Worldwide Flexible Fund

Name of Fund

Counterpoint SCI Worldwide Flexible Fund

INVESTOR PROFILE

This fund is suitable for an investor who seeks to generate returns significantly greater than inflation over the long term, while protecting capital against permanent loss through rigorous adherence to a value-based philosophy. The Fund is unrestricted in its choice of investments by asset class, size, industry or geography and has a recommended investment horizon of seven years or more.

RISK PROFILE

Moderate

BENCHMARK

SA Inflation + 6% per annum

INVESTMENT OBJECTIVE

To generate returns greater than inflation over the long term with lower than average risk for investors.

PORTFOLIO MANAGERS

Piet Viljoen
Sam Houlie

INCEPTION DATE

9 Oct 2020

ASISA FUND CATEGORY

Worldwide Multi Asset Flexible

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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