Fund Updates

The Sanlam Allan Gray Domestic Balanced Portfolio was closed to new investors as far back as 2009, and consequently very few Sanlam Umbrella Fund clients are invested in this portfolio.

We release the June 2017 version of the Sanlam Unity Umbrella Fund Product Guide for the attention of intermediaries.

Amendments can range from changes to contribution rates, members' benefits and investment strategy to participating employer or intermediary contact details. Some amendments do not require a new quotation and others do.

Enhancements to Volatility Protection Strategy are being implemented and the transition process is being handled in a slow and steady manner.

The Fund counselling service offers members access to online retirement planning and guidance as well as telephonic support from a retirement benefit counsellor.

The new Sanlam Employee Benefits member web portal has been activated for Sanlam Umbrella Fund members.