Artemis Investment Management

What Artemis Investment Management does

Artemis Investment Management is an independent UK-based active fund management group founded in 1997 by a group of fund managers and headquartered in London. The firm manages approximately £43.1bn in assets under management across 24 distinct investment strategies spanning UK, European, US, global, and emerging market equities, fixed income, and multi-asset funds. Its core proprietary technology is SmartGARP (Global Assessment of Risk and Profitability), an in-house quantitative stock-screening tool that identifies companies with superior risk-adjusted return characteristics; SmartGARP underpins several regional and global equity strategies and is paired with fundamental analyst overlay under the firm's 'Profit Hunter' philosophy.

The firm generates revenue primarily through Ongoing Charge Figures (OCFs) — annual management fees charged as a percentage of AUM — typically around 1.00% for retail share classes and approximately 0.39% for institutional Z shares, supplemented by performance fees on select funds. Distribution is conducted via a sales-led go-to-market motion: primary channels are UK independent financial advisers and major execution-only investment platforms (Hargreaves Lansdown, AJ Bell, Aviva, interactive investor, Bestinvest, Fidelity), with a dedicated institutional sales team and direct European presence through offices in Edinburgh, Munich, and Zurich and Luxembourg-domiciled SICAV funds.

Artemis is structured as an LLP with 22 partners, with Affiliated Managers Group Inc (AMG) holding a minority stake acquired in 2010. The firm is regulated by the UK Financial Conduct Authority and operates through wholly owned subsidiaries including Artemis Fund Managers Limited (Authorised Corporate Director) and European entities in Germany and Switzerland. US persons are excluded from services, and growth since 2002 has been entirely organic with no mergers or acquisitions.

Name

Artemis Investment Management

Legal name

Artemis Investment Management LLP

Website

https://artemisfunds.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

101–250 employees

Short description

Artemis Investment Management is an independent UK-based active fund manager running 24 strategies across £43.1bn AUM for retail, adviser, and institutional clients, using its proprietary SmartGARP quantitative screening tool and distributing via UK platforms and European offices.

Ownership category

akta.pro rank

Product category

Active Investment Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

OCIO Providers (Outsourced CIO) (FSAAAGAH)

Keywords

• Active fund management
• Equity fund management
• Fixed income funds
• Multi-asset investing
• Institutional asset management

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Fund Management Fees (Ongoing Charge Figure): Artemis generates revenue primarily through annual management fees charged as a percentage of assets under management. These are expressed as Ongoing Charge Figures (OCF), which include the annual management charge and other fund expenses. Fees vary by share class: retail shares typically 1.00% OCF, institutional shares lower at approximately 0.39%. Some funds may also charge performance fees.
2. Performance Fees: Certain Artemis funds may charge performance fees (often called 'fulcrum fees') where the manager earns an additional fee if the fund outperforms its benchmark by a specified threshold. This aligns manager and investor interests.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Artemis Investment Management is an independent UK-based active fund manager that runs 24 investment strategies across UK, European, US, Global, and Emerging Market equities, fixed income, and multi-asset funds, managing £43.1bn in assets under management. The firm's core proposition combines fundamental analysis with SmartGARP, a proprietary quantitative screening tool, applied by 35 investment professionals to build concentrated, high-conviction portfolios. Funds are sold as OEICs, Unit Trusts, SICAVs, and Investment Trusts through financial advisers, UK investment platforms, direct applications, and dedicated institutional relationships.

Product overview

Artemis Investment Management is an independent UK fund management group offering a comprehensive range of actively managed investment funds. The product portfolio is organized around a proprietary quantitative stock screening tool called SmartGARP, which serves as the foundation for multiple funds across different regions (UK, European, US, Global, Emerging Markets) and asset classes (equities, fixed income, multi-asset). The fund range includes OEICs, Unit Trusts, SICAV funds, and Investment Trusts, totaling 24 distinct investment strategies across UK equities, European equities, US equities, Global equities, Emerging market equities, Fixed income, and Multi-asset categories. The firm manages £43.1bn in assets under management (as at 31 May 2026) and is structured as a limited liability partnership with 22 partners.

