Artemis UK Future Leaders (CHIX:AFLL) Forward Rate of Return (Yacktman) %: 0.01% (As of Jan. 2026) — 100% Below Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

CHIX:AFLL Artemis UK Future Leaders PLC CHIX:AFLL
38 GF Score
Price £3.99
! 2 Warning Signs
View Full Analysis

What is Artemis UK Future Leaders Forward Rate of Return (Yacktman) %?

Artemis UK Future Leaders CHIX:AFLL 38 Forward Rate of Return (Yacktman) % is 0.01% as of Jan. 2026, which is 100% below its 10-year median of 15.77. GuruFocus rates CHIX:AFLL with a GF Score™ of 38/100. The stock has 2 warning signs investors should review. Among 1,172 Asset Management companies, Artemis UK Future Leaders ranks worse than 67.49% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Artemis UK Future Leaders's forward rate of return for was 0.01%.

The historical rank and industry rank for Artemis UK Future Leaders's Forward Rate of Return (Yacktman) % or its related term are showing as below:

CHIX:AFLl' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -2.33   Med: 15.77   Max: 26.49
Current: 0.25

During the past 13 years, Artemis UK Future Leaders's highest Forward Rate of Return was 26.49. The lowest was -2.33. And the median was 15.77.

CHIX:AFLl's Forward Rate of Return (Yacktman) % is ranked worse than
67.49% of 1172 companies
in the Asset Management industry
Industry Median: 4.585 vs CHIX:AFLl: 0.25

Unlike the Earnings Yield %, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.


Artemis UK Future Leaders  (CHIX:AFLl) Forward Rate of Return (Yacktman) % Explanation

Unlike the Earnings Yield, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.

For the growth part of the Forward Rate of Return calculation, GuruFocus uses the 5-year average growth rate of Book Value per share as the growth rate, and the growth rate is always capped at 20%. For the Free Cash Flow we use per share data averaged over five years. The reason we use five years is to make it comparable to the growth rate.


Be Aware

In the Forward Rate of Return calculation, the growth rate is added directly to today's free cash flow yield. Therefore the calculation is reliable only if the company can grow at the same rate in the future as it did in the past. Investors should pay close attention to this when researching growth stocks. A more accurate measurement for return is Return on Capital.


Artemis UK Future Leaders Forward Rate of Return (Yacktman) % Related Terms


Artemis UK Future Leaders Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Artemis UK Future Leaders's Forward Rate of Return (Yacktman) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Artemis UK Future Leaders Forward Rate of Return (Yacktman) % Chart

Artemis UK Future Leaders Annual Data
Trend Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25 Jan26
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 15.32 13.88 1.23 -2.20 0.01

Artemis UK Future Leaders Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
Forward Rate of Return (Yacktman) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.23 0.00 -2.20 0.00 0.01

CHIX:AFLL vs BLK, BX, KKR: Forward Rate of Return (Yacktman) % Comparison

For the Asset Management subindustry, Artemis UK Future Leaders's Forward Rate of Return (Yacktman) %, along with its competitors' market caps and Forward Rate of Return (Yacktman) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Artemis UK Future Leaders Forward Rate of Return (Yacktman) % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Artemis UK Future Leaders's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Artemis UK Future Leaders's Forward Rate of Return (Yacktman) % falls into.


CHIX:AFLL
38GF Score
Artemis UK Future Leaders PLC CHIX:AFLL
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Artemis UK Future Leaders Forward Rate of Return (Yacktman) % Calculation

Forward Rate of Return is a concept that Don Yacktman uses in his investment approach. Yacktman explained the forward rate of return concept in detail in his interview with GuruFocus. Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. He said in the interview (March 2012, when the S&P 500 was at about 1400):

If the business is stable, this calculation is fairly straightforward. For instance, on the S&P 500 we would normalize earnings. We would then calculate what percentage of those earnings are not reinvested in the underlying businesses and are therefore free. Historically, for the S&P 500, this has been just under 50% of earnings. Currently, we expect the S&P to earn about 70 on a normalized basis, a number which is far below reported earnings due to our adjusting for record high profit margins. $70 X ½ / 1400 gives you a normalized free cash flow yield of approximately 2.5%.

