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Counterpoint SCI Global Owner Managed Flexible Feeder Fund Summary Fact Sheet
Global--Multi Asset--Flexible
 
Technical Overview
Formation Date: 15 Oct 2019
Holdings: n/a
Original Price: n/a
Pricing System: Forward
 
Price (B - Class)
 
Ranking
Sector: Global-Multi Asset-Flexible
   
Focus and Objective
The COUNTERPOINT GLOBAL OWNER MANAGED FLEXIBLE FUND (the “Fund”) will seek to achieve its investment objective by investing globally in equities, bonds, property related securities (which may include real estate investment trusts and equities in real estate companies) and money market instruments. This Fund will invest primarily in securities of companies whose key individual shareholder is actively involved in the business, in the capacity of Chief Executive Officer, Director or Executive Chairman. In normal market conditions, the Fund's exposure to Owner Managed Securities will at all times be at least 60% of its net assets. The Fund may also invest indirectly in such assets through investment in collective investment schemes which invest in assets described above. The Fund may use specialist financial techniques (derivatives) to manage the Fund's risk exposure and for efficient portfolio management.
 
Latest Fund Manager Comment / News
The investment objective of the portfolio is to provide investors with long-term capital  ...more
 
News Archive
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Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
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Sectoral Information
Click here for Sectoral Information for this fund.
 


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