Artemis SmartGARP UK Equity Fund Class R Acc GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -7.9 | 29.9 | 5.5 | 2.8 | 15.5 |
![]() | +/-Cat | -2.9 | 13.5 | 17.2 | -5.2 | 5.0 |
![]() | +/-B’mrk | - | - | - | -4.8 | 4.8 |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 14/08/2024 | GBP 25.27 | |
Day Change | 1.05% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB0006795529 | |
Fund Size (Mil) 06/08/2024 | GBP 439.30 | |
Share Class Size (Mil) 13/08/2024 | GBP 66.05 | |
Max Initial Charge | - | |
Ongoing Charge 07/04/2024 | 1.61% |
Investment Objective: Artemis SmartGARP UK Equity Fund Class R Acc GBP |
The fund aims to grow capital over a five year period. The fund invests in 80% to 100% in company shares 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 invests at least 80% in the United Kingdom and up to 20% in other countries. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Philip Wolstencroft 01/07/2010 | ||
Inception Date 23/12/1986 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Artemis SmartGARP UK Equity Fund Class R Acc GBP | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.57 |
![]() | ![]() | 5.80 |
![]() | ![]() | 4.61 |
![]() | ![]() | 3.73 |
![]() | ![]() | 3.59 |
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Artemis SmartGARP UK Equity Fund Class R Acc GBP |