15 March 2013

Milwaukee, Wisconsin. Artisan Partners is pleased to announce that three Artisan Funds have received a total of five 2013 Lipper U.S. Fund Awards. Lipper Fund Awards are presented to mutual funds that have demonstrated consistently strong risk-adjusted returns compared with peers over the three, five and 10 year periods.

  • Artisan International Value Fund, Institutional Class (APHKX), managed by David Samra and Dan O’Keefe, was recognized for its performance in the three-year and five-year time periods in the International Multi-Cap Core Funds category. Artisan International Value Fund, Investor Class (ARTKX) was the top fund in Lipper’s International Multi-Cap Core Funds category for the ten-year time period.
  • Artisan Global Value Fund, Investor Class (ARTGX) managed by Dan O’Keefe and David Samra, was the number one fund in Lipper’s Global Multi-Cap Core Funds category for the three-year time period.
  • Artisan International Small Cap Fund, Investor Class (ARTJX), managed by Mark Yockey and Charles Henri Hamker, was the winner in Lipper’s International Small/Mid-Cap Growth Funds category for the ten-year time period.
Fund Ticker Time Period
Ended
30-Nov-12
Lipper Classification # of Funds
in Category
International Value APHKX 3 Years International Multi-Cap Core 77
International Value APHKX 5 Years International Multi-Cap Core 66
International Value ARTKX 10 Years International Multi-Cap Core 38
Global Value ARTGX 3 Years Global Multi-Cap Core 43
International Small Cap ARTJX 10 Years International Small/Mid-Cap Growth 24

About Lipper Fund Awards

The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards, the StarMine Analyst Awards, and the StarMine Broker Rankings. For more information, please contact markets.awards@thomsonreuters.com or visit excellence.thomsonreuters.com.

Average Annual Returns as of 31-Dec-12

Fund 1 Yr 3 Yr 5 Yr 10 Yr Since Inception1 Expense Ratio
Artisan International Value Fund, Institutional Class (APHKX)2,3 23.05% 10.90% 5.02% n/a 5.68% 1.03%
Artisan International Value Fund, Investor Class (ARTKX)3 22.82% 10.69% 4.82% 14.44% 14.68% 1.22% / 1.17%4
Artisan Global Value Fund, Investor Class (ARTGX) 18.98% 11.95% 5.77% n/a 4.91% 1.52% / 1.53%5
Artisan International Small Cap Fund, Investor Class (ARTJX)3 34.67% 9.31% 0.09% 15.76% 14.13% 1.50%

Source: Artisan Partners/MSCI. 1 Inception date for Artisan International Value Fund, Institutional Class is 01-Oct-06. Inception date for Artisan International Value Fund, Investor Class is 23-Sep-02. Inception date for Artisan Global Value Fund, Investor Class is 10-Dec-07. Inception date for Artisan International Small Cap Fund, Investor Class is 21-Dec-01. 2 Minimum investment for Institutional shares is $1 million, though the Fund may waive the initial minimum or accept a smaller initial investment amount under certain circumstances. 3Closed to most new investors. 4The investor class shares of Artisan International Value Fund's direct operating expenses are 1.17% which is reflected in the Fund's "Financial Highlights" in the statutory prospectus and financial statements. The expense ratio noted above includes "Acquired Fund Fees and Expenses," which are indirect expenses the Fund may incur from investing in an investment company (acquired fund); such indirect expenses are not paid from the fund's assets but are reflected in the return realized by the fund on its investment in the acquired funds. 5Artisan Global Value Fund's gross expense ratio is 1.53%. Artisan Partners has contractually agreed to reimburse the Fund for any ordinary operating expenses in excess of 1.50% of its average daily net assets. The current contract continues through 1-Feb-14, at which time Artisan Partners will determine whether to renew, revise or discontinue it.

The performance quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment in an Artisan Fund will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For Artisan International Small Cap, Artisan International Value and Artisan Global Value Funds the performance information shown does not reflect the deduction of a 2% redemption fee on shares held by an investor for 90 days or less and, if reflected, the fee would reduce the performance quoted. Artisan Global Value Fund’s performance information reflects Artisan Partners’ agreement to limit the Funds’ expenses and has had a material impact on the Funds’ performance, which would have been lower in its absence. For current to most recent month-end performance information, please click here.

 

Lipper Rankings as of 30-Nov-12:

Fund Lipper Category 1 Yr Rank /
Funds in Category
3 Yr Rank /
Funds in Category
5 Yr Rank /
Funds in Category
10 Yr Rank /
Funds in Category
Since Inception
Rank /
Funds in Category
International Value International Multi-Cap Core 21 / 313 1 / 273 1 / 229 n/a 110 / 3402
International Value International Multi-Cap Core 22 / 313 3 / 273 2 / 229 1 / 92 8 / 3402
Global Value Global Multi-Cap Core 4 / 155 1 / 126 n/a n/a 89 / 1743
International Small Cap International Small/Mid-Cap Growth 4 / 159 50 / 115 37 / 99 9 / 58 15 / 1714

Source: Lipper Inc. Rankings are based on total return and are historical and do not represent future results. Each Fund is ranked within the Lipper Inc. category listed above. 1Lipper ranking inception date for Artisan International Value Fund, Institutional Class is 01-Oct-06. 2Lipper ranking inception date for Artisan International Value Fund, Investor Class is 23-Sep-02. 3Lipper ranking inception date for Artisan Global Value Fund, Investor Class is 10-Dec-07. 4Lipper ranking inception date for Artisan International Small Cap Fund, Investor Class is 21-Dec-01. The number of funds in category includes all share classes of funds.

Risks of Investing: Artisan International Small Cap, Artisan International Value and Artisan Global Value Funds: 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 markets. Artisan International Value Fund: Securities of small and medium-sized companies tend to be more volatile and less liquid than those of large companies, may have underperformed the securities of large companies during some periods and tend to have a shorter history of operations than large companies. Artisan Global Value Fund: Securities of medium-sized companies tend to be more volatile and less liquid than those of large companies, may have underperformed the securities of large companies during some periods and tend to have a shorter history of operations than large companies. Artisan International Small Cap: Securities of smaller companies tend to be more volatile and less liquid than those of large companies, may have underperformed the stocks of large companies during some periods and tend to have a shorter history of operations than large companies. Artisan International Small Cap Fund invests in growth securities, which may underperform other asset types during a given period. Artisan International Value and Artisan Global Value Funds invest in value securities, which may underperform other asset types during a given period. These risks are discussed in the prospectus.

Lipper Awards are granted annually to the funds in each Lipper classification that achieve the highest score for Consistent Return, a measure of funds’ historical risk-adjusted returns, measured in local currency, relative to peers. Winners are selected using the Lipper Leader rating for Consistent Return for funds with at least 36 months of performance history as of 30-Nov-12. Awards are presented for the highest Lipper Leader for Consistent Return within each eligible classification over 3, 5 or 10 years. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Lipper awards are not intended to predict future results. Past performance does not guarantee future results.

 

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