Global Owner Managed Flexible Fund

Name of Fund

Counterpoint Global Owner Managed Flexible Fund

INVESTOR PROFILE

This fund is suitable for investors seeking long-term capital growth with protection against permanent capital losses, through the partnering over time with owner managers of global companies. The fund has the flexibility to hold cash in the absence of sufficient investment opportunities. The recommended investment horizon is seven years or more.

RISK PROFILE

High

BENCHMARK

65% MSCI World Index and 30% US-Dollar Cash, 5% STeFI (USD)

INVESTMENT OBJECTIVE

To generate real returns in excess of the benchmark over time, with lower than average risk of permanent capital loss.

PORTFOLIO MANAGERS

Sam Houlie
Piet Viljoen

INCEPTION DATE

1 Sep 2016

ASISA FUND CATEGORY

Global - Multi Asset - Flexible

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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