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Artisan Global Discovery Fund rated ‘Recommended’ by Zenith

Updated: Feb 23, 2022

Copia Investment Partners is pleased to announce the Artisan Global Discovery Fund has been awarded a ‘Recommended’ rating by Zenith Investment Partners.

The Artisan Global Discovery Fund is an Australian domiciled unit trust distributed by Copia that invests exclusively in the Artisan Global Discovery UCITS Fund (UCITS Fund). The UCITS Fund is managed by the Artisan Partners Growth Team and provides investors with a benchmark unaware global small-mid cap equities exposure.

Artisan’s Growth Team seeks to invest in companies with an accelerating profit cycle, trading at a discount to valuations. The Growth Team prefers quality companies, with high market share or a dominant intangible asset that can provide a company with an enduring franchise.

In its report, Zenith states “Despite the recent inception of the Artisan Global Discovery Fund, Zenith gains comfort from the team’s long-standing investment process, which has produced highly attractive investment outcomes.”

Although Artisan Global Discovery Fund, an Australian unit trust, was launched in June 2020, the underlying Artisan UCITS Fund was launched in August 2017 and has now reached its three-year anniversary.

Fund Facts

  • UCITS Fund typically holds 40 to 60 stocks

  • UCITS Fund median market capitalisation is $US16.4 billion (31 August 2020)

  • Utilises a feeder fund structure

Using the Artisan Global Discovery Fund

The Artisan Global Discovery Fund is designed to be used by investors as part of a global equity allocation, as small and mid-sized companies are often overlooked in portfolios and yet they have the potential for higher compound returns than large companies.

With a focus on small and mid-cap companies, the Artisan Global Discovery Fund is designed to fill a potential gap in many Australian investor portfolios, particularly those where one large cap global equity fund represents the total international holding.

A global small and mid-cap strategy may also complement an Australian equity portfolio allocation, with a higher weighting to the healthcare and IT sectors, while the ASX/300 Index has a higher weighting to the financials sector.

DISCLAIMER This information has been prepared by Copia Investment Partners Limited (Copia) (AFSL 229316 , ABN 22 092 872 056) the issuer, distributor and responsible entity of the Artisan Global Discovery Fund. This document 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 and seek advice from qualified professionals where necessary. The information on this document does not constitute personal advice and does not take into account your personal 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 document, you determine whether the relevant investment is suitable for your objectives, financial situation or needs. You should also consider seeking independent advice, particularly on taxation, retirement planning and investment risk tolerance from a suitably qualified professional before making an investment decision. Neither Copia, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the payment of particular rates of return on investments or the repayment of capital. Copia publishes information on the document that is, to the best of its knowledge, current at the time and Copia is not liable for any direct or indirect losses attributable to omissions from the document, 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. © 2020 Copia.

The Artisan Global Discovery Fund invests all or substantially all of its assets in Artisan Global Discovery Fund (Fund), a sub-fund of Artisan Partners Global Funds plc. Artisan Partners Limited Partnership serves as investment manager to the Fund. Artisan Partnership Limited Partnership, its affiliates and Artisan Partners Global Funds plc (together, Artisan Partners) are not affiliated with Copia. Artisan Partners does not take any responsibility for the accuracy or completeness of the contents of these materials, any representations made herein, or the performance of the Artisan Global Discovery Fund offered by Copia. Artisan Partners disclaims any liability for any direct, indirect, consequential or other losses or damages, including loss of profits, incurred by you or by any third party that may arise from any reliance on these materials.

Artisan Partners is not responsible for, nor involved in, the marketing, distribution or sales of shares or interests in the Artisan Global Discovery Fund and is not responsible for compliance with any marketing or promotion laws, rules or regulations; and no third party, other than Copia, is authorised to make any statement about any of Artisan Partners’ products or services in connection with any such marketing, distribution or sales. Past performance by any other funds or accounts advised by Artisan Partners, including the Fund into which the Artisan Global Discovery Fund invests, is not indicative of any future performance by the Artisan Global Discovery Fund. © 2020 Artisan Partners. All rights reserved.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned 24 September 2020) referred to in this document 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 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.


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