A pragmatic approach to small cap investing.
Prices as at 10 Aug 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
|Sector||UK Smaller Companies|
|Standard Initial Charge||0%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||0.75%|
|Ongoing Charges Figure||0.86%|
Investment ideas come from a network of brokers and consultants as well as extensive company meetings in the industry and the other managers at Artemis. The fund manager, Mark Niznik, will not be restricted to a house style or process at Artemis. His focus is on companies’ competitive advantage, visibility of earnings, growth in market share, cash dynamics of the business, diversity of customers and suppliers and critically the quality and depth of management. The manager aims to identify companies where there is a catalyst for share price appreciation, such as a favourable supply/demand balance, new technology breakthroughs or innovation. A company’s valuation is the last factor to be considered and is critical to the decision-making process. The fund manager’s valuation metrics include the P/E ratio, yield, free cash flow and asset backing (physical or intellectual property). The Fund’s capital is allocated on the basis of perceived share price upside and conviction and is not a function of their weighting in the index. Niznik’s buy/sell discipline reflects the share price potential of new investments compared with existing holdings. He is able to leverage off eight other UK equity specialists, many of whom have a bias towards small / mid cap companies.
Past performance is not a guide to future performance. View full risk warning