Fund Updates
Research overview on Umbrella funds
History from nine consecutive years of study on umbrella funds have resulted in meaningful analysis of the emerging trends.
Sanlam benchmark survey finds that financial stress is pervasive amongst South Africa’s middle class
Seven out of ten middle class workers experience some form of financial stress according to the 2017 Sanlam Benchmark Survey.
Ratings downgrade will impact a ‘generation’ of employees – CEO
South Africans who are planning to retire within the next 20 years will have to work longer, following the country's recent sovereign credit ratings downgrade to junk status.
Performance update: Sanlam Lifestage Strategy
The Sanlam Lifestage Investment Strategy has been one of the big success stories for the Sanlam Umbrella Fund.
Updated version of The Fund in Detail
Updated version of The Fund in Detail March 2017
Participation of a group of companies in the Fund
Employers and members could face dire consequences if each employer in a group of companies is not registered as a separate participating employer in the Sanlam Umbrella Fund.