Application Instructions

1. Read the Prospectus

Read and consider the prospectus carefully. It includes important information about the funds' goals and objectives, performance, risks, fees and expenses, and other fund facts. The prospectus may be obtained online or by phone at 800 387 6977 (weekdays between 9 a.m. and 5 p.m. Central Time).

2. Select a Fund

The following funds are offered to US investors:

International and Global Equities

Artio International Equity Fund II
Artio Global Equity Fund Inc.

US Equities

Artio US Microcap Fund
Artio US Smallcap Fund
Artio US Midcap Fund
Artio US Multicap Fund

Fixed Income

Artio Total Return Bond Fund
Artio Global High Income Fund
Artio Emerging Markets Local Currency Debt Fund

Strategy Overview

Artio International Equity Fund II
The International Equity Fund II primarily invests outside the United States in issuers with mid- and large sized companies. The Adviser currently views this as firms with a market capitalization greater than $2.5 billion as determined at the time of purchase but the Fund may also invest in smaller capitalization issuers. The Adviser manages the Fund using a core approach and is not constrained by a particular investment style, investing in both "growth" and "value" securities. The investment process places thinking before screening and uses a variety of strategies to analyze industries, sectors and regions and generally utilizes a bottom-up analysis in developed markets and a top-down approach in emerging markets. Japan is treated as a hybrid of the two.

Artio Global Equity Fund Inc.
The Global Equity Fund normally invests in a portfolio of equity securities of issuers located throughout the world, including emerging markets. The Fund has a bias toward mid- and large-capitalization companies, but may also invest in small-capitalization companies. The Adviser manages the Fund using a core approach and is not constrained by a particular investment style, investing in both "growth" and "value" securities. The investment process places thinking before screening and uses a variety of strategies to analyze industries, sectors and regions and generally utilizes a bottom-up analysis in developed markets and a top-down approach in emerging markets. Japan is treated as a hybrid of the two.

Artio US Microcap Fund
The US Microcap Fund invests in a portfolio of US equity securities of small-capitalization companies within the range of the Russell 2000 and Russell Microcap Indices, at the time of purchase. The Fund is managed as a core domestic equity product and is not constrained by a particular style, investing in both "growth" and "value" securities. Investments are selected utilizing an active process that combines financial analysis with company meetings to evaluate management and their strategies. The Fund’s analyst team prides itself on conducting extensive, independent research in an effort to gain insight into potential investments. A thorough understanding of each company’s business model and operating environment is achieved through discussions with management, customers, suppliers, merchants and competitors.

Artio US Smallcap Fund
The US Smallcap Fund invests in a portfolio of US equity securities whose market capitalization at the time of purchase falls (i) within the market capitalization range of companies within the Russell 2000 Index or (ii) below the three year average maximum market capitalization of companies in the Russell 2000 Index as of December 31 of the three preceding years. The Fund is managed as a core domestic equity product and is not constrained by a particular style, investing in both "growth" and "value" securities. Investments are selected utilizing an active process that combines financial analysis with company meetings to evaluate management and their strategies. The Fund’s analyst team prides itself on conducting extensive, independent research in an effort to gain insight into potential investments. A thorough understanding of each company’s business model and operating environment is achieved through discussions with management, customers, suppliers, merchants and competitors.

Artio US Midcap Fund
The US Midcap Fund invests in a portfolio of US equity securities whose market capitalization at the time of purchase falls (i) within the market capitalization range of companies within the Russell Midcap Index or (ii) below the three year average maximum market capitalization of companies in the Russell Midcap Index as of December 31 of the three preceding years. The Fund is managed as a core domestic equity product and is not constrained by a particular style, investing in both "growth" and "value" securities. Investments are selected utilizing an active process that combines financial analysis with company meetings to evaluate management and their strategies. The Fund’s analyst team prides itself on conducting extensive, independent research in an effort to gain insight into potential investments. A thorough understanding of each company’s business model and operating environment is achieved through discussions with management, customers, suppliers, merchants and competitors.

