Fund Updates
Closure of SIM Managed Moderate Fund of Funds
As you are aware, the Investment Sub-committee of the Board of Trustees periodically reviews the approved investment menu available to clients with a view to improving the Sanlam Umbrella Fund’s overall value...
2016 Annual Revision – Fee and CRA levy adjustments
Work is far advanced in preparing the annual revision of administration fees and insured benefits premiums effective for the 12 months commencing 1 March 2016. All participating employers and their Contracted Benefit...
December 2015 version of The Fund in Detail
We are releasing herewith the December 2015 version of The Fund in Detail document. It includes the new In-Fund product offerings. The updates to the new version have also been summarised in the document below....
T-day update
We can now confirm that the Taxation Laws Amendment Act, 2015 was passed by both houses of parliament and was sent to the President to be signed into law. Read more
Consulting fees and annual revision process
Our team is hard at work preparing for the Sanlam Umbrella Fund’s annual revision process due at 1 March 2016. Further details of the scheduled timelines for the communication will be published in next...
What to make of volatility in share prices
In the light of the very volatile investment markets in recent months, we thought it would be appropriate to ask our Fund’s appointed investment consultants for their thoughts. Read more