Past performance is not a reliable indicator of future performance
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Previously only available to the largest institutional funds, one of Artisan Partners’ most innovative investment strategies is now available to Australian investors through the Artisan Global Discovery Fund, offered by Copia.
Backed by Artisan Partners’ 25-year investment track record, the Fund seeks to invest in companies on the cusp of a compelling profit cycle, as they progress from upstart to a professionally-managed enterprise with strong competitive advantages.
As the Fund typically avoids the largest companies, it may offer portfolio diversification and complementarity benefits if used alongside other ‘large company’ benchmark-aware global equity funds and Australian equity strategies.
| As of 30 April 2020 | QTD | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception |
|---|---|---|---|---|---|---|---|
|
As of 30 April 2020
Artisan Global Discovery Fund
|
QTD
12.67
|
YTD
-3.66
|
1 Yr
10.48
|
3 Yr
-
|
5 Yr
-
|
10 Yr
-
|
Inception
14.27
|
|
As of 30 April 2020
MSCI All Country World Index
|
QTD
10.71
|
YTD
-12.94
|
1 Yr
-4.96
|
3 Yr
-
|
5 Yr
-
|
10 Yr
-
|
Inception
3.36
|
COMING SOON
Past performance is not a reliable indicator of future performance
Download
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Manager
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Artisan Partners
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Responsible Entity
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Copia Investment Partners
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Inception date
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June 2020 (Strategy September 2017)
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Benchmark
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MSCI All Country World Index (AUD)
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Objective
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To provide a total return of 2% per annum above its benchmark over a rolling five year period, after fees and expenses
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Investment time frame
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At least 5 years
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Number of stocks
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40 - 60
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Distributions
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Yearly
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Investment amounts
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• Minimum initial investment: $5,000
• Minimum additional investment: $1,000 |
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Fees
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• Management fee: TBA
• Performance fee: TBA |
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Suitable investors
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• Investors seeking to diversify their equities exposure with a dedicated small and mid cap global equity strategy
• Investors seeking an active investment approach with an investment horizon of five years or more. |
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Application price
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Net asset value
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Withdrawal price
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Effective date
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COMING SOON
Andy & Carlene Ziegler founded Artisan Partners
Growth Team launches Artisan Mid Cap Fund
Global Value Team launches Artisan International Value Fund
Growth Team launches Artisan Global Opportunities Fund
Global Equity Team launches Artisan Global Equity Fund
Credit Team launches Artisan High Income Fund
Developing World Team launches Artisan Developing World Fund
Artisan Emerging Markets Fund renamed Artisan Sustainable Emerging Markets Fund, managed by newly renamed Sustainable Emerging Markets Team
Global Value Team launches Artisan Select Equity Fund
Artisan Partners, investment adviser to the Artisan Partners Funds.