Artemis SmartGARP Global Equity Fund Class R Acc GBP

Category Global Large-Cap Value Equity

Last buy/sell price

£5.5451

arrow-up£0.038 (+0.69%)

Fund Code

0679574

GB0006795743

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The fund objective is 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 may use derivatives for efficient portfolio management purposes to reduce risk and manage the fund efficiently.

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	Global Large-Cap Value Equity
30 Sep 14 - 30 Sep 15	8.44	-1.42
30 Sep 15 - 30 Sep 16	21.26	26.68
30 Sep 16 - 30 Sep 17	18.26	14.35
30 Sep 17 - 30 Sep 18	10.80	7.42
30 Sep 18 - 30 Sep 19	-0.41	0.76
30 Sep 19 - 30 Sep 20	-6.23	-6.93
30 Sep 20 - 30 Sep 21	33.02	25.59
30 Sep 21 - 30 Sep 22	-3.21	-2.78
30 Sep 22 - 30 Sep 23	5.63	11.90
30 Sep 23 - 30 Sep 24	13.12	11.53
30 Sep 24 - 30 Sep 25	30.06	14.10

Trailing returns (%)

Year	This fund	Global Large-Cap Value Equity
1 Day	0.69	0.70
1 Month	0.24	0.28
3 Months	9.77	6.83
6 Months	25.81	14.24
1 Year	31.41	15.63
3 Years annualised	18.38	12.50
5 Years annualised	13.91	10.87

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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