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Artemis UK Smaller Companies

Ranked 37 out of 54 in - UK Smaller Companies over 12 months
All calculations are in GBP

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 founder member John Dodd. Niznik counts scuba diving and motorcycling among his preferred pastimes.

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.

Performance

UK Smaller Companies over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -5.2% 1.1% -1.1% -3.7% -1.5%
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 -7.8% 9.6% -16.4% 0.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2014

Top 10 Holdings

Stock Size
Xchanging PLC ORD 2.94
CVS Group PLC ORD 2.89
Brooks Macdonald Group PLC ORD 2.78
Northbridge Industrial Services PLC ORD 2.58
Mears Group PLC ORD 2.52
Games Workshop Group PLC ORD 2.47
Somero Enterprises Inc ORD 2.36
GB Group PLC ORD 2.27
R.E.A Holdings PLC ORD 2.26
Tarsus Group PLC ORD 2.15
30/09/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/04/1998
  • Share Class size364Mn
  • Base currencyGBP
  • ISIN GB0002583598

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5

Related News

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.

Patience pays off for John Dodd as Norcros comes good

Artemis' AA rated John Dodd might have had second thoughts about his decision to put his Artemis UK Smaller Companies fund into tile and shower group Norcros when £100.5 million of shares were placed at 78p on 11 July.

...more...

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