Dividend Equity Fund

Name of Fund

Counterpoint SCI Dividend Equity Fund

INVESTOR PROFILE

This fund is suitable for investors with a high risk tolerance, seeking income plus capital growth. This Fund focuses on investing in high dividend-paying companies and can invest locally as well as up to 30% offshore. The recommended investment horizon is seven years or more.

RISK PROFILE

High

BENCHMARK

ASISA Peer Group Average

INVESTMENT OBJECTIVE

The portfolio follows a total return approach, with a significant portion of returns coming in the form of dividends.

PORTFOLIO MANAGERS

Raymond Shapiro
Sam Houlie
Piet Viljoen

INCEPTION DATE

7 Dec 2012

ASISA FUND CATEGORY

Equity - General

TIME HORIZON

7 Years +

REGULATION 28

No

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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