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Artisan US Value Equity A USD Acc

Ranked 49 out of 143 in - US over 3 months
All calculations are in EUR unless stated

Managed by

Daniel Kane

Daniel L. Kane, CFA, is a portfolio manager on the Artisan Partners U.S. Value Team. In this role, he is a portfolio manager for the Artisan Value Equity and U.S. Mid-Cap Value Strategies, including Artisan Value and Mid Cap Value Funds. Prior to joining Artisan Partners in March 2008, Kane was a senior small-cap investment analyst at BB&T Asset Management, Inc. from August 2005 to March 2008. Kane began his investment career as a domestic equities securities analyst at the State of Wisconsin Investment Board in 1998. Kane holds a bachelor’s degree in finance from the University of Wisconsin-Madison and a master’s degree in business administration from the University of Chicago Booth School of Business.

James Kieffer

James C. Kieffer, CFA, is a managing director of Artisan Partners and a portfolio manager on the U.S. Value team. Prior to joining Artisan Partners in August 1997, Mr. Kieffer was a research analyst at the investment firm McColl Partners. Kieffer began his investment career at Wachovia Corporation working with Scott Satterwhite from 1989 through 1996, initially as a personal trust portfolio manager and later as a general equities and small-cap value research analyst in the institutional portfolio group. Kieffer holds a bachelor’s degree in economics from Emory University.

George Sertl

George O. Sertl, CFA, is a managing director of Artisan Partners and a portfolio manager on the U.S. Value team. In this role, he is a portfolio manager for the Artisan Value Equity and U.S. Mid-Cap Value Strategies, including Artisan Value and Mid Cap Value Funds. Prior to joining Artisan Partners in January 2000, Sertl was a research analyst at Schwartz Investment Counsel. Sertl began his investment career at Pauli & Company working as a research analyst in 1992. Sertl holds a bachelor’s degree in economics and history from the University of Richmond and a master’s degree in economics from St. Louis University.

Objective

The investment objective of the Fund is to achieve long-term capital growth by investing mainly in shares of publicly listed companies (equities) and other types of investments that are referenced to such equities (known generally as equity-linked securities).

Showing fund performance in Belgium View performance globally

Performance

US over : 31/10/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 1.2% 1.9% -5.0% 0.8% 3.7%
2016 30.5% 2.4% 7.7% 4.3% 13.5%
2015 0.1% 15.0% -5.1% -13.0% 5.6%
2014 4.0% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Denmark
  3. Finland
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date30/05/2014
  • Share Class size41Mn
  • Base currencyUSD
  • ISIN IE00B798GV68

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).