Artemis US Smaller Companies I Acc GBP

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.02%
  • 3 Year sharpe0.70
  • 3 Year alpha9.98
  • Distribution Typeaccumulation
  • BenchmarkRussell 2000 TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.89%
  • IA SectorNorth American Smaller Companies
  • Manager GroupArtemis
  • DomicileUnited Kingdom
  • ISINGB00BMMV5766

Investment Strategy

The objective of the Sub-Fund is to grow capital over a five year period. The Sub-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.

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