Fund Updates
Updated version of the Fund in Detail
We release the March 2018 version of The Fund in Detail for the attention of consultants and participating employers.
Updated Version Of The Sanlam Unity Umbrella Fund Product Guide
We release the March 2018 version of the Sanlam Unity Umbrella Fund Product Guide for the attention of intermediaries. An exciting new enhancement is the Retirement Optimisation Services that is now available for the...
The Sanlam Unity Umbrella Fund 2018 Rate Review and the impact of the VAT increase
The annual rate review for all three underlying funds being the Sanlam Umbrella Pension Fund, the Sanlam Umbrella Provident Fund and the Sanlam Unity Umbrella Fund is now completed. Fees for all participating employers will be adjusted with 15% VAT where applicable.
Closure of the SIM Inflation Plus Portfolio
The Trustees of the Sanlam Umbrella Fund and Sanlam Plus Preservation Fund has decided to close the SIM Inflation Plus Fund and transfer all the assets to the SIM Moderate Absolute Fund during the month of April.
Investment Update: Changes from 1 April 2018
The trustees continuously evaluate the portfolios available to the members of the Sanlam Umbrella Fund and are informing consultants about a number of changes coming into effect on 1 April 2018.
Sanlam Umbrella Fund 2018 Rate Review
Important information regarding the 2018 Rate Review is communicated.