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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

$5,000

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

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