Fund Fact Sheet
Artemis UK Smaller Companies
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Quick Stats
| Fund currency | GBX |
Change on day | -0.49% |
Sector |
UK Smaller Companies |
| Bid price | 523.36 |
YTD return | 41.72% |
Fund Size (£m) |
327.3 |
| Mid price | n/a |
Yield | 0.00% |
Fund type | UKA |
| Offer price | 563.13 |
Type | Growth |
Launch Date | 03-04-1998 |
| Fund Objective |
| To achieve long-term capital growth. The emphasis of the Fund will be investment in smaller companies listed, quoted and/or traded in the UK and in smaller companies which have a significant part of their activities in the UK which are quoted on a regulated market outside the UK. The Manager actively manages the portfolio. The securities of companies listed, quoted and/or traded in the UK but domiciled elsewhere and the securities of companies traded on PLUS may be included in the portfolio. |
Fund Ratings
| Interactive Investor Risk Rating |
Financial Express Crown Rating |
| Risk Level |
High |
 |
|
Performance Against Sector
| Total returns |
Fund +/- |
Sector +/- |
| 1 year |
+49.10% |
+54.95% |
| 3 year |
-23.43% |
-11.76% |
| 5 year |
+2.58% |
+29.96% |
12 Month Performance
| High |
529.42 |
| Low |
344.90 |
Manager Information
| Name |
Start Date |
Biography |
| Mark Niznik |
22-10-2007 |
Mark began his investment career with Legal & General in 1985, before joining Greig Middleton & Co Limited where he was a private client fund manager. In 1992, he joined Perpetual Plc in the role of small cap fund manager covering the UK part of their Global Smaller Companies Fund; the UK Smaller Companies Core Fund & the Invesco Perpetual UK Smaller Companies Investment Trust. Mark joined Standard Life Investments in 2002, as a small/mid cap fund manager, running their UK Opportunity Fund from its launch in November 2002; and in-house small cap pension funds. Mark joined Artemis in October 2007 and is part of the small cap team and co-fund manager of the Artemis UK Smaller Companies Fund. |
| John Dodd |
03-04-1998 |
John Dodd is a director and founder member of Artemis. Previous roles include LAS Investment Management, Gulf International Bank in Bahrain and five years at Gartmore from 1988. Prior to setting up Artemis, John was Senior Investment Manager responsible for smaller company investments in the UK at Ivory & Sime. He has managed the Artemis UK Smaller Companies Fund since its launch in April 1998. |
Current Market Information
| Bid |
523.36 |
| Mid |
n/a |
| Offer |
563.13 |
| Change |
-2.79 (-0.49%) |
| XD (ex-dividend) |
|
| Price Date |
20-11-2009 |
Purchase Information
| Min. Single Investment |
£1,000 |
| Min Regular Savings |
£1,000 |
| Ex-Dividend Date(s) |
1 Jan |
| ISA |
Yes |
| Pep |
Yes |
|
Charges
| Standard (Fund Manager) Initial Charge |
5% |
| Annual Management Charge (AMC) |
1.5% |
| Total Expenses Ratio (TER) |
1.65% |
|
Fund codes
| ISIN Code |
GB0002583598 |
| MEX Code |
8AAUKS |
The pricing, performance, charts and/or news information provided above is only for your personal information and use and is not intended to address your particular requirements or to be relied upon in making (or refraining from making) any specific investment or other decisions. Interactive Investor Trading Limited and its Data Providers do not warrant the accuracy, timeliness or suitability of any information provided above. Such information shall not constitute any form of advice or recommendation by us. Where you are unsure about any matters raised by the above information you should obtain appropriate expert independent advice.
Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.
