About APDHX
Artisan Global Equity Fund Advisor Shares is a diversified, actively managed mutual fund focused on long-term capital growth through investments in global equity markets. The fund’s management team seeks companies exhibiting sustainable growth characteristics, targeting attractive valuations that do not reflect their long-term potential. It adheres to a strategy of investing at least 80% of its net assets in equity securities, spanning developed and emerging markets worldwide. The portfolio demonstrates a broad geographic allocation, with significant holdings in countries like the United States, United Kingdom, China, Switzerland, and several European and Asian markets. It also boasts exposure across multiple sectors, aiming to identify investment opportunities tied to prevailing global themes. The fund is notable for its concentrated positions, with the top ten holdings representing a significant portion of assets, and it maintains a relatively high turnover ratio, reflecting an active approach. Artisan Global Equity Fund Advisor Shares plays a distinct role in providing investors access to a diversified basket of global growth companies, benchmarked against the MSCI All Country World Index, and is managed by Artisan Partners’ experienced global equity team.
Fund Family Artisan Partners Funds
Category World Large-Stock Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol APDHX
Share Class Advisor Shares
Index MSCI AC World NR USD
APDHX had a total return of 15.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.86%.
