Artemis US Smaller Companies Fund I Acc GBP

Category US Small-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£5.0046

arrow-up£0.128 (+2.64%)

Fund Code

ATUCA

BMMV576

GB00BMMV5766

Prices updated as at 01 May 2026

Prices in GBP

Investment objective

The fund aims to grow capital over a five year period. The fund invests 80% to 100% in shares of smaller companies which, when first acquired, have a market value of less than USD 10 billion 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, and money market instruments.

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	US Small-Cap Equity
31 Mar 15 - 31 Mar 16	0.96	-6.64
31 Mar 16 - 31 Mar 17	41.50	41.17
31 Mar 17 - 31 Mar 18	4.31	0.91
31 Mar 18 - 31 Mar 19	22.09	11.05
31 Mar 19 - 31 Mar 20	-9.82	-17.34
31 Mar 20 - 31 Mar 21	69.05	74.58
31 Mar 21 - 31 Mar 22	1.37	-0.22
31 Mar 22 - 31 Mar 23	-15.66	-5.15
31 Mar 23 - 31 Mar 24	32.59	17.09
31 Mar 24 - 31 Mar 25	-12.17	-8.14
31 Mar 25 - 31 Mar 26	28.23	16.69

Trailing returns (%)

Year	This fund	US Small-Cap Equity
1 Day	2.64	0.80
1 Month	10.88	7.44
3 Months	7.17	6.50
6 Months	11.98	9.54
1 Year	49.47	32.46
3 Years annualised	20.72	11.62
5 Years annualised	6.87	4.91

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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