Artemis SmartGARP UK Equity Fund Class I Acc GBPRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -7.2 | 30.8 | 6.3 | 3.6 | 16.3 | |
+/-Cat | -2.2 | 14.5 | 18.0 | -4.4 | 7.3 | |
+/-B’mrk | - | - | - | -4.1 | 6.4 | |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 17/10/2024 | GBP 29.40 | |
Day Change | 1.17% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B2PLJM64 | |
Fund Size (Mil) 15/10/2024 | GBP 473.81 | |
Share Class Size (Mil) 17/10/2024 | GBP 285.16 | |
Max Initial Charge | - | |
Ongoing Charge 07/04/2024 | 0.86% |
Investment Objective: Artemis SmartGARP UK Equity Fund Class I 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 01/09/2010 |
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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 I Acc GBP | 30/09/2024 |
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Top 5 Holdings | Sector | % |
Barclays PLC | Financial Services | 7.08 |
GSK PLC | Healthcare | 5.76 |
Imperial Brands PLC | Consumer Defensive | 4.95 |
Marks & Spencer Group PLC | Consumer Cyclical | 4.28 |
International Consolidated Airli... | Industrials | 3.50 |
Increase Decrease New since last portfolio | ||
Artemis SmartGARP UK Equity Fund Class I Acc GBP |