Fund Updates
