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Artisan Global Equity I USD

classificato 15 su 378 di - Globale su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

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.

Obiettivo

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.

Performance

Globale su un periodo di : 30/09/2017 - 30/09/2018

Rendimento totale

Performance trimestrale

a 30/09/2018 Annuale T1 T2 T3 T4
2018 1,0% 8,1% 5,5%
2017 15,6% 5,6% 0,9% 4,6% 3,7%
2016 0,6% -10,1% 7,1% 3,1% 1,3%
2015 13,1% 18,3% -0,3% -10,6% 7,3%
2014 15,1% -1,9% 3,5% 5,2% 7,7%
2013 23,4% 14,7% 1,4% 1,0% 5,0%
2012 1,6%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Danimarca
  2. Finlandia
  3. Germania
  4. Irlanda
  5. Italia
  6. Lussemburgo
  7. Paesi Bassi
  8. Norvegia
  9. Singapore
  10. Spagna
  11. Svezia
  12. Svizzera
  13. Regno Unito

Informazioni sul fondo

  • Inizio collocamento07/08/2012
  • Dimensione share class338Mn
  • Valuta di baseUSD
  • ISIN IE00B43QZT63

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo2Mn
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale0,90%
  • Investimento iniziale0,00%

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).