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.