Fund Updates
Performance updates
Sanlam’s Q3 2023 performance update is now available for viewing. Click on the links below to read more. Markets and Economics There were numerous difficulties in the equity markets. The major economic indicators...
Sanlam Umbrella Fund Contingency Reserve Account brings relief for member shares 2023
Thanks to the strong financial standing in the Contingency Reserve Account, member shares are relieved from Financial Sector Conduct Authority Levies and Pension Fund Adjudicator Levies for the year 2023.
The 2023 Sanlam Umbrella Fund Symposium and Trustee report
You are now able to download the 2023 Sanlam Umbrella Fund Trustee Report, and access the 2023 Sanlam Umbrella Fund Symposium recording.
Consulting Fees and The Sanlam Umbrella Fund Annual Revision Process
Consultants who wish to review any consulting fee for 2024 should ensure the necessary signed documentation for this change must reach us not later than 29 December 2023.
Wealth Bonus Lifestyle Benefits for Sanlam Corporate are live!
We are happy to announce that all members of the Sanlam Umbrella Fund can now access the these benefits.
Smoothed Bonus Portfolios | Merging stable, predictable returns with sustainable practices
Sanlam smoothed bonus portfolios reduce the volatility of investment returns inherent with market exposure. This is done through regular bonus declarations, which are designed to provide a smoothed return over time.