Preference Share Fund

Name of Fund

Counterpoint SCI Preference Share Fund

INVESTOR PROFILE

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

RISK PROFILE

Low

BENCHMARK

STeFI Call Deposit Index (SteFI)

INVESTMENT OBJECTIVE

This Fund is suitable for investors seeking an above-average after-tax yield in the form of dividends. This will be achieved by diversifying the portfolio’s holdings across various preference shares and dividend yielding assets. A minimum 80% will be invested in preference shares classified as share capital in their respective issuers balance sheet.

PORTFOLIO MANAGERS

Andrew Dowse

INCEPTION DATE

15 Jan 2008

ASISA FUND CATEGORY

South African - Equity - Unclassified

TIME HORIZON

3 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, 7735

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