Artisan Credit Opportunities Fund - Managed Fund

Fund Objective

The Fund seeks to generate appealing risk-adjusted returns by investing; through the Underlying Fund; both long and short along the corporate capital structure in bonds; loans and other securities of leveraged corporate issuers.

Fund Strategy

The Fund; through the Underlying Fund; will invest along the corporate capital structure; including; but not limited to; long and short investments in bonds; loans; equity securities and derivatives of both investment grade and non-investment grade issuers. The Underlying Fund takes a tactical and flexible approach and considers a broad range of investments.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

% p.a.

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-2.11%	-%	-%	-%	-%	-%	-%	-%
Growth return	-0.64%	0.02%	0.75%	-2.42%	2.21%	-%	-%	-%
Income return	-1.47%	-%	-%	-%	-%	-%	-%	-%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return	-0.63%	-1.15%	-0.75%	3.17%	3.05%	3.72%	-0.43%	2.03%

As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Alternatives: 0.18%

Australian Equities: 0.62%

International Equities: 0%

Cash: 6.36%

Property & Infrastructure: 0.13%

Fixed Interest: 92.70%

General Information

Fund Details

Type	Description
Fund Name	Artisan Credit Opportunities Fund
Responsible Entity	Copia Investment Partners Ltd
APIR Code	OPS8441AU
Sector/Asset Class	Unconstrained Fixed Income
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	30 Nov 2022
Fund Size	n/a
Entry Price	$1.1101 (as at 31 Oct 2025)
Exit Price	$1.1101 (as at 31 Oct 2025)
Fund Status	Open

Offer information

Type	Description
Minimum initial investment	$100,000
Minimum additional investments	$20,000

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FAQs about the Artisan Credit Opportunities Fund

What is the objective of the Artisan Credit Opportunities Fund managed fund?

The objective of the Artisan Credit Opportunities Fund managed fund is The Fund seeks to generate appealing risk-adjusted returns by investing; through the Underlying Fund; both long and short along the corporate capital structure in bonds; loans and other securities of leveraged corporate issuers.

What is the strategy for the Artisan Credit Opportunities Fund managed fund?

The strategy of the Artisan Credit Opportunities Fund managed fund is The Fund; through the Underlying Fund; will invest along the corporate capital structure; including; but not limited to; long and short investments in bonds; loans; equity securities and derivatives of both investment grade and non-investment grade issuers. The Underlying Fund takes a tactical and flexible approach and considers a broad range of investments.

What is the APIR code of the Artisan Credit Opportunities Fund managed fund?

The APIR code of the Artisan Credit Opportunities Fund managed fund is OPS8441AU.

What was Artisan Credit Opportunities Fund’s total return last month?

Artisan Credit Opportunities Fund’s total return last month was -2.11%. This was made up of a growth return of -0.64% and an income return of -1.47%. These returns were calculated as at 31 Oct 2025.

What was Artisan Credit Opportunities Fund’s total return for the last three months?

Artisan Credit Opportunities Fund’s total return for the last three months was -%. This was made up of a growth return of 0.02% and an income return of -%%. These returns were calculated as at 31 Oct 2025.

What is Artisan Credit Opportunities Fund’s one-year total return?

Artisan Credit Opportunities Fund’s one-year total return is -%. This was made up of a growth return of -2.42% and an income return of -%. These returns were calculated as at 31 Oct 2025.

What is Artisan Credit Opportunities Fund’s three-year total return?

Artisan Credit Opportunities Fund’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2025.

What is the asset allocation of the Artisan Credit Opportunities Fund managed fund?

The asset allocation of the Artisan Credit Opportunities Fund managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Who is the responsible Entity of the Artisan Credit Opportunities Fund managed fund?

The Responsible Entity for the Artisan Credit Opportunities Fund managed fund is Copia Investment Partners Ltd.

What sector/asset class does the Artisan Credit Opportunities Fund managed fund belong to?

The Artisan Credit Opportunities Fund managed fund belongs to the Unconstrained Fixed Income sector/asset class.

What is the size of the Artisan Credit Opportunities Fund managed fund?

As at , the size of the Artisan Credit Opportunities Fund managed fund was $ million.

What is the inception date of the Artisan Credit Opportunities Fund managed fund?

The Artisan Credit Opportunities Fund managed fund has an inception date of 30 Nov 2022.

What is the current entry price of the Artisan Credit Opportunities Fund managed fund?

The current entry price of the Artisan Credit Opportunities Fund managed fund is $1.1101 per unit and the current exit price is $1.1101 per unit (as at 31 Oct 2025).

What is the current exit price of the Artisan Credit Opportunities Fund managed fund?

The current exit price of the Artisan Credit Opportunities Fund managed fund is $1.1101 per unit and the current entry price is $1.1101 per unit (as at 31 Oct 2025).

What is the minimum investment amount for the Artisan Credit Opportunities Fund managed fund?

The minimum initial investment amount for the Artisan Credit Opportunities Fund managed fund is $100,000. Minimum additional investment is $20000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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