Artisan Partners
Global Small and Mid Caps
About Artisan
An investment portfolio providing exposure to global companies considered to be on the cusp of a compelling profit growth cycle
A focus on small and mid-sized (mid-cap) companies that are not typically included in many ‘large company’ global equity funds
Exposure to innovative industry sectors not highly represented in the ASX, such as Healthcare, IT and Industrials
Investment Team
Jason L. White
Portfolio Manager
CFA
James D. Hamel
Portfolio Manager
CFA
Craigh A. Cepukenas
Portfolio Manager
CFA
Matthew H. Kamm
Portfolio Manager
CFA
Jay C. Warner
Portfolio Manager
CFA
Fund Summary
Fund Facts
Artisan Global Discovery Fund
The Artisan Global Discovery Fund invests exclusively in the Artisan Global Discovery UCITS Fund (Fund). Backed by the investment team’s extensive track record, the Fund invests 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 exposure to the largest companies, it may offer portfolio diversification and complementary exposure if used alongside other ‘large company’ benchmark-aware global equity funds and Australian equity strategies.
Responsible Entity
Fund Manager
Underlying Fund
Inception Date
Objective
APIR
Number of Stocks
Investment Time Frame
Minimum Initial Investment
Minimum Additional Investment
Distributions
Benchmark
Management Fee
Performance Fee
Copia Investment Partners
Artisan Partners Growth Team
Artisan Global Discovery UCITS Fund (Fund)
June 2020 (Strategy September 2017)
To provide a total return of 2% per annum above its benchmark over a rolling five year period, after fees and expenses
OPS8304AU
40-60
At least 5 years
$5,000
$1,000
Yearly
MSCI All Country World SMID Cap Net Index in AUD
1.20% p.a. of the Artisan Global Discovery Fund’s NAV
15.375% above benchmark
Assistance
If you have any questions about how to invest, please contact our friendly Client Services Team.
Copia Client Services
9am to 5pm
Victorian business days
P 1800 442 129 (free call within Australia)
P +61 3 9602 3199