Global Managed Growth Fund

Name of Fund

Counterpoint SCI Global Managed Growth Fund

INVESTOR PROFILE

This Fund is suitable for investors with a risk profile that is moderate to aggressive due to the portfolio’s asset class diversification. The recommended investment horizon is three years or more.

RISK PROFILE

Moderate-High

BENCHMARK

US CPI + 3% measured over rolling three-year periods measured in rands

INVESTMENT OBJECTIVE

This Fund is suitable for an investor seeking to achieve a return of US Inflation (CPI) + 3% or more over rolling three year periods at moderate aggressive risk levels.

PORTFOLIO MANAGERS

Ian Anderson
Richard Henwood

INCEPTION DATE

18 Aug 2015

ASISA FUND CATEGORY

Global - Multi Asset - Flexible

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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