Fund Updates
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
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...
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
The Volatility Protection Strategy
The 2015 Trustee Report mentions that one of the identified actions for next year is to review the Volatility Protection Strategy with the aim of identifying possible improvements to benefit members. The following...