 - 31 Dec 22 | -8.29 | -24.03 |
31 Dec 22 - 31 Dec 23 | 4.85 | -0.23 |
31 Dec 23 - 31 Dec 24 | 9.36 | 5.63 |
Trailing returns (%)
Year | This fund | UK Small-Cap Equity |
---|---|---|
1 Day | 0.90 | 0.09 |
1 Month | 1.04 | 0.09 |
3 Months | -0.46 | -0.02 |
6 Months | -7.07 | -6.25 |
1 Year | 9.38 | 5.57 |
3 Years annualised | 3.76 | -3.92 |
5 Years annualised | 2.61 | 0.56 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.