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Artisan Global Discovery Fund

Access to a best ideas portfolio of global small and mid-cap companies poised to grow their profitability and investor returns.

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Performance

(%, after fees, returns beyond 1 year are annualised)

1 Mth
3 Mths
6 Mths
1 Yr
3 Yrs
5 Yrs
Inception*
Artisan Global Discovery Fund
MSCI All Country World SMID Cap Net Index in AUD
Past performance is not a reliable indicator of future performance. * Inception of the Fund for performance calculation purposes is 1 September 2017 (Based on Artisan Global Discovery Composite in AUD). **Inception date of Unit Trust is 12/06/2020

The Artisan Global Discovery Strategy is now available to Australian investors through the Artisan Global Discovery Fund, offered by Copia.

The Artisan Global Discovery Fund invests exclusively in the Artisan Global Discovery UCITS Fund (Fund) which is a sub-fund of Artisan Partners Global Funds plc. The investment manager of the Fund is Artisan Partners Limited Partnership.

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.

40 – 60
‘best idea’ stocks

Small and mid
cap bias

Extensive experience of investment team

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