4 April 2016
Milwaukee, Wisconsin. Artisan Partners is pleased to announce that Artisan International Fund was recognized by the 2016 Thomson Reuters Lipper Fund Awards. Artisan International Fund (Institutional Class, Ticker: APHIX)—managed by the firm’s Global Equity team, including portfolio manager Mark Yockey and associate portfolio managers Charles-Henri Hamker and Andrew Euretig—was named best fund over the 5-year and 10-year time periods in Lipper's International Large-Cap Growth Funds category.
Thomson Reuters Lipper Fund Awards honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers.
Fund | Ticker | Time Period | Lipper Category | # of Funds in Category |
---|---|---|---|---|
Artisan International Fund, Institutional Class | APHIX | 5 Years | International Large-Cap Growth | 88 |
Artisan International Fund, Institutional Class | APHIX | 10 Years | International Large-Cap Growth | 62 |
About Thomson Reuters Lipper Fund Awards
For more than three decades and in over 20 countries worldwide, the Thomson Reuters Lipper Fund Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Renowned fund data and proprietary methodology is the foundation of the Award qualification. Individual classifications of 3-, 5- and 10-year periods, as well as fund families with high average scores for the 3-year period are recognized. For more information, visit excellence.thomsonreuters.com
Average Annual Returns as of 31 December 2015
Fund | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since Inception | Expense Ratio1 |
---|---|---|---|---|---|---|
Artisan International Fund, Institutional Class (APHIX) | -3.63% | 6.27% | 6.99% | 5.29% | 8.05% | 0.95% |
Source: Artisan Partners. Inception Date: 1 July 1997. The Fund is closed to most new investors. 1For the fiscal year ended 30-Sep-15.
Past performance does not guarantee and is not a reliable indicator of 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 that shown. For current to most recent month-end performance information, click here.
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 small- and 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. Growth securities may underperform other asset types during a given period.
Thomson Reuters Lipper Fund Awards—Fund Classification Awards
Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60 and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five or 10 years. For more information on Lipper Leaders Methodology, visit lipperalpha.financial.thomsonreuters.com/lipper/lipper-leaders-methodology/