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Artisan Global Equity Fund –  |  Global--Equity--General
49.5300    -6.4800    (-11.569%)
NAV price (USD) Tue 31 Mar 2026 (change prev month end)


 
Snapshot
<i><b>  Performance</b></i><hr/>This guage shows the decile position of the fund against 164 Rand-denominated Global--Equity--General funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This guage shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This guage shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This guage shows the fund's level of historical risk relative to other funds in the Global--Equity--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk

Fund Performance
Period    Return %Growth of $1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 7 Aug 2012
Fund Size ($) 31 000 000
Latest Price 49.53
PlexCrowns -
Total Expense Ratio-
Minimum Investment-
TTM Distribution Yield -
Fund Objective
The Fund seeks to achieve maximum long-term capital growth. The Fund has adhered to its policy objective in seeking to achieve maximum long-term capital growth. The investment team seeks to invest in companies within its preferred themes with sustainable growth characteristics at attractive valuations that do not reflect their long-term potential.
Asset Classes and Holdings
 RSA Equity0.00%  
 Int Equity100.00%  
 RSA Bonds0.00%  
 Int Bonds0.00%  
 RSA Real Estate0.00%  
 Int Real Estate0.00%  
 RSA Cash0.00%  
 Int Cash0.00%  
REGIONAL PORTFOLIO as at 31 Dec 2025
Holding (Region) % of Fund
Chile All0.70%
China All5.40%
Denmark All1.70%
France All4.80%
Germany All9.50%
Greece All6.20%
Hong Kong All2.80%
Irish Republic All2.30%
Israel All1.00%
Italy All4.90%
Japan All5.70%
Korea All9.40%
Netherlands All1.30%
Russia All0.00%
Singapore All0.00%
Spain All1.20%
Switzerland All5.90%
Taiwan All2.50%
United Kingdom All20.50%
United States of America All14.20%
Totals100.00%

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