Our
Funds

Counterpoint Asset Management’s investment offerings cover a variety of strategies and asset classes and comprises money market, income, multi-asset class, domestic and global equity and listed property funds.

Fund Category

INCOME FUNDS (ZAR)

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ASISA CATEGORY

INVESTOR PROFILE

FUND INFO

Fund Category

PAYERS & GROWERS® FUNDS (ZAR)

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ASISA CATEGORY

INVESTOR PROFILE

FUND INFO

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PROPERTY FUNDS (ZAR)

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ASISA CATEGORY

INVESTOR PROFILE

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Fund Category

MULTI ASSET FUNDS (ZAR)

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ASISA CATEGORY

INVESTOR PROFILE

FUND INFO

ASISA CATEGORY

South African - Multi Asset - Low Equity

This Fund is suitable for a conservative investor seeking long term capital growth with limited exposure to higher risk assets and downside volatility. The fund is Regulation 28 compliant and has a maximum effective equity exposure limit of 40%. The recommended investment horizon is seven years or more.

ASISA CATEGORY

South African - Multi Asset - Medium Equity

This Fund is suitable for a conservative investor seeking long term capital growth with a moderate exposureto high risk assets while preserving capital. The fund is Regulation 28 compliant and has a maximum effective equity exposure limit of 60%.  The recommended investment horizon is seven years or more.

ASISA CATEGORY

South African - Multi Asset - High Equity

This Fund is suitable for an investor seeking long term capital growth with a medium risk tolerance. Ideal for longer term investment goals or building retirement capital. The fund is Regulation 28 compliant and has a maximum effective equity exposure limit of 75%.  The recommended investment horizon is seven years or more.

ASISA CATEGORY

Worldwide Multi Asset Flexible

This Fund is suitable for an investor who seeks to generate returns significantly greater than inflation over the long term, while protecting capital against permanent loss through rigorous adherence to a value-based philosophy. The Fund is unrestricted in its choice of investments by asset class, size, industry or geography and has a recommended investment horizon of seven years or more.

Fund Category

LOCAL EQUITY FUNDS (ZAR)

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ASISA CATEGORY

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ASISA CATEGORY

Equity - General

This Fund is suitable for investors with a high risk tolerance, seeking income plus capital growth. This Fund focuses on investing in high dividend-paying companies and can invest locally as well as up to 30% offshore. The recommended investment horizon is seven years or more.

ASISA CATEGORY

Equity - General

This Fund is suitable for the investors seeking long term capital growth with a high tolerance towards market volatility. The Fund invests exclusively in South African equities with the aim of outperforming the local equity market over time by selecting shares based on a value philosophy. The recommended investment horizon is seven years or more.

Fund Category

GLOBAL FUNDS (USD)

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ASISA CATEGORY

INVESTOR PROFILE

FUND INFO

ASISA CATEGORY

Global - Equity - General

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.

Fund Category

FEEDER FUNDS (ZAR)

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ASISA CATEGORY

INVESTOR PROFILE

FUND INFO

5th Floor, Protea Place, 40 Dreyer Street
Claremont, Cape Town, 7735

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