PRODUCTS



Counterpoint manages a range of unit trust portfolios and specific segregated mandates for certain clients. The range of unit trust portfolios is divided into solution funds and building block funds.

BUILDING BLOCK FUNDS (Specific Mandate)
FUND BENCHMARK RISK PROFILE INVESTOR PROFILE
Counterpoint Sanlam Collective Investments Value Fund (FTSE JSE ALSI) Aggressive Investor seeking long term capital growth
High tolerance for short term volatility and downside risk
Low income requirement
A 5 year-plus investment horizon
Counterpoint Sanlam Collective Investments Enhanced Income Fund STEFI Conservative Investor seeking regular income payments
Low tolerance for downside risk
A 3 year-plus investment horizon
Counterpoint Sanlam Collective Investments Dividend Equity Fund Peer Group Average Aggressive Investor seeking income from high dividend paying companies with potential capital growth
High tolerance for short term volatility and downside risk
Medium income requirement
A 5 year-plus investment horizon
Has different return characteristics to the normal general equity fund, with focus on dividends
Counterpoint Sanlam Collective Investments Global Equity Feeder Fund MSCI World Index Aggressive Investor seeking long term capital growth
High tolerance for short term volatility and downside risk
Low income requirement
A 5 year-plus investment horizon
A tolerance for currency fluctuations


SOLUTION FUNDS (Multi Asset Balanced Funds)
FUND BENCHMARK RISK PROFILE INVESTOR PROFILE
Counterpoint Sanlam Collective Investments Cautious Fund (25% SWIX, 55% ALBI, 20% STEFI) Cautious Investor seeks long term capital growth
A cautious investor seeking limited exposure to volatile asset
A moderate tolerance for downside volatility
A 5 year plus investment horizon
Counterpoint Sanlam Collective Investments Moderate Fund (53% SWIX, 32% ALBI, 15% STEFI) Moderate Investor seeks long term capital growth
A moderate risk investor seeking a balanced exposure to volatile and less volatile assets
A reasonable tolerance for downside risk
A 5 year-plus investment horizon
Counterpoint Sanlam Collective Investments Balanced Plus Fund (68% SWIX, 32%ALBI, 15% STEFI) Moderate Investor seeking long term capital growth
A moderate risk investor seeking a bias towards volatile growth assets blended with less volatile assets
Ideal fund for retirement funds
A reasonably high tolerance for downside risk
A 5 year plus investment horizon


GLOBAL FUNDS
FUND BENCHMARK RISK PROFILE INVESTOR PROFILE
Counterpoint Sanlam Global Equity Fund MSCI World Index Aggressive Investor seeking long term capital growth
High tolerance for short term volatility and downside risk
Low income requirement
A 5 year-plus investment horizon
A tolerance for currency fluctuations
Counterpoint Sanlam Global Balanced Fund 65% MSCI World Index/
35% Bloomberg Sovereign Bond Index
Moderate/Aggressive Investor seeking long term capital growth
A moderate risk investor seeking a bias towards volatile growth assets blended with less volatile assets
A reasonably high tolerance for downside risk
A 5 year plus investment horizon
A tolerance for currency fluctuations






 

 

APPLICATION FORM:

  MINIMUM DISCLOSURE DOCUMENTS

 
Unit Trust Application Form - Individual Investors
Unit Trust Application Form - Non-Individual Investors



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  Fund TERs
TERs 31 December 2018
Domestic Funds:
Counterpoint Value Fund March 2019
Counterpoint Moderate Fund March 2019
Counterpoint Enhanced Income Fund March 2019
Counterpoint Dividend Equity Fund March 2019
Counterpoint Cautious Fund March 2019
Counterpoint Balanced Plus Fund March 2019
Counterpoint Global Equity Feeder Fund March 2019

Global Funds:
Counterpoint Global Equity Fund March 2019

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