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Artemis UK Smaller Companies - Downgraded
Mark Niznik took full responsibility of the fund in 2011, following a four-year tenure as a co-manager alongside John Dodd. The fund has underperformed its benchmark in the last three discrete years and year to date, whilst lagging the peer group over the same period. Formerly this fund had a large proportion of its assets in natural resources stocks, particularly oil companies, which included a large allocation to unquoted stocks. These exposures have since been reduced under Niznik, so the fund now appears more balanced. That said, we have more conviction in alternative smaller companies mandates that offer a cleaner track record and consequently investors may consider switching.
Different funds carry varying levels of risk depending on the geographical region and industry sector in which they invest. You should make yourself aware of these specific risks prior to investing.
This article is not a personal recommendation or advice to invest.