Changes to names of funds using the SmartGARP® investment process

Last updated 8 February 2021

The names of the following funds were changed on 8 February 2021:

Previous name
Current name
Artemis Capital Fund Artemis SmartGARP UK Equity Fund
Artemis European Growth Fund Artemis SmartGARP European Equity Fund
Artemis Global Emerging Markets Fund
Artemis SmartGARP Global Emerging Markets Equity Fund
Artemis Global Growth Fund
Artemis SmartGARP Global Equity Fund
Artemis Institutional Global Capital Fund
Artemis SmartGARP Institutional Global Equity Fund

There are no changes to the way in which any of the funds are managed.

Why did Artemis change the fund names and what is SmartGARP?

As described in the circulate to investors dated 4 January 2021 (see below), Artemis believes that explicitly grouping the funds together by using “SmartGARP” in their names helps investors more readily identify those of our funds which are managed in a similar style with SmartGARP input.

The funds listed above are all managed with Artemis’ in-house ‘SmartGARP’ software tool, which screens the market to help the managers identify companies with the most attractive financial characteristics. The funds are, of course, actively managed – before investing, the managers undertake further detailed research to ensure that the investment rationale behind a SmartGARP recommendation is valid.

Artemis Capital Fund, Artemis European Growth Fund, Artemis Global Emerging Markets Fund and Artemis Global Growth Fund

Notice to investors (PDF opens in a new window)

Artemis Institutional Global Capital Fund

Notice to investors (PDF opens in new window)

Affected classes

Fund
Unit class and ISIN
Artemis Capital Fund Class C accumulation GBP: GB00BHL2C417
Class I accumulation GBP: GB00B2PLJM64
Class R accumulation GBP: GB0006795529
Artemis European Growth Fund Class C accumulation GBP: GB00BHL2C524
Class I accumulation GBP: GB00B2PLJD73
Class R accumulation GBP: GB0006600844
Artemis Global Emerging Markets Fund
Class I accumulation GBP: GB00BW9HL132
Class I distribution GBP: GB00BW9HL249
Artemis Global Growth Fund
Class C accumulation GBP: GB00BHL2C631
Class I accumulation GBP: GB00B2PLJP95
Class R accumulation GBP: GB0006795743
Artemis Institutional Global Capital Fund
Accumulation GBP: GB00B06J1T60