Global Equity Fund

Name of Fund

Counterpoint Global Equity Fund

INVESTOR PROFILE

This fund is suitable for investors seeking long-term capital growth from a diversified portfolio of global equities. It seeks to outperform world equity markets without greater risk of loss. The recommended investment horizon is seven years or more.

RISK PROFILE

High

BENCHMARK

MSCI World Index (USD)

INVESTMENT OBJECTIVE

To outperform the MSCI World Index measured in USD over the long term with lower than average risk of capital loss.

PORTFOLIO MANAGERS

Sam Houlie
Piet Viljoen

INCEPTION DATE

2 Jun 2015

ASISA FUND CATEGORY

Global - Equity - General

TIME HORIZON

7 Years +

REGULATION 28

No

STEP ONE

Complete an application form along with all the required supporting documents.

STEP TWO

Complete the dealing form in order to specify what fund you wish to transact in.

STEP THREE

Fax the completed application form and supporting documents to the fund administrator, Brown Brothers Harriman (BBH) in Dublin: +353 1 241 7131

STEP FOUR

Once you have received confirmation that your documentation is in order, pay the relevant investment amount and fax proof of payment to the number above.

Global Funds (USD)

For any assistance or questions
please contact:

Brown Brothers Harriman

+353 1 241 7130
Sanlam.TA@bbh.com

Sanlam Private Wealth Offshore
(Investors based in South Africa)

Counterpoint Asset Management

+27 (0)21 492 0200
info@cpam.co.za

Application Forms

5th Floor Protea Place, 40 Dreyer Street
Claremont, Cape Town
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