Artemis US Smaller Companies Fund I Acc GBP

Category US Small-Cap Equity

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

Last buy/sell price

£3.3573

arrow-down£-0.096 (-2.79%)

Fund Code

ATUCA

BMMV576

GB00BMMV5766

Prices updated as at 03 Apr 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 which, when first acquired, have a market value of less than USD 10 billion 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, and money market instruments.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Olivia Micklem, Cormac Weldon
	4.57
	3.36
Fund comparative index	Russell 2000 NR GBP
	North American Smaller Companies
	-
	0.86
	0.06
	0.00
	US Small-Cap Equity
	No
Fund provider	Artemis Fund Managers Limited
Share class launch date	27 Oct 2014
	£1.24b
	-
	0.00
	-
	Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.

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