Offshore Trusts ManCo List Funds by Name Funds by Category Word Search FAQ

Autus Global Equity A USD Sanlam Universal Funds Plc Autus Global Equity A USD Regional Portfolio Structure(Semi-Annual Comparison) Price   Ranking Sector: Global-Equity-General Size: (USD) 26 648 759   Sector Rank: 14 out of 148 (lump sum over 3 years to 28 Feb 2025)   Overall Rank: 23 out of 486 (lump sum over 3 years to 28 Feb 2025)   R20000 invested on 28 Feb 2022 was worth R32 639 at 28 Feb 2025 (17.73% annual compound return)   R5000 per month since 28 Feb 2022 was worth R247 439 at 28 Feb 2025 (19.86% annual return compounded monthly)   Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.   Focus and Objective The Fund is suitable for retail and institutional investors who seek exposure to global investments to provide long-term capital growth but can accept a high level of volatility and short-term market fluctuations. Investors should have an investment horizon of more than three years.   Technical Overview Benchmark: MSCI ACWI Net TR USD Index Base currency: USD Pricing system: Forward Formation date: 04 Oct 2019   Top holdings on 31 Dec 2024 Share (Sector) Value (USD) % of fund ALPHABETINCA (Cyclical Goods & Services) 1 585 601 5.95% BERKSHIREHATH (Insurance) 1 534 969 5.76% AMAZON.COM (Technology) 1 513 650 5.68% MICROSOFT (Technology) 1 476 341 5.54% METAPLATFORMS (Technology) 1 247 162 4.68% TAIWANSEMICON (Technology) 959 355 3.60% ASMLHOLDING (Goods & Services) 916 717 3.44% AAPL.US () 863 420 3.24% UNITEDHEALTH (Healthcare) 834 106 3.13% TOTALS 10 931 321 41.02%

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