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Artemis Funds (Lux) – US Smaller Companies Fund

SRI Style:

Sustainability Tilt

SDR Labelling:

Not eligible to use label (out of scope)

Product:

SICAV/Overseas

Fund Region:

USA

Fund Asset Type:

Equity

Launch Date:

11/05/2018

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£231.41m

(as at: 30/11/2025)

ISIN:

LU1805265011, LU1805264717, LU1805264980, LU1807320558, LU1805264634, LU1805264808, LU2262941987, LU1901908894, LU1955026684

Sustainable, Responsible
&/or ESG Overview:

No response when requested information from fund manager (August 2024)

 

Primary fund last amended:


Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Investment Policy

  • The fund is actively managed.
  • The fund invests principally in equities of smaller companies that are listed on a recognised stock exchange in the USA. Typically these are companies with a market capitalisation of less than $10bn at the time of purchase.
  • At times the fund may invest in equities of companies of equivalent size that are headquartered or exercise the predominant part of their economic activity in the USA, but which are listed on a regulated stock exchange outside the USA.
  • The fund may not invest in companies (either directly or indirectly via derivatives) with exposure to tobacco, weapons, or thermal coal, subject to revenue thresholds set out in the fund's prospectus, or in companies that the manager determines to be in breach of the United Nations Global Compact principles on human rights, labour rights, the environment and anti-corruption.
  • The fund promotes environmental and/or social characteristics within the meaning of Article 8 of SFDR. More information about the environmental or social characteristics for this fund is available in the pre-contractual disclosure for financial products referred to in Article 8 under SFDR in the
    fund's prospectus.
  • The fund may use derivatives and other techniques for hedging and for efficient portfolio management. The fund's derivatives may include, but are not limited to, futures and forward currency contracts.
  • Subject to the limits set out in the ‘Investment Restrictions’ section of the fund’s prospectus, the fund may also hold ancillary liquid assets for treasury purposes.
  • Subject to the limits set out in the ‘Investment Restrictions’ section of the fund’s prospectus, the fund may invest in bank deposits, money market instruments and money market funds in order to achieve its investment goals, for treasury purposes and in case of unfavourable market conditions.
  • The fund may invest up to 10% of its Net Asset Value in other collective investment schemes.

(Source: KIID, as at January 2025

SDR Labelling:

Not eligible to use label (out of scope)

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Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

Artemis Funds (Lux) – US Smaller Companies Fund

 Sustainability Tilt Not eligible to use label (out of scope) SICAV/Overseas USA Equity 11/05/2018

Fund/Portfolio Size: £231.41m

(as at: 30/11/2025)

ISIN: LU1805265011, LU1805264717, LU1805264980, LU1807320558, LU1805264634, LU1805264808, LU2262941987, LU1901908894, LU1955026684

Sustainable, Responsible &/or ESG Overview

No response when requested information from fund manager (August 2024)

 

Information received directly from Fund Manager
Please select what you would like to read:

Sustainable, Responsible &/or ESG Policy:

Investment Policy

  • The fund is actively managed.
  • The fund invests principally in equities of smaller companies that are listed on a recognised stock exchange in the USA. Typically these are companies with a market capitalisation of less than $10bn at the time of purchase.
  • At times the fund may invest in equities of companies of equivalent size that are headquartered or exercise the predominant part of their economic activity in the USA, but which are listed on a regulated stock exchange outside the USA.
  • The fund may not invest in companies (either directly or indirectly via derivatives) with exposure to tobacco, weapons, or thermal coal, subject to revenue thresholds set out in the fund's prospectus, or in companies that the manager determines to be in breach of the United Nations Global Compact principles on human rights, labour rights, the environment and anti-corruption.
  • The fund promotes environmental and/or social characteristics within the meaning of Article 8 of SFDR. More information about the environmental or social characteristics for this fund is available in the pre-contractual disclosure for financial products referred to in Article 8 under SFDR in the
    fund's prospectus.
  • The fund may use derivatives and other techniques for hedging and for efficient portfolio management. The fund's derivatives may include, but are not limited to, futures and forward currency contracts.
  • Subject to the limits set out in the ‘Investment Restrictions’ section of the fund’s prospectus, the fund may also hold ancillary liquid assets for treasury purposes.
  • Subject to the limits set out in the ‘Investment Restrictions’ section of the fund’s prospectus, the fund may invest in bank deposits, money market instruments and money market funds in order to achieve its investment goals, for treasury purposes and in case of unfavourable market conditions.
  • The fund may invest up to 10% of its Net Asset Value in other collective investment schemes.

(Source: KIID, as at January 2025

SDR Labelling:

Not eligible to use label (out of scope)