The historical real growth rate of the S&P 500 (companies) is about 1.5%. Assuming an inflation rate of 2.5%, the forward rate of return on an investment in the S&P 500 is about 6.5% today (2.5% free cash flow yield plus 1.5% real growth plus 2.5% inflation).

Artemis UK Future Leaders's Forward Rate of Return of Jan. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year Book Value Growth Rate
=0.268/3.99+-0.0693
=-0.21 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Forward Rate of Return (Yacktman) % of 0.01% mean?
Artemis UK Future Leaders (CHIX:AFLL) has a Forward Rate of Return (Yacktman) % of 0.01% as of Jan. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Artemis UK Future Leaders and its competitors. This is 100% below median its historical median of 15.77. According to the industry distribution chart, Artemis UK Future Leaders ranks #791 out of 1172 companies in the Asset Management industry, placing it in the top 67.5%.
Is Artemis UK Future Leaders' Forward Rate of Return (Yacktman) % too high?
Artemis UK Future Leaders' current Forward Rate of Return (Yacktman) % of 0.01% is 100% below median its 10-year median of 15.77. The Asset Management industry median Forward Rate of Return (Yacktman) % is 4.59. Artemis UK Future Leaders' value of 0.01% is 99.8% below this industry median. Based on the distribution chart, Artemis UK Future Leaders ranks #791 out of 1172 companies in the Asset Management industry, which is below the industry midpoint. Overall, Artemis UK Future Leaders has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does Artemis UK Future Leaders' Forward Rate of Return (Yacktman) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Artemis UK Future Leaders ranks #791 out of 1172 companies for Forward Rate of Return (Yacktman) %. This places Artemis UK Future Leaders in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 4.59. Artemis UK Future Leaders' value of 0.01% is 99.8% below this benchmark. While the company's 10-year median is 15.77 vs. the industry median of 4.59, Artemis UK Future Leaders has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Rate of Return (Yacktman) % for an Asset Management company?
The median Forward Rate of Return (Yacktman) % among Asset Management companies is 4.59, based on 1,172 companies in the industry. Companies in the top quartile (top 25%) have a Forward Rate of Return (Yacktman) % significantly above this median, while those in the bottom quartile fall well below. However, Forward Rate of Return (Yacktman) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Artemis UK Future Leaders's current Forward Rate of Return (Yacktman) % of 0.01% is 99.8% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Rate of Return (Yacktman) % mean?
A high Forward Rate of Return (Yacktman) % can signal that a stock is expensive relative to its fundamentals. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Artemis UK Future Leaders and its competitors. For the Asset Management industry, the median Forward Rate of Return (Yacktman) % is 4.59 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Artemis UK Future Leaders's current Forward Rate of Return (Yacktman) % is 0.01%, which is 100% below median its own 10-year median of 15.77. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Artemis UK Future Leaders stock overvalued right now?
Artemis UK Future Leaders (CHIX:AFLL) has a current Forward Rate of Return (Yacktman) % of 0.01%. The current Forward Rate of Return (Yacktman) % is 0.01%, which is 100% below median its 10-year median of 15.77 and 99.8% below the Asset Management industry median of 4.59. Artemis UK Future Leaders' overall GF Score™ is 38/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Rate of Return (Yacktman) % calculated?
Forward Rate of Return (Yacktman) % is calculated from a company's financial statements. For Artemis UK Future Leaders (CHIX:AFLL), the current Forward Rate of Return (Yacktman) % is 0.01% as of Jan. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Artemis UK Future Leaders Business Description

Other Exchanges AFL:UK
Address 50 Bank Street, Canary Wharf, London, GBR, E14 5NT
Artemis UK Future Leaders PLC is an investment trust based in the United Kingdom. The company's investment objective is to achieve a long-term total return for shareholders by investment in a broad cross-section of small to medium-sized UK quoted companies. Its portfolio comprises shares traded on the London Stock Exchange and those traded on alternative investment market.
38GF Score

Get the complete analysis for CHIX:AFLL

Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£3.99
Price