About APHHX
Artisan Global Equity Fund Institutional Shares is an actively managed mutual fund that seeks long-term capital growth through investment in public equity markets worldwide. This fund targets companies across developed and emerging markets, investing in both large and mid-sized firms. The fund’s strategy centers on identifying businesses poised to benefit from long-term secular growth trends, focusing particularly on those demonstrating sustainable competitive advantages, high-quality management, and superior business models. The portfolio is diversified across sectors such as information technology, industrials, financials, health care, and consumer staples, with notable allocations to the United States, United Kingdom, Korea, and Switzerland. Fund managers employ fundamental analysis to assess company valuations relative to their growth potential, ensuring investments are attractively priced compared to their underlying prospects and peers. Artisan Global Equity Fund Institutional Shares is benchmarked against the MSCI All Country World Index (ACWI), reflecting its global, growth-oriented mandate. The fund is particularly attentive to sustainability, investing in companies recognized for socially conscious practices and environmental responsibility.
Fund Family Artisan Partners Funds
Category World Large-Stock Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol APHHX
Share Class Institutional Shares
Index MSCI AC World NR USD
APHHX had a total return of 16.02% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.49%.
