Artemis SmartGARP UK Equity

Introduction to the fund

This is a portfolio of 70-100 stocks which invests predominantly in UK equities, regardless of size. Philip has managed the fund since 2010 and is also the creator of SmartGARP®, a stock-screening tool behind a number of funds at Artemis, looking at a combination of factors, such as company valuations, how fast they are growing and whether they are beating expectations or suffering profit warnings. The typical characteristics of the portfolio would be to target stocks that are on lower valuations than the market but are also growing faster than the market average. SmartGARP® is quite a stylistic process, so tends to work well when markets are trending but can struggle at times. However, this fund has sustained excellent long-term performance.

Fund manager

Philip Wolstencroft

Philip is a creator of the SmartGARP investment process, a stock-screening tool behind a number of funds at Artemis, and has managed this fund since July 2010. He has also managed the SmartGARP European Equity fund since 2001. He joined Artemis in 2001 from Merrill Lynch, where he was head of pan-European equity strategy. He holds a BA and an MA in economics.

Opinion on fund

Philip Wolstencroft has managed the fund since 2010 and it has sustained excellent performance over his tenure and beyond. The portfolio targets stocks that are on lower valuations than the market but that are also growing faster than the market average. The SmartGARP process is quite stylistic, so tends to work well when markets are trending but can struggle at times.

Fund performance

Documents

Key facts

  • Fund size

    £1338.6m

  • Chelsea rating

    Buy

  • Core Selection

    No

  • Chelsea Risk Rating

    6

  • AMC

    0.75%

  • OCF

    0.86%

  • Unit Type

    Acc

  • Yield

    2.17%

  • FundCalibre rating

    –

How to invest

Once you know where you want to invest, there are a number of ways you can invest:

  • Log in here and process your instruction
  • Call us on 020 7384 7300 to buy over the phone or request an application form
  • Download an application form and post it to us, along with a cheque
Find out more
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Important information

Source: Performance data sourced from FE Analytics (IA universe). Yield figures (per annum), Fund Size data and AMCs/OCFs are as at 23/01/2026 unless otherwise stated.

The performance graph, factsheets and Key Investor Information Document is provided by FEfundinfo, and updated on a daily basis.

Some funds listed are off shore-domiciled and subject to different regulations. Off shore funds typically do not offer investor compensation under the UK Financial Services Compensation Scheme (FSCS).

Performance history extended by FE fundinfo to illustrate the fund’s longer-term record.

Sector rankings calculated from multiple underlying sectors; certain funds remain unranked due to limited comparability.

Funds assigned to an alternative IA sector; sector rankings may differ accordingly.

The information provided is based on our proprietary qualitative and quantitative research. Whilst reasonable efforts have been taken to ensure accuracy, Chelsea Financial Services cannot guarantee that the information is free from errors, omissions, or inaccuracies.

This information does not constitute investment advice and should not be interpreted as a recommendation to invest in any fund listed. Past performance is not a reliable indicator of future returns.

Please read the full Important Notice on page 2 of the FundReview 2025 carefully before making investment decisions.

Whilst every effort has been made to ensure the accuracy of this information, Chelsea Financial Services takes no responsibility for any errors, omissions or inaccuracies contained therein. The funds within the Chelsea Selection are based on our proprietary research, which is both qualitative and quantitative. Please note this is not investment advice, nor does it imply that you should invest in this fund. Past performance is a not a guide to future returns.

To find out more about our Chelsea Risk Rating, please visit our dedicated page.

The AMC (annual management charge) is paid to the fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The AMC is less than the Ongoing Charges Figure (OCF).

The OCF (ongoing charges figure): The cost includes the AMC and other fees such as registration, regulatory, audit and legal fees but does not include transaction costs and performance fees.