Artemis Uk Smaller Companies Fund

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Artemis UK Smaller Companies Fund I Inc GBP

Category UK Small-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£17.7777

arrow-up£0.103 (+0.58%)

Fund Code

ATSII

BD3GTG4

GB00BD3GTG43

Prices updated as at 01 Apr 2025
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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.

Annual performance (%)

YearThis fundUK Small-Cap Equity
31 Mar 14 - 31 Mar 15-1.96-2.02
31 Mar 15 - 31 Mar 1611.678.81
31 Mar 16 - 31 Mar 1724.4318.14
31 Mar 17 - 31 Mar 1811.6713.74
31 Mar 18 - 31 Mar 19-0.91-2.81
31 Mar 19 - 31 Mar 20-23.44-17.82
31 Mar 20 - 31 Mar 2149.6665.89
31 Mar 21 - 31 Mar 229.14-0.70
31 Mar 22 - 31 Mar 23-5.70-15.93
31 Mar 23 - 31 Mar 247.884.03
31 Mar 24 - 31 Mar 253.64-3.04

Trailing returns (%)

YearThis fundUK Small-Cap Equity
1 Day0.580.60
1 Month-1.93-3.24
3 Months-4.36-6.60
6 Months-7.70-8.44
1 Year4.24-2.39
3 Years annualised1.96-5.12
5 Years annualised12.047.58
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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