How to Invest

The Artio Global Funds offer experienced portfolio management and it's easy to invest. New shareholders can obtain an account application online, by mail or phone. The purchase of shares may also be handled by wire. Existing shareholders can exchange shares or purchase additional ones.

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.