Balanced Plus Fund

Name of Fund

Counterpoint SCI Balanced Plus Fund

INVESTOR PROFILE

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.

RISK PROFILE

Moderate-High

BENCHMARK

ASISA Peer Group Average

INVESTMENT OBJECTIVE

The portfolio aims to provide investors with a high long term total return. It conforms to regulations governing retirement portfolio investments and will comply with Prudential Investment Guidelines within the limits prescribed by the Act.

PORTFOLIO MANAGERS

Sam Houlie
Piet Viljoen

INCEPTION DATE

1 Nov 2012

ASISA FUND CATEGORY

South African - Multi Asset - High Equity

TIME HORIZON

7 Years +

REGULATION 28

Yes

STEP ONE

Complete an application form for individuals, non-individuals or tax-free savings accounts along with all the required supporting documents.

STEP TWO

Submit the completed application form and supporting documents to utinstructions@sanlaminvestmentssupport.com

STEP THREE

Once you have received confirmation from Sanlam that your application has been correctly submitted, you may go ahead with the payment of the relevant investment amount.

Please send proof of payment to utinstructions@sanlaminvestmentssupport.com You will receive electronic confirmation once your investment is finalised.

South African
Funds (ZAR)

For any assistance or questions
please contact:

Sanlam Collective Investments
0860 100 266
service@sanlaminvestments.com

Counterpoint Asset Management
+27 (0)21 492 0200
info@cpam.co.za

Application Forms

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