Artemis UK Smaller Companies I Inc GBP
Shares Class | Inc. |
---|---|
Yield | 1.00 |
Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 1.00 |
Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
Fund Size | 401,722,832.00 | Launch Date | 03/04/1998 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.75 |
Sector | IMA UK Equity Income | Min Investment (£) | 250,000.00 | Total Expense Ratio (%) | 0.00 |
ISIN | GB00BD3GTG43 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 0.8600 (on 31/07/2020) |
To grow capital over a five year period.
Mark Niznik
Mark has managed Artemis 'UK smaller companies' strategy since joining the firm in 2007 which he does alongside fellow manager William Tamworth. His investment career began in 1985 with Legal & General which was followed by a stint as a private client fund manager at Greig Middleton & Co. In 1992 he joined Perpetual covering the UK part of its Global Smaller Companies Fund the UK Smaller Companies Core Fund and the Invesco Perpetual UK Smaller Companies Investment Trust. Then Mark moved to Standard Life Investments as a small-mid-cap fund manager running its UK Opportunity Fund from launch in November 2002 and its in-house small-cap pension funds
William Tamworth
William works with Mark Niznik managing Artemis 'UK smaller companies' strategy. He graduated from Oxford in 2006 with a degree in economics and management and joined Citigroup as an equity research analyst in the UK small- and mid-cap team. William moved to Liberum in 2009 where he continued to work in small- and mid-cap equity research specialising in support services. A CFA charterholder William joined Artemis in 2015.
Name | Weight |
---|---|
Aerospace & Defence | 4.00% |
Beverages | 1.00% |
Building & Construction | 10.00% |
Consumer Goods | 0.00% |
Financials | 12.00% |
Food Producers | 3.00% |
General Industrials | 0.00% |
Healthcare & Medical Products | 2.00% |
Household Goods | 3.00% |
Industrials | 3.00% |
Media | 3.00% |
Money Market | 1.00% |
Oil & Gas Equipment & Services | 0.00% |
Oil & Gas Exploration & Produc | 0.00% |
Pharmaceuticals | 5.00% |
Real Estate | 3.00% |
Retailers - General | 5.00% |
Software | 10.00% |
Support Services | 18.00% |
Travel | 9.00% |
Name | Weight |
---|---|
ALLIANCE PHARMA | 2.00% |
BROOKS MACDONALD GROUP | 2.00% |
EUROMONEY INSTITUTIONAL INVEST | 2.00% |
GOCO GROUP PLC | 2.00% |
MEARS GROUP | 2.00% |
NATIONAL EXPRESS GROUP | 2.00% |
NCC GROUP | 2.00% |
RPS GROUP | 2.00% |
VECTURA GROUP | 2.00% |
VOLUTION GROUP PLC | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.