Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Artemis UK Smaller Companies

Ranked 12 out of 50 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 : 30/06/2015 - 30/06/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -1.6% -6.1%
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

31/05/2016

Top 10 Holdings

Stock Size
Harworth Group PLC ORD 3.42
Mears Group PLC ORD 3.03
Alliance Pharma PLC ORD 2.77
Telecom Plus PLC ORD 2.76
Tarsus Group PLC ORD 2.71
Somero Enterprises Inc ORD 2.48
4imprint Group PLC ORD 2.39
Sportech PLC ORD 2.35
Brooks Macdonald Group PLC ORD 2.34
Computacenter PLC ORD 2.33
31/05/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/04/1998
  • Share Class size356Mn
  • Base currencyGBP
  • ISIN GB0002583598

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

Related News

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. 

John Dodd invests £1 million into Artemis Global Energy fund

Artemis co-founder John Dodd is to seed his Artemis Global Energy fund with £1 million of his own money, Wealth Manager can reveal.

Artemis pair struggle to sell down largest holding

Artemis UK Smaller Companies managers John Dodd and Mark Niznik are battling to sell down their largest holding, a £32 million bet on an unquoted Kazakh energy firm, as they seek to boost the fund’s performance.

Sector Watch: Small-caps flounder in credit crunch fall out

The credit squeeze has continued to take its toll on the performance of funds in the small-cap sector, with the average manager posting a loss of 17.71% for the 12 months to the end of May.

Sector Watch: market unrest hands managers a battering

Managers in the UK smaller companies sector, such as Paul Mumford (above), have continued to factor in negative returns on the back of tumultuous market conditions.

Artemis promotes Gray to co-manager alongside Whitelaw

Artemis Investment Management has made analyst Andy Gray co-manager of the Artemis New Enterprises fund alongside Artemis’ founding partner Lindsay Whitelaw.

Sector Watch - waves of red leave UK Smaller Companies managers floundering

Dismal market conditions have left not one fund manager in the UK Smaller Companies sector in the black over the past 12 months.

...more...

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