Fund Updates
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.
Sanlam Lifestage Accumulation Portfolio shows its worth during 2017
Amidst unpredictable investment markets, the Sanlam Lifestage Accumulation Portfolio has delivered pleasing results in 2017.
Member Investment Options Guide
The Sanlam Umbrella fund is proud to launch the Member Investment option guide after feedback from Consultants.
Steinhoff saga illustrates the value of the Sanlam Umbrella Fund’s well diversified retirement strategies
On Wednesday, 6 December 2017, Mr Markus Jooste resigned as CEO of Steinhoff International after Steinhoff’s auditors declined to sign off on its financial statements.