Enhanced Income Fund

Name of Fund

Counterpoint SCI Enhanced Income Fund

INVESTOR PROFILE

This fund is suitable for a conservative investor seeking regular income payments or moderate capital growth. The recommended investment horizon is three years or more.

RISK PROFILE

Low

BENCHMARK

SteFI Index

INVESTMENT OBJECTIVE

The investment objective of the portfolio is to provide investors with a high level of income. As a secondary objective the portfolio aims to achieve low to moderate levels of capital growth over the long term.

PORTFOLIO MANAGERS

Melville Du Plessis

INCEPTION DATE

3 Dec 2012

ASISA FUND CATEGORY

South African - Multi Asset - Income

TIME HORIZON

3 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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