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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

About
Team

Investment Team

Jason L. White

Jason L. White

Portfolio Manager

CFA

James D. Hamel

James D. Hamel

Portfolio Manager

CFA

Craigh A. Cepukenas

Craigh A. Cepukenas

Portfolio Manager

CFA

Matthew H. Kamm

Matthew H. Kamm

Portfolio Manager

CFA

Jay C. Warner

Jay C. Warner

Portfolio Manager

CFA

Funds

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

Invest

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

E  clientservices@copiapartners.com.au

Melbourne (Head Office) 

Level 47, 80 Collins Street (North Tower)
Melbourne VIC 3000

Sydney
Governor Macquarie Tower
Level 25, 1 Farrer Place,

Sydney NSW 2000

Brisbane

Suite 24, Level 18, 324 Queen Street, Brisbane QLD 4000

DISCLAIMER

 

This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully.

The information on this website does not constitute personal advice and does not take into account your investment objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your needs, objectives and financial circumstances. You should also consider seeking independent financial advice, particularly on taxation, retirement planning and investment risk tolerance before making an investment decision.

Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the repayment of capital or payment of particular rates of return on investments.

Copia Investment Partners Limited publishes information on the website that to the best of its knowledge is current at the time and is not liable for any direct or indirect losses attributable to omissions from the website, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions.

*Ratings

The rating issued September 2022 APIR OPS0001AU, September 2022 APIR OPS0002AU, September 2022 APIR OPS0004AU, October 2022 APIR OPS1827AU, October 2022 APIR OPS7755AU, October 2022 APIR OPS8304AU & September 2022 APIR OPS2991AU are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only,and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned APIR OPS2991AU June 2022, APIR OPS4597AU September 2022, APIR OPS8304AU September 2022, APIR OPS7755AU June 2022, APIR OPS0002AU October 2022, APIR OPS0004AU October 2022, APIR OPS1827AU June 2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

© 2023 Copia Investment Partners Limited

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