Artemis SmartGARP Global Equity Fund Class S Acc GBP header image

Artemis SmartGARP Global Equity Fund Class S Acc GBP

Fund

ISIN GB00BT28LJ05 / Valor null

NAV (2025-04-17)
GBP 0.94+0.35%

Artemis SmartGARP Global Equity Fund Class S Acc GBP
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General Objective

The fund aims to achieve long-term capital growth by investing 80% to 100% in company shares and up to 20% in bonds, cash, other transferable securities, and derivatives.

Fund Exposure

The fund has a global investment strategy and invests in a wide range of industries. It uses a proprietary tool called 'SmartGARP' to identify companies that are growing faster than the market but are trading at lower valuations. The portfolio typically contains stocks with lower valuations than the market average, upgrades to profit forecasts, and are under-owned by the investment community.

Risks

Some of the risks associated with this fund include market risk, currency risk, interest rate risk, and the potential for losses from derivative instruments. Additionally, the fund's active management strategy may not always lead to outperformance compared to the market.

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Source

https://www.artemisfunds.com/en/gbr/investor/funds/explorer/artemis-smartgarp-global-equity-fund/class-c-accumulation-units-gbp

Tags:
active management global equities msci world index

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OTHER SHARE CLASSES OF THIS FUND

Artemis SmartGARP Global Equity Fund I Inc GBP
Artemis SmartGARP Global Equity Fund I Inc GBP Artemis SmartGARP Global Equity Fund I Inc GBP Valor: 12727298
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Annual Return

-50%0%+50%

Risk level

110
0.35%GBP 1.14
Artemis SmartGARP Global Equity Fund Class S Inc GBP
Artemis SmartGARP Global Equity Fund Class S Inc GBP Artemis SmartGARP Global Equity Fund Class S Inc GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.36%GBP 0.93
Artemis SmartGARP Global Equity Fund Class I Acc GBP
Artemis SmartGARP Global Equity Fund Class I Acc GBP Artemis SmartGARP Global Equity Fund Class I Acc GBP Valor: 4374231
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.35%GBP 4.49
Artemis SmartGARP Global Equity Fund Class R Acc GBP
Artemis SmartGARP Global Equity Fund Class R Acc GBP Artemis SmartGARP Global Equity Fund Class R Acc GBP Valor: 400100
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.35%GBP 3.95
Artemis SmartGARP Global Equity Fund Class C Acc GBP
Artemis SmartGARP Global Equity Fund Class C Acc GBP Artemis SmartGARP Global Equity Fund Class C Acc GBP Valor: 53103330
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.35%GBP 4.01