The fund underwent a major transformation in October 2025, converting from a global select strategy to a SmartGARP smaller companies approach following 92% investor approval. Managed by Artemis Fund Managers Limited (FCA regulated) under parent company Artemis Investment Management LLP (owned by AMG). The conversion included management team changes and fee reductions. The fund launched in June 2011 and accumulated £132.3 million in assets by September 2025 before conversion to £176 million at transformation.

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Originally focused on investing in high quality, resilient businesses benefiting from long-term growth trends with a patient approach and valuation discipline. Post-October 2025 conversion employs SmartGARP (Smart Growth At Reasonable Price) methodology focusing on global smaller companies. The SmartGARP model identifies attractively valued companies with positive growth momentum, screening for companies growing faster than the market but trading at lower valuations. The strategy emphasizes that small caps tend to be attractively valued and historically outperform large caps over the long term.

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