8 May 2024

Milwaukee, Wisconsin. Artisan Partners is pleased to announce that the Artisan Partners Global Funds plc – Global Value Fund received three 2024 Morningstar Awards for Investing Excellence. The Fund was recognized for having delivered strong risk-adjusted returns in the past, dedication to investment excellence, and commitment to delivering for investors.  

Artisan Global Value Fund seeks to consistently outperform its benchmark and peers, with a focus on delivering strong returns for investors across various market environments. The Fund’s success is attributed to its rigorous investment process, which focuses on identifying high-quality, undervalued businesses that offer the potential for superior risk/reward outcomes.

“It is an honor to be recognized by Morningstar for our efforts on behalf of our clients,” said Daniel O’Keefe, Lead Portfolio Manager of the Artisan Global Value Fund. “We believe that investing in quality businesses with financial strength and shareholder-oriented management, at attractive valuations, can compound our clients’ assets meaningfully over time.”

About the Morningstar Awards for Investing Excellence – Category Awards
The Morningstar Awards for Investing Excellence – Category Awards recognize funds that have not only delivered strong risk-adjusted returns in the past but are also deemed capable of serving investors well going forward. As such, the selection uses a combination of several layers: a quantitative score, the Morningstar Medalist Ratings and analyst judgement. For the qualitative aspect, a winning fund must have been in the top half of its peer group in the last calendar year, and in the top half of their peer group median in at least three of the past five calendar years. Funds must also have delivered strong three-and five-year relative returns after adjusting for risk. Morningstar, Inc. received compensation from Artisan Partners for reprint rights. Find out more at www.morningstar.com.

The Morningstar Awards for Investing Excellence – Category Awards are subjective in nature and should not be used as the sole basis for investment decisions. Morningstar’s awards are not guarantees of future investment performance. Morningstar, Inc. does not sponsor, issue, sell or promote any Funds, including the Artisan Partners Global Funds. Investments will rise and fall with market fluctuations and investor capital is at risk. Investors investing in strategies denominated in non-local currency should be aware of the risk of currency exchange fluctuations that may cause a loss of principal. These risks, among others, are further described on the last page, which should be read in conjunction with this material.

Past performance does not predict future returns. Investments will rise and fall with market fluctuations and investor capital is at risk. International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging and less developed markets, including frontier markets. Securities of small- and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Value securities may underperform other asset types during a given period. The costs associated with this fund will impact your return over time. Investments will rise and fall with market fluctuations and investor capital is at risk. Investors investing in funds denominated in non-local currency should be aware of the risk of currency exchange fluctuations that may cause a loss of principal. These risks,among others, are further described in the Fund Documents.

This is a marketing communication. Further fund details, including risks, fees and expenses, and other information, such as ESG practices, are set out in the current Prospectus, Supplements, Key Information Documents (KIDs) and other documentation (collectively, the Fund Documents), which can be obtained by calling +44 (0) 207 766 7130 or visiting www.apgfunds-docs.com. Please refer to the Fund Documents and consider all of a fund’s characteristics before making any final investment decisions.

Artisan Partners is not registered, authorised or eligible for an exemption from registration in all jurisdictions. Therefore, services described herein may not be available in certain jurisdictions. This material does not constitute an offer or solicitation where such actions are not authorised or lawful, and in some cases may only be provided at the initiative of the prospect. Further limitations on the availability of products or services described herein may be imposed.

APLP is the investment manager of Artisan Partners Global Funds Plc (APGF), an umbrella type open-ended investment company with variable capital having segregated liability between its sub-funds, incorporated with limited liability and authorized in Ireland by the Central Bank of Ireland as an Undertaking for Collective Investments in Transferable Securities (UCITS) under registration number 485593. APUK and AP Europe are the distributors for APGF. This material is not intended for use within the US or with any US persons. The Fund shares described herein are not and will not be, registered under the US Securities Act of 1933 and may not be sold to or for the benefit of any US person.

This announcement is for information purposes only and does not constitute an offer, an invitation or a solicitation for investment or subscription for shares of funds or investment services in any country. Any person who is in possession of this material is hereby notified that no action has or will be taken that would allow an offering of any Artisan Partners product or service unless in compliance with local regulations. Artisan Partners Global Funds are typically only available to non-U.S. investors and this material is not intended as an offer or solicitation of any fund or fund shares. Neither this announcement nor any other material relative to this announcement have been submitted to any local regulatory authority for prior review or approval. This material is intended for the recipient’s information and use only and may not be distributed or made available (in whole or in part) in any local jurisdiction, directly or indirectly, except as permitted by local law and regulation.

The Morningstar Awards for Investing Excellence – Category Awards recognize funds that have not only delivered strong risk-adjusted returns in the past but are also deemed capable of serving investors well going forward. As such, the selection uses a combination of several layers: a quantitative score, the Morningstar Medalist Ratings and analyst judgement. For the qualitative aspect, a winning fund must have been in the top half of its peer group in the last calendar year, and in the top half of their peer group median in at least three of the past five calendar years. Funds must also have delivered strong three-and five-year relative returns after adjusting for risk. Morningstar Inc.’s awards are based on qualitative evaluation and research, thus subjective in nature and should not be used as the sole basis for investment decisions. Morningstar’s awards are not guarantees of a fund’s future investment performance. Morningstar, Inc. does not sponsor, issue, sell or promote any fund including Artisan Partners Global Funds plc.

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