Fund Updates
T-Day – Retirement reform changes
Over the last few years,
government has been
reviewing and changing the laws
that control the retirement fund industry. These retirement reforms aim to ensure that you save enough for retirement and that your savings are protected.
Important updates from the Sanlam Umbrella Fund Investment Committee
The Investment Committee recently concluded an in-depth review of the entire investment offering, and this communication details the changes that will be made from March 2021.
Second wave Covid-19 impact on insured benefit claims
The second wave of the Covid-19 pandemic has put the Sanlam Umbrella Fund insured benefits service providers under immense pressure on the processing and payment of some of the risk benefit claims.
Sanlam Reality for members of the Sanlam Umbrella Fund
The Sanlam Umbrella Fund continues to empower members’ financial resilience by offering value-added benefits
Feedback on the Sanlam Lifestage Accumulation Portfolio
Darryl Moodley and Paul Wilson discuss the economic recovery since March 2020 and the outlook for the next 5 years for growth asset classes.
Investment Feedback for the period Q3 2020 on the Trustee-approved member investment menu
Tshegofatso Sekgwele discusses the returns for Quarter 3 across the different portfolios offered by the Sanlam Umbrella Fund with varying risk profiles.