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At a glance performance and information

Eligibility:

Share Dealing Account

ISA

ShareBuilder

SIPP

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Fund:

Artemis SmartGARP Global Emerging Markets Equity I Acc GBP
Sector:

IA Global Emerging Markets
Benchmark:

MSCI Emerging Markets

Discrete calendar year performance

Discrete calendar year performance
Investment	31/12/19 to 31/12/20	31/12/20 to 31/12/21	31/12/21 to 31/12/22	31/12/22 to 31/12/23	31/12/23 to 31/12/24
Artemis SmartGARP Global Emerging Markets Equity I Acc GBP	-0.37%	15.77%	-5.24%	12.35%	14.54%
IA Global Emerging Markets	13.65%	-0.46%	-12.21%	4.31%	8.23%
MSCI Emerging Markets	19.12%	-0.19%	-15.54%	9.85%	13.12%

Trailing returns

(*annualised)

Trailing returns
Investment	3 months	6 months	1 year	3 years*	5 years*
Artemis SmartGARP Global Emerging Markets Equity I Acc GBP	1.70%	9.30%	10.51%	11.30%	11.50%
IA Global Emerging Markets	-2.58%	3.78%	4.61%	4.15%	5.77%
MSCI Emerging Markets	2.13%	6.77%	13.26%	7.64%	9.21%

Overview

Fund Objective: To grow capital over a five year period.

Manager name	Artemis Fund Managers Limited
Manager start date	08 April 2015
Manager Biography	Raheel joined Artemis in 2014. He has co-managed Artemis‘ ‘global emerging markets equity‘ and ‘global equity’ strategies with Peter Saacke since launch in April 2015 and since April 2022, respectively. A Cambridge graduate in electrical engineering, he joined Fidelity International in 2002 as a quantitative analyst. In 2007 he was promoted to portfolio manager for a range of funds which grew to $2.5 billion. He moved to Fulcrum Asset Management in 2011.

Investment style:	*None
Region (geographical)	Global

Benchmark	MSCI Emerging Markets
Sector	IA Global Emerging Markets
FE fundinfo Rating	5 of 5

Fees & charges

Fees and Charges

Fees and Charges
Charge	Who receives this?	What is it?	Amount
Initial charge:	The fund manager	Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged.	0.00%
Ongoing Charges:	The fund manager	The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year.	0.86%
Performance Fee:	The fund manager	A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions.	0%
Typical transaction cost:	The fund manager	The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading.	0.188%*
Dealing commission:	Halifax	The cost of buying or selling some or all of your investment.	£9.50 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.
Account charges are not included
Key Investor Information Document (KIID)Open KIID document
Fees & Charges

Breakdown

Asset Allocation

Fund size: 1,255,014,849.19 GBX

Chart date: March 14, 2025

Top 10 Holdings

Top 10 Holdings
Security	Weight
Taiwan semiconductor manufacturing company limited	7.50%
Tencent holdings limited	4.04%
Alibaba group holding limited	3.26%
Emirates nbd bank (p.j.s.c)	3.12%
Geely automobile holdings	2.92%
Kia motors corp	2.54%
Jd.com, inc.	2.32%
Emaar properties	2.26%
Jb financial group co ltd	2.23%
Indus towers ltd	2.17%

Sectors

Sectors
Sectors	Weight
Banks	18.91%
Semi Conductors	8.83%
Transport	7.67%
Consumer Discretionary	7.52%
Automotive	7.51%
Hardware	6.37%
Telecommunications Utilities	5.25%
Biotechnology/Medical	4.61%
Insurance	4.16%
Media	4.04%

World regions

World regions
Country	Weight
China	31.04%
Taiwan	16.06%
Korea	13.05%
India	9.56%
Brazil	6.49%
United Arab Emirates	5.39%
South Africa	3.84%
Indonesia	2.70%
Poland	2.01%
Hungary	1.81%

ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.

Artemis SmartGARP Global Emerging Markets Equity I Acc GBP