Artemis UK Special Situations Fund Class R Accumulation Units


Buy Price (as of 28/09/2016) £5.8672  Sell Price (as of 28/09/2016) £5.5208   Day Change :  0.77%     Fund Code:  ATSPS 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Biography

Having received his fund management training within Ivory & Sime, Derek was promoted in 1992 to manage UK Equity Income portfolios, an area responsible for over

Biography

After graduating from Loughborough University with a BSc in Banking and Finance, Andy joined Deloitte and Touche as a Trainee Chartered Accountant before moving into Corporate Finance as a Support Analyst. His focus moved to Fund Management in 1998 when he joined Murray Johnstone as Assistant Fund Manager, UK Small Cap. Three years followed at Legg Mason as Fund Manager UK Small Caps. Andy joined Artemis in July 2006 from Scottish Widows Investment Partnership where he was Investment Director responsible for a number of Large Cap Funds and institutional mandates. Andy manages the Artemis VCT plc. Additionally, he assists John Dodd, Mark Niznik and Derek Stuart with stock selection in the small cap and AiM sectors.
Investment HouseArtemis
Fund ProviderArtemis Fund Managers Limited
ManagerDerek Stuart   Biography
ManagerAndy Gray   Biography

Fund Objective The fund aims to increase the value of units over the long term.

Key Statistics

Fund Status
Fund TypeUNIT TRUST
ISINGB0002192267
12-Month NAV High -
12-Month NAV Low -
Fund Comparative IndexFTSE All Share TR GBP
Morningstar CategoryTMUK Flex-Cap Equity
Dividend FrequencyYearly
Historic Yield1.41%

Annual Charges

Morningstar ratings

 as of  31/08/2016
Overall2 star
3 Years2 star
5 Years2 star
10 Years3 star

Growth of £1000 Help

 as of  28/09/2016

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
-2.24-0.22-0.67-3.010.63
Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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