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Artisan Global Equity I USD

Rang 142 von 751 in - Aktien - Global über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

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.

Anlageziel

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

Aktien - Global über : 31.10.2016 - 31.10.2017
  • Rangfolge 142/751 Gesamtertrag
  • Rangfolge 39/751 Standardabweichung
  • Rangfolge 34/751 Maximaler Verlust
Fondsname Currency Risiko
37 TOP VERMOEGEN FUNDS - Concept Value EUR

4,3

38 Schoellerbank Aktienfonds waehrungsgesichert T

Währungsrisiko ist abgesichert

Währungsrisiko ist abgesichert

EUR

4,3

39 Artisan Global Equity I USD EUR

4,4

39 Carmignac Pfl Investissement F EUR acc EUR

4,4

41 Carmignac Investissement A EUR acc EUR

4,4

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 29.09.2017 Jährlich Q1 Q2 Q3 Q4
2017 5,6% 0,9% 4,6%
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%

Monatliche Performance

Rendite vs Risiko

Portfoliostruktur

Zusammensetzung

30.06.2017

Top 10 Positionen

Aktien Größe
Wirecard AG ORD 4,05
Mastercard Inc ORD 3,94
Deutsche Boerse AG ORD 3,66
Amazon.com Inc ORD 3,56
ING Groep NV ORD 3,20
Facebook Inc ORD 3,04
Celgene Corp ORD 2,99
Canadian Pacific Railway Ltd ORD 2,98
Alphabet Inc ORD 2,90
InterXion Holding NV ORD 2,69
30.06.2017

Zum Verkauf zugelassen in

  1. Finnland
  2. Deutschland
  3. Irland
  4. Italien
  5. Luxemburg
  6. Niederlande
  7. Norwegen
  8. Singapur
  9. Spanien
  10. Schweden
  11. Schweiz
  12. Vereinigtes Königreich

Information über den Fonds

  • Starttermin07.08.2012
  • Größe der Anteilsklasse250Mn
  • BasiswährungUSD
  • ISIN IE00B43QZT63

Kaufinformation

  • Mindestanlage (initial)2Mn
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr0,90%
  • Ausgabeaufschlag0

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)