Artisan Global Opportunities I EUR Acc

Ranked 229 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Craigh Cepukenas

Craigh A. Cepukenas, CFA, is a managing director of Artisan Partners and a portfolio manager on the growth team. Prior to joining Artisan Partners in November 1995, Cepukenas was an equity research associate at Stein Roe & Farnham, where he began his career in 1989. Cepukenas holds a bachelor’s degree in economics from the University of Wisconsin-Madison and a master’s degree in business administration from the University of Chicago Booth School of Business.

James D. Hamel

James D. Hamel, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan Global Opportunities Strategy, including Artisan Global Opportunities Fund, and a portfolio manager for the Artisan U.S. Mid-Cap Growth and U.S. Small-Cap Growth Strategies, including Artisan Mid Cap and Small Cap Funds. Prior to joining Artisan Partners in May 1997, Hamel was a financial associate, cost analyst and operations manager of Kimberly-Clark Corporation from March 1990 through May 1997. He began his career at Carlson, Posten & Associates. Hamel holds a bachelor’s degree in finance from the University of Minnesota-Minneapolis where he was a three-time Academic All-American.

Matthew H. Kamm

Matthew H. Kamm, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. Prior to joining Artisan Partners in May 2003, Kamm was an associate equity research analyst at Bank of America Securities. Earlier in his career, he was a senior operations analyst for NYU Medical Center. Kamm holds a bachelor’s degree in public policy from Duke University and a master’s degree in business administration, with a specialty in finance and operations management, from New York University.

Jason White

Jason L. White, CFA, is a managing director of Artisan Partners and a portfolio manager on the on the Growth team. In this role, he is a portfolio manager for the Artisan Global Opportunities, U.S. Mid-Cap Growth and U.S. Small-Cap Growth Strategies, including Artisan Global Opportunities, Mid Cap and Small Cap Funds. Prior to joining Artisan Partners in June 2000, White was a Lieutenant in the U.S. Navy, serving aboard the USS Lake Erie as the ship’s fire control officer. White holds a bachelor’s degree in history from the United States Naval Academy, where he graduated with distinction.

Objective

The investment objective of the Fund is to seek to achieve maximum long-term capital growth. The Fund will seek to achieve its objective by investing primarily in equity and equity-linked securities of US and non-US companies, including common stocks, preferred stocks, Participation Certificates and Depositary Receipts quoted or traded on a Regulated Market.

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 14.1%
2018 -3.6% -0.9% 7.5% 4.8% -13.7%
2017 19.9% 9.1% 3.8% 2.1% 3.6%
2016 24.9% 2.0% 8.4% 13.8% -0.8%
2015 14.1% 10.1% -1.3% -5.4% 10.9%
2014 8.7% -0.8% 1.6% 4.6% 3.2%
2013 22.5% 13.9% 0.3% 3.5% 3.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
IHS Markit Ltd ORD 6.99%
Visa Inc ORD 5.51%
Techtronic Industries Co Ltd ORD 3.56%
Bank of America Corp ORD 3.56%
Boston Scientific Corp ORD 3.51%
AstraZeneca PLC ORD 3.30%
Anthem Inc ORD 3.18%
Goldman Sachs USD Treasury Liq Res Inst Dis 2.88%
Goldman Sachs US$ Trs Instrum Liq Res Inst Dis 2.87%
Alphabet Inc ORD 2.72%
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 date18/10/2012
  • Share Class size1,183Mn
  • Base currencyEUR
  • ISIN IE00B5T1R961

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).