Differentiator

Problem solved

Functional benefit

Products and services

• SmartGARP Global Emerging Markets Equity Fund OEIC fund investing in global emerging markets using SmartGARP quantitative screening plus fundamental analysis, targeting undervalued companies with growth and income potential for retail and institutional investors.
• SmartGARP UK Equity Fund UK equities fund using the SmartGARP proprietary quantitative screening tool for stock selection, aimed at investors seeking active UK equity exposure.
• SmartGARP European Equity Fund European equities fund using the SmartGARP proprietary quantitative screening tool for stock selection, aimed at investors seeking active European equity exposure.
• SmartGARP Global Equity Fund Global equities fund using the SmartGARP proprietary quantitative screening tool, offering active global equity exposure across regions.
• SmartGARP Global Smaller Companies Fund Global smaller companies fund using the SmartGARP proprietary quantitative screening tool, targeting smaller-cap opportunities globally.
• Monthly Distribution Fund Multi-asset fund providing regular monthly income from a blend of bonds and equities, designed for income-seeking investors targeting both income and capital growth.
• Strategic Assets Fund Multi-asset fund aiming to deliver attractive investment performance in all market conditions by strategically allocating assets across a diversified range of asset classes globally.
• Short-Duration Strategic Bond Fund OEIC fixed income fund dynamically allocating across government bonds and investment-grade and high-yield corporate bonds, with aggregate portfolio duration below 4 years.
• Strategic Bond Fund Unit trust fixed income fund providing a flexible approach to bond investing, adapting to changing conditions by moving between high-yield, investment-grade, and government bonds.
• High Income Fund Unit trust seeking a high level of income through predominantly high yield bonds with up to 20% allocation to dividend-paying company shares.
• Artemis Funds (Lux) – Short-Dated Global High Yield Bond SICAV fund investing at least 80% in short-dated high yield bonds with residual maturity under 5.5 years, seeking a diversified and dependable income stream.
• Artemis Funds (Lux) – Global High Yield Opportunities SICAV fund accessing high-yield bonds across different regions and currencies with a differentiated portfolio composition compared to peers.
• UK Equity Fund Range (Atlas, Income, UK Select, UK Smaller Companies, UK Special Situations) Range of UK equities funds (Atlas, Income, UK Select, UK Smaller Companies, UK Special Situations) employing a disciplined, bottom-up approach to identify quality businesses and unlock long-term value.
• US Equity Fund Range (US Extended Alpha, US Select, US Smaller Companies) Range of US equities funds (US Extended Alpha, US Select, US Smaller Companies) employing active stock selection to exploit US market dislocations for long-term investors.
• Global Income Fund Global equities fund focused on income generation, applying disciplined and distinct approaches to identify companies capable of sustaining profits.
• Corporate Bond Fund Fixed income fund investing in corporate bonds, providing active management of investment-grade credit exposure.
• Artemis UK Future Leaders plc UK equities investment trust focused on identifying future leaders among UK-listed companies.
• Murray Income Trust plc UK equities income investment trust providing investors with a portfolio of UK equities selected for dividend and growth characteristics.

Quantifiable outcome

• £43.1 billion in assets under management demonstrates strong investor trust and market acceptance
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature1 record

Partnerships

Seven partnerships are on record, tiered core and minor.

• Northern TrustcoreTechnology or IntegrationNorthern Trust operates the 'My Account' investor portal service for Artemis, providing the technology platform that enables investors to access their fund holdings, view statements, and manage their investments online. This is a critical operational technology partnership supporting investor servicing.
• Hargreaves LansdowncoreChannel Partner/ Reseller/ DistributorHargreaves Lansdown is the UK's largest investment platform and a key distribution channel for Artemis funds. The partnership enables Hargreaves Lansdown's millions of customers to access Artemis's range of actively managed funds.
• AJ BellcoreChannel Partner/ Reseller/ DistributorAJ Bell is a major UK investment platform and distributor of Artemis funds. The partnership provides AJ Bell's customers with access to Artemis's fund range.
• AvivacoreChannel Partner/ Reseller/ DistributorAviva's investment platform distributes Artemis funds to its customer base of UK investors.
• interactive investorcoreChannel Partner/ Reseller/ Distributorinteractive investor is one of the UK's largest direct-to-consumer investment platforms, distributing Artemis funds to its customers.
• BestinvestminorChannel Partner/ Reseller/ DistributorBestinvest, a UK investment platform and adviser, provides access to Artemis funds for its customers.
• FidelitycoreChannel Partner/ Reseller/ DistributorFidelity's UK investment platform distributes Artemis funds alongside its own investment products and services.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Baillie Gifford: Edinburgh-headquartered active equity specialist with a similar 30+ year history, partner-owned culture, and strong UK/European retail and institutional footprint. Competes directly with Artemis in UK and global equity mandates and is held up as the benchmark UK active boutique.
• Ninety One: London-listed active asset manager with UK, European, global, and emerging markets equity and fixed income capabilities. Directly comparable to Artemis in fund range, platform distribution, and active investment approach.
• Man Group: UK-listed active and alternative asset manager with discretionary long-only and multi-strategy capabilities. Comparable as a London-based active manager distributing through UK wealth channels and serving institutional clients globally.
• Jupiter Fund Management: Jupiter is a London-based active asset manager of comparable size and boutique character to Artemis, offering UK, European, and global equity funds distributed via UK platforms and IFAs. It competes head-to-head in the same advised-retail segment and uses a similar fundamental active approach.
• Premier Miton: Smaller UK-based boutique active manager focused on UK and global equities and multi-asset, distributed primarily through UK platforms and IFAs. Highly comparable in scale, distribution model, and active management philosophy.

Broad incumbents

• Schroders: One of the UK's largest active asset managers with a much broader product range and global institutional franchise. Overlaps Artemis on UK and European equities, fixed income, and multi-asset funds distributed through UK platforms, but operates at materially larger scale.
• Janus Henderson Investors: Global active asset manager with significant UK and European fund ranges distributed via UK platforms. Overlaps with Artemis in UK and global equity and fixed income funds but at broader scale and with US distribution that Artemis lacks.
• Columbia Threadneedle Investments: UK-based active asset manager with strong UK and European equity and fixed income franchises. Competes with Artemis in the UK advised retail and European institutional segments but operates at significantly larger AUM scale.
• abrdn (Aberdeen Investments): Large UK-headquartered active asset manager competing with Artemis across UK equities, multi-asset, and fixed income funds via platforms and advisers. Larger scale and broader capabilities make it a broad incumbent rather than direct boutique peer.
• Invesco (UK): Global asset manager with a sizable UK active fund range (Invesco Perpetual heritage) distributed through Hargreaves Lansdown and other UK platforms. Directly competes with Artemis in UK equities and multi-asset at the same platform-shelf level.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/artemis-investment-management

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Artemis Investment Management