The Sanlam Umbrella Fund continues to empower members’ financial resilience by offering value-added benefits
Darryl Moodley and Paul Wilson discuss the economic recovery since March 2020 and the outlook for the next 5 years for growth asset classes.
Tshegofatso Sekgwele discusses the returns for Quarter 3 across the different portfolios offered by the Sanlam Umbrella Fund with varying risk profiles.
Danie van Zyl discusses the concept of market value adjustments as a means of protecting members of smoothed bonus portfolios during times of negative investment returns.
The release of the final Smooth Bonus Conduct Standard was timeous and relevant.
Sanlam Umbrella Fund have introduced a free will drafting service as part of our value-added-benefits offered to members of the Fund.