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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) 26 420 461   Sector Rank: 48 out of 145 (lump sum over 3 years to 30 Nov 2024)   Overall Rank: 75 out of 485 (lump sum over 3 years to 30 Nov 2024)   R20000 invested on 30 Nov 2021 was worth R27 612 at 30 Nov 2024 (11.35% annual compound return)   R5000 per month since 30 Nov 2021 was worth R240 145 at 30 Nov 2024 (18.06% 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 30 Sep 2024 Share (Sector) Value (USD) % of fund ALPHABETINCA (Cyclical Goods & Services) 1 416 137 5.36% BERKSHIREHATH (Insurance) 1 376 506 5.21% AMZN.US () 1 363 296 5.16% MSFT.US () 1 363 296 5.16% META.US () 1 159 858 4.39% UNITEDHEALTH (Healthcare) 1 128 154 4.27% ASMLHOLDING (Goods & Services) 869 233 3.29% AAPL.US () 863 949 3.27% TAIWANSEMICON (Technology) 850 739 3.22% MASTERCARD (Financial Services) 721 279 2.73% TOTALS 11 112 447 42.06%

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