Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Artemis UK Smaller Companies

Ranked 17 out of 51 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Mark Niznik

Mark Niznik began his career in 1986 as a discretionary private client fund manager at Greig Middleton. After seven years in this role he moved on to Perpetual where he managed the Invesco Perpetual UK Smaller Companies Equity fund. In 2002 he transferred to Standard Life Investments where he adopted a stock picking approach to the UK Opportunities fund and also looked after an in house small cap pension fund. He moved to Artemis in October 2007, and now co manages the Artemis UK Smaller Companies fund with William Tamworth. Niznik counts scuba diving and motorcycling among his preferred pastimes.

William Tamworth

Objective

The objective of the Fund is to achieve long-term capital growth. The emphasis of the Fund will be investment in smaller companies listed, quoted and/or traded in the UK and in smaller companies which are headquartered or have a significant part of their activities in the UK which are quoted on a regulated market outside the UK.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.0%
2018 -13.3% -6.6% 12.1% -3.9% -14.0%
2017 29.1% 8.9% 5.0% 4.9% 7.6%
2016 12.2% -1.6% -6.1% 13.6% 6.8%
2015 18.2% 4.1% 6.8% 0.5% 5.7%
2014 -4.8% 1.1% -1.1% -3.7% -1.1%
2013 30.3% 11.2% -2.4% 9.1% 10.1%
2012 21.6% 11.0% -2.3% 8.3% 3.7%
2011 1.0% 5.8% 4.4% -8.5% 0.0%
2010 24.3% 3.6% -1.2% 12.1% 8.4%
2009 42.7% -1.3% 15.3% 21.8% 2.9%
2008 -50.5% -5.8% 4.0% -28.2% -29.7%
2007 2.4% 8.3% 6.2% -5.2% -6.1%
2006 17.1% 14.1% -5.8% -1.3% 10.3%
2005 20.5% 7.8% -1.8% 12.8% 0.9%
2004 25.5% 8.1% 0.6% 5.0% 9.8%
2003 39.8% -6.9% 20.2% 14.7% 9.0%
2002 -10.6% 5.0% -5.3% -14.5% 5.0%
2001 -10.7% -5.7% 4.0% -24.0% 19.8%
2000 34.6% 34.2% -6.9% 12.4% -4.2%
1999 199.8% 18.6% 16.1% 11.6% 95.1%
1998 -16.4% 0.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
RPS Group PLC ORD 3.26%
RM PLC ORD 2.90%
4imprint Group PLC ORD 2.75%
Tarsus Group PLC ORD 2.72%
Volution Group PLC ORD 2.68%
Mears Group PLC ORD 2.64%
National Express Group PLC ORD 2.53%
Computacenter PLC ORD 2.45%
Wilmington PLC ORD 2.40%
Gocompare.Com Group PLC ORD 2.31%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/04/1998
  • Share Class size432Mn
  • Base currencyGBP
  • ISIN GB0002583598

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0.00%

Related News

Invesco ramps up Brooks Macdonald stake with £4.2m buy

Invesco has ramped up its backing for Brooks Macdonald from 3.4% of equity to 5.3%.

Funds hit as star stock Games Workshop bites back

Stellar stock with strong fund manager backing slumps 8% and has lost around a fifth of its value since the end of last month.

Artemis pulls plug on Revolution vodka bar bid

Artemis has pulled its previous support for a planned takeover of embattled vodka bar chain Revolution

Artemis names co-manager on Niznik's UK small cap fund

William Tamworth is promoted after working under lead manager Mark Niznik for the past 11 months.

Artemis' Niznik: I believe the struggle is now behind us

The former Citywire AAA-rated manager has had a tricky time since joining Artemis in 2007 and explains why he is more optimistic about the future.

UK's top fund team lift Brooks Macdonald stake above 8%

The managers of the UK All Companies' top performing fund in 2011, Liontrust's Anthony Cross and Julian Fosh, have lifted their stake in Brooks Macdonald to above the 8% mark.  

Shrewdies net millions from Hamworthy bid approach

Walker Crips duo Stephen Bailey and Jan Luthman, Artemis' Mark Niznik, Schroders' Andy Brough, OMAM's Dan Nickols and Charlie Thomas of Jupiter are set to benefit from the 20% surge in Hamworthy shares. 

Dodd pumps up with AFA

Smaller companies shrewdy John Dodd has topped up his holding in AFA Systems on the back of its recent results and two contract wins.

Citywire three-year review: Artemis UK Smaller Companies

The Artemis UK Smaller Companies unit trust celebrates its third birthday at the top of the table, following staggering returns in the technology-related rally.

Directors cooking up at Aga

Four senior directors of Aga Foodservice Group, the engineering and manufacturing group formerly known as Glynwed International, have snapped up shares following Tuesday’s results.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).