Cautious Fund

Name of Fund

Counterpoint SCI Cautious Fund

INVESTOR PROFILE

This fund is suitable for a conservative investor seeking long term capital growth with limited exposure to higher risk assets and downside volatility. The fund is Regulation 28 compliant and has a maximum effective equity exposure limit of 40%. The recommended investment horizon is seven years or more.

RISK PROFILE

Low-Moderate

BENCHMARK

ASISA Peer Group Average

INVESTMENT OBJECTIVE

The portfolio is a cautious managed portfolio. In selecting investments for the portfolio, the Manager will seek to follow an investment policy which will reflect a spread of investments aiming at income and capital growth associated with a cautious risk profile

PORTFOLIO MANAGERS

Sam Houlie
Piet Viljoen

INCEPTION DATE

3 Jan 2012

ASISA FUND CATEGORY

South African - Multi Asset - Low 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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