Artemis SmartGARP UK Equity Fund Class R Acc GBP

Category UK Flex-Cap Equity

Last buy/sell price

£37.0945

arrow-up£0.421 (+1.15%)

Fund Code

0679552

GB0006795529

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The fund aims to grow capital over a five year period. The fund invests 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.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	UK Flex-Cap Equity
30 Sep 14 - 30 Sep 15	5.36	3.92
30 Sep 15 - 30 Sep 16	5.61	11.37
30 Sep 16 - 30 Sep 17	20.36	15.07
30 Sep 17 - 30 Sep 18	4.10	6.31
30 Sep 18 - 30 Sep 19	-2.84	-1.47
30 Sep 19 - 30 Sep 20	-16.47	-11.98
30 Sep 20 - 30 Sep 21	51.30	33.74
30 Sep 21 - 30 Sep 22	-2.06	-16.97
30 Sep 22 - 30 Sep 23	11.91	13.18
30 Sep 23 - 30 Sep 24	17.86	14.06
30 Sep 24 - 30 Sep 25	35.70	9.14

Trailing returns (%)

Year	This fund	UK Flex-Cap Equity
1 Day	1.15	0.55
1 Month	1.42	-1.26
3 Months	7.48	2.10
6 Months	17.66	5.18
1 Year	34.07	10.63
3 Years annualised	20.60	9.74
5 Years annualised	19.14	7.19

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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