Artemis UK Future Leaders plc (AFL)

Category UK Small-Cap Equity
star-filled
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

350.00p

Buy

352.00p

arrow-down-2.50p (-0.71%)

Discount/Premium

-11.71%

Estimated NAV

401.505p

Prices updated at 05 Jun 2026, 16:35 BST
| Prices minimum 15 mins delay
|
Prices in GBX
Investment objective
The Company is an investment trust whose investment objective is to achieve long-term total return for shareholders primarily by investment in a broad cross- section of small to medium sized UK quoted companies.
FTSE All-Share
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LSE
Important documents: Please ensure that you have read the Key Information Document/Technical Guide or Product Summary document
, 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.

Portfolio as of 30/04/2026

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Market classification (%)

Top 10 holdings

1
Mears Group PLC
Sector
-
Country
United Kingdom
% of assets
2.83608
2
Young & Co's Brewery PLC Registered Shs Non Vtg
Sector
-
Country
United Kingdom
% of assets
2.6919
3
Mony Group PLC
Sector
-
Country
United Kingdom
% of assets
2.65121
4
Moonpig Group PLC Ordinary Shares
Sector
-
Country
United Kingdom
% of assets
2.57292
5
Coats Group PLC
Sector
-
Country
United Kingdom
% of assets
2.47892
6
Secure Trust Bank PLC
Sector
-
Country
United Kingdom
% of assets
2.47292
7
Victorian Plumbing Group PLC
Sector
-
Country
United Kingdom
% of assets
2.27435
8
Serco Group PLC
Sector
-
Country
United Kingdom
% of assets
2.26132
9
GB Group PLC
Sector
-
Country
United Kingdom
% of assets
2.15909
10
Oxford Instruments PLC
Sector
-
Country
United Kingdom
% of assets
2.08724
Assets in top 10 holdings %

24.49%

Total no. of equity holdings

76.00

Total no. of bond holdings

-

Stock sectors

Artemis UK Future Leaders plc
UK Small-Cap Equity

36.22%

Basic materials

0.93%
-

Con cyclical

25.07%
-

Financial svs

7.38%
-

Real estate

2.84%
-

52.88%

Comm services

11.60%
-

Energy

4.75%
-

Industrials

21.84%
-

Technology

14.69%
-

10.90%

Con defensive

5.31%
-

Healthcare

3.54%
-

Utilities

2.05%
-


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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