AYLETT GLOBAL EQUITY FUND

The Aylett Global Equity Fund is a US Dollar denominated fund, with the investment objective of maximising capital growth by investing directly or indirectly in equities and equity-related securities around the world.

Fund Launch Date

31 March 2022

Legal Structure

UCITS

Portfolio Manager

Walter Aylett

Section 65 Approved

Yes

Fund Category

Global Equity

Currency

US Dollar (USD)

Fees

There are no initial fees.

Annual management fees are 1.35%.

No performance fees are applicable to the fund.

Minimum Initial Investment

USD 10,000

Income Distribution

It is not currently intended to make distributions to the Shareholders.

2 WAYS TO INVEST

1. Download the Application Form

  • Download the Investment Application Form for Individuals or Legal Entities

  • Complete the required sections.

  • Return the form and supporting documents to Aylett & Co. before the specified deadline. Please note the 10h00 (Irish time)  dealing deadline as per the Prospectus on the Relevant Dealing Day.

2. Through an associated Linked Investment Service Provider (LISP)

The Aylett Global Equity Fund is available through the following LISPs

Allan Gray

Glacier by Sanlam

Momentum

Ninety One

*Any queries can be sent to clientservices@aylett.co.za

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MINIMUM DISCLOSURE DOCUMENTS & COMMENTARY

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