21 March 2014

Milwaukee, Wisconsin. Artisan Partners is pleased to announce that three Artisan Funds have received a total of four 2014 Lipper U.S. Fund Awards. 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.

Artisan International Value Fund, Institutional Class (APHKX), managed by portfolio managers David Samra and Daniel O’Keefe, was named best fund over the three-year time period in Lipper’s International Multi-Cap Core Funds category.

Artisan International Fund, Institutional Class (APHIX), managed by portfolio manager Mark Yockey and associate portfolio managers Charles-Henri Hamker and Andrew Euretig, was named best fund over the three-year and five-year time periods in Lipper’s International Large-Cap Growth Funds category.

Artisan International Small Cap Fund, Investor Class (ARTJX), managed by portfolio managers Mark Yockey and Charles-Henri Hamker, was named best fund over the 10-year time period in Lipper’s International Small/Mid-Cap Growth Funds category.

Fund Ticker Time Period Ended 30-Nov-13 Lipper Classification # of Funds in Category
International Value APHKX 3 Years International Multi-Cap Core 298
International APHIX 3 Years International Large-Cap Growth 122
International APHIX 5 Years International Large-Cap Growth 114
International Small Cap ARTJX 10 Years International Small/Mid-Cap Growth Funds 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, the StarMine Analyst Awards, and the StarMine Broker Rankings. For more information, please contact markets.awards@thomsonreuters.com or visit excellence.thomsonreuters.com.

Average Annual Returns as of 31-Dec-13

Fund 1 Yr 3 Yr 5 Yr 10 Yr Since Inception1 Expense Ratio5
Artisan International Value Fund, Institutional Class (APHKX)2,3 30.72% 14.38% 18.99% — 8.83% 0.99%
Artisan International Fund, Institutional Class (APHIX)2 25.47% 13.58% 16.85% 9.17% 9.36% 0.97%
Artisan International Small Cap Fund, Investor Class (ARTJX)3,4 29.13% 13.82% 21.67% 13.09% 15.31% 1.51%

Source: Artisan Partners. 1Inception date for Artisan International Value Fund, Institutional Class is 01-Oct-06. Inception date for Artisan International Fund, Institutional Class is 01-Jul-97. Inception date for Artisan International Small Cap Fund, Investor Class is 21-Dec-01. 2Minimum investment for Institutional shares is $1 million, though the Fund may waive the initial minimum or accept a smaller initial investment amount under certain circumstances. 3Closed to most new investors. 4Minimum investment for Investor shares is $1,000. 5For the fiscal year ended 30-Sep-13.

The performance quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment in an Artisan Fund 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 the performance data quoted. For Artisan International Value, Artisan International and Artisan International Small Cap Funds 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. Click here for current to most recent month-end performance information.

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-13. 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: Artisan International Value, Artisan International and Artisan International Small Cap Funds: 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. Artisan International Value Fund and Artisan International Fund: Securities of small and medium-sized companies tend to be more volatile and less liquid than those of large companies, may have underperformed the securities of large companies during some periods and tend to have a shorter history of operations than large companies. Artisan International Small Cap: Securities of smaller companies tend to be more volatile and less liquid than those of large companies, may have underperformed the stocks of large companies during some periods and tend to have a shorter history of operations than large companies. Artisan International and Artisan International Small Cap Funds invest in growth securities, which may underperform other asset types during a given period. Artisan International Value Fund invests in value securities, which may underperform other asset types during a given period.

 

Prospectus

 

< All Press Releases