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Artisan Global Equity Fund
Artisan Global Equity Fund
Artisan Partners Global Funds plc
Artisan Global Equity Fund
Regional Portfolio Structure(Semi-Annual Comparison)
Sectorial Portfolio Structure(Semi-Annual Comparison)
Price
 
Ranking
Sector: Global-Equity-General
Size: (USD) 15 000 000
 
Sector Rank: 69 out of 145
(lump sum over 3 years to 30 Nov 2024)
 
Overall Rank: 120 out of 485
(lump sum over 3 years to 30 Nov 2024)
 
R20000 invested on 30 Nov 2021 was worth R26 325 at 30 Nov 2024
(9.59% annual compound return)
 
R5000 per month since 30 Nov 2021 was worth R237 545 at 30 Nov 2024
(17.40% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Focus and Objective
The Fund seeks to achieve maximum long-term capital growth. The Fund has adhered to its policy objective in seeking to achieve maximum long-term capital growth.

The investment team seeks to invest in companies within its preferred themes with sustainable growth characteristics at attractive valuations that do not reflect their long-term potential.
 
Technical Overview
Benchmark: MSCI All Country World Index
Base currency: USD Pricing system: Forward
Formation date: 07 Aug 2012
 
Top holdings on 31 Dec 2023
Share (Sector) Value (USD) % of fund
UBSGR AG (Financial Services) 1 846 530 6.30%
AMAZON.COM (Technology) 1 524 120 5.20%
NOVONORDISK (Healthcare) 1 436 190 4.90%
AIRLIQUIDE (Energy) 1 318 950 4.50%
METAPLATFORMS (Technology) 1 201 710 4.10%
GE.US () 996 540 3.40%
NETFLIXINC (Cyclical Goods & Services) 967 230 3.30%
TOTALS 9 291 270 31.70%

Site Last Updated: 23 December 2024
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