Artisan Global Equity I USD

Ranked 103 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Andrew J Euretig

Andrew J. Euretig is a managing director of Artisan Partners and a portfolio manager on the Global Equity team. He also conducts research, primarily focusing on companies within the industrials and utilities sectors. Prior to joining Artisan Partners in June 2005, Euretig was a graduate student at the University of California at Berkeley. He previously served in the United States Navy as an amphibious operations officer. Euretig holds a bachelor’s and a master’s degree in business administration from the Haas School of Business at the University of California-Berkeley.

Charles-Henri Hamker

Charles-Henri Hamker is a managing director of Artisan Partners and a portfolio manager on the Global Equity team. He also conducts research, primarily focusing on companies within the consumer discretionary and consumer staples sectors. Prior to joining Artisan Partners in August 2000, Hamker worked on the European equities desk in the New York office of Banque Nationale de Paris. Earlier in his career, he worked in the Paris and London offices of J.P. Morgan. Hamker holds a bachelor’s degree with a specialisation in finance and economics from the European Business School in Paris. He is fluent in French and German.

Mark Yockey

Mark L. Yockey, CFA, is a managing director of Artisan Partners and a portfolio manager on the Global Equity team. Prior to joining Artisan Partners in December 1995, Yockey was the portfolio manager of the United International Growth fund and vice president of Waddell & Reed from January 1990 through December 1995. Before assuming responsibility for the United International Growth fund, Yockey was an analyst for Waddell & Reed from 1986 through 1989, specialising in the worldwide health care industry and international special situations. Earlier in his career, he was a health care analyst for the State of Michigan Retirement Fund for five years. Yockey holds a bachelor’s degree and a master’s degree in finance from Michigan State University. He completed one year of undergraduate work at the Université d’Aix-en-Provence in France. He also worked for the French bank, La Société Générale. He is fluent in French.

Objective

The investment objective of the Fund is to achieve maximum long-term capital growth. The Fund will seek to achieve its objective by investing primarily in a diversified portfolio of equity and/or equity-linked securities quoted or traded on a Regulated Market and issued by companies on a global basis across a broad market capitalisation range including emerging and less developed markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.8%
2018 3.1% -0.2% 9.1% 6.2% -10.8%
2017 20.3% 5.9% 3.6% 5.0% 4.4%
2016 16.5% -3.2% 12.2% 7.4% -0.1%
2015 7.4% 10.3% -2.4% -7.0% 7.3%
2014 7.4% -2.5% 0.2% 2.4% 7.3%
2013 26.6% 19.6% 2.8% -1.5% 4.5%
2012 3.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Linde PLC ORD 5.01%
Wirecard AG ORD 4.59%
Deutsche Boerse AG ORD 4.43%
Harris Corp ORD 3.68%
Mondelez International Inc ORD 3.61%
Intercontinental Exchange Inc ORD 3.46%
Abbott Laboratories ORD 3.00%
InterXion Holding NV ORD 2.89%
Bristol-Myers Squibb Co ORD 2.58%
Mastercard Inc ORD 2.56%
31/12/2018

Registered For Sale In

  1. Denmark
  2. Finland
  3. Germany
  4. Ireland
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date07/08/2012
  • Share Class size292Mn
  • Base currencyUSD
  • ISIN IE00B43QZT63

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.90%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).