Artio US Multicap Fund
The US Multicap Fund invests in US equity securities of all market capitalization sizes. The Fund is managed as a core domestic equity product and is not constrained by a particular style, investing in both "growth" and "value" securities. Investments are selected utilizing an active process that combines financial analysis with company meetings to evaluate management and their strategies. The Fund’s analyst team prides itself on conducting extensive, independent research in an effort to gain insight into potential investments. A thorough understanding of each company’s business model and operating environment is achieved through discussions with management, customers, suppliers, merchants and competitors.

Artio Total Return Bond Fund
The Total Return Bond Fund has a distinct investment process, with a core US portfolio and the ability to opportunistically invest in foreign debt and currencies. It also has a willingness to differ from both competitors and the benchmark. The Fund invests primarily in investment grade, intermediate term bonds denominated in currencies of a variety of countries throughout the world and multinational currencies, such as the euro. The Fund seeks to maximize current income, while preserving principal, and can offer investors access to both domestic and international bonds via a single investment vehicle.

Artio Global High Income Fund
The Global High Income Fund seeks to provide attractive risk-adjusted returns, primarily through income generation. The Fund takes a global view of investing with 40% maximum non-US exposure and purchases primarily high income producing instruments of both US and foreign issue, including high yield or high risk bonds as well as and “allied” asset classes including leveraged loans, catastrophe bonds, “busted” convertibles and distressed debt. The Adviser utilizes a disciplined approach toward sector rotation that emphasizes bottom-up, credit driven security selection and a top-down approach to asset allocation.

Artio Emerging Markets Local Currency Debt Fund
The Emerging Markets Local Currency Debt Fund invests in fixed income instruments economically tied to an emerging market country, generally meaning the issuer or guarantor is a government of an emerging market country organized under the laws of an emerging market country, or if the currency of settlement of the security is a currency of an emerging market country. It also invests in emerging market currencies through the use of short term money market instruments, spot and forward foreign exchange contracts or other derivative instruments. The Fund’s investment process centers on analyzing macroeconomic factors and quantitative and qualitative country fundamentals such as government finances and monetary policy.

3. Select a Share Class

The chart below summarizes the minimum investment, by share class, for various types of accounts. Neither share class imposes a sales charge.

Type of Investment Class A Class I
  Initial Investment Additional Investment Initial Investment²
Regular account $1,000 $1,000 $1,000,000
Individual Retirement Account (IRA) $100 None $1,000,000
Tax-deferred retirement plan other than an IRA $100 None $1,000,000
Sales charge¹ None None None

1. While the Funds are no-load, management and distribution fees and other expenses still apply. Please refer to the prospectus for further details.

2. The Fund permits complex-wide aggregation of Class I shares so that a shareholder can meet the minimum initial investment in any one Fund if they have $1 million combined investment in the Fund complex. For additional information, please refer to the prospectus. There is no minimum additional investment for Class I shares.

 

4. Complete an Account Application

Account applications may be obtained online (regular account, IRA and Coverdell education savings account), or by phone at 800 387 6977 (press 3 to request fund literature). For IRA and Coverdell education savings accounts, please read the important Disclosure Statement & Custodial Account Agreement. If you request a prospectus via mail, an application will also be included.

Automatic Investment Plan (AIP)

Class A Shareholders only can choose to invest in the Artio Global Funds through our Automatic Investment Plan (AIP). AIP enables investors to make regular investments in amounts not less than $100 per month. Simply complete the AIP information on your application, and we will automatically debit the account you indicate (checking or savings) on the 15th day of each month. (Since automatic investment plans involve continuous investment in securities regardless of fluctuating price levels of such securities, you should consider your financial ability to continue purchases through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.)

5. Mail Your Application

Carefully complete and review your application to be certain that the necessary information is inserted, including your signature. Enclose a check for the appropriate dollar amount and send your application to:
By regular mail
Artio Global Funds
c/o US Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701

By overnight delivery
Artio Global Funds
c/o US Bancorp Fund Services, LLC
615 E. Michigan St., FL 3
Milwaukee, WI 53202-5207

6. Purchase Shares by Wire

If you prefer to purchase shares by electronically transferring funds from your bank, follow steps 1 through 3 above, and then call a Customer Service Representative at 800 387 6977 (press 0). They are available weekdays between 9 a.m. and 5 p.m. Central Time and will provide you with the information you need to wire funds.