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1 April 2015
Milwaukee, Wisconsin. Artisan Partners is pleased to announce that the Artisan Global Value Fund received two 2015 Lipper U.S. Fund Awards. The Artisan Global Value Fund, Investor Class (ARTGX), managed by portfolio managers Daniel O’Keefe and David Samra, was named best fund over the three-year and five-year time periods in Lipper’s Global Multi-Cap Core Fund category.
Lipper Fund Awards are presented to mutual funds that have demonstrated consistently strong risk-adjusted returns compared with peers over the three, five and 10-year periods.
| Fund | Ticker | Time Period Ended 30-Nov-14 | Lipper Classification | # of Funds in Category |
|---|---|---|---|---|
| Global Value | ARTGX | 3 Years | Global Multi-Cap Core | 84 |
| Global Value | ARTGX | 5 Years | Global Multi-Cap Core | 66 |
About Lipper Fund Awards
The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell-side firms, research analysts and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards and the StarMine Analyst Awards. For more information, please contact markets.awards@thomsonreuters.com or visit excellence.thomsonreuters.com.
Average Annual Returns as of 31-Dec-14
| Fund | 1 Yr | 3 Yr | 5 Yr | Since Inception | Expense Ratio1 |
|---|---|---|---|---|---|
| Artisan Global Value Fund, Investor Class (ARTGX) | 4.50% | 17.69% | 13.96% | 8.22% | 1.30% |
Source: Artisan Partners. Inception date for Artisan Global Value Fund is 10-Dec-07. The Fund is closed to most new investors. 1For the fiscal year ended 30-Sep-14.
Past performance does not guarantee future results. Investment returns and principal values will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than shown. The performance information shown does not reflect the deduction of a 2% redemption fee on shares held by an investor for 90 days or less and, if reflected, the fee would reduce the performance quoted. For current to most recent month-end performance information, click here.
Lipper Awards are granted annually to the funds in each Lipper classification that achieve the highest score for Consistent Return, a measure of funds’ historical risk-adjusted returns, measured in local currency, relative to peers. Winners are selected using the Lipper Leader rating for Consistent Return for funds with at least 36 months of performance history as of 30-Nov-14. Awards are presented for the highest Lipper Leader for Consistent Return within each eligible classification over 3, 5 or 10 years. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Lipper awards are not intended to predict future results. Past performance does not guarantee future results.
Risks of Investing: International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Securities of medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Value securities may underperform other asset types during a given period.