Money Market Fund

Name of Fund

Counterpoint SCI Money Market Fund

INVESTOR PROFILE

This fund is suitable for the risk-averse investor seeking a short-term investment or a safe haven holding, while earning an above inflation return. The recommended investment horizon is three months or more.

RISK PROFILE

Low

BENCHMARK

SteFI Index

INVESTMENT OBJECTIVE

To maximise interest income, preserve capital and provide liquidity. This Fund is also suitable for risk averse investors seeking a temporary, safe holding vehicle in times of market uncertainty.

PORTFOLIO MANAGERS

Sam Houlie
Piet Viljoen

INCEPTION DATE

9 Oct 2020

ASISA FUND CATEGORY

South Africa Interest Bearing Money Market

TIME HORIZON

3 Months +

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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