Artemis UK Smaller Companies I Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.64%
  • 3 Year sharpe0.03
  • 3 Year alpha-1.36
  • Distribution Typeaccumulation
  • BenchmarkNumis SC Ex Invt Com TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.86%
  • IA SectorUK Smaller Companies
  • Manager GroupArtemis
  • DomicileUnited Kingdom
  • ISINGB00B2PLJL57

Investment Strategy

The fund aims to grow capital over a five year period. The Fund invests 80%-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.

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