Artisan 2024 Capital Gains Estimates

Artisan 2024 Capital Gains Estimates. Explore the significant changes in capital gains taxation proposed in budget 2024, including revised tax rates, holding periods, and removal of indexation benefits. Each fund’s investment objectives, risks, charges and expenses must be considered carefully.


Artisan 2024 Capital Gains Estimates

Each equity fund intends to distribute substantially all of its net income and net realized capital gains to investors at least annually. Artisan funds and artisan global funds accounted for $80.5 billion of total firm aum, while separate accounts and other aum 1 accounted for $86.3 billion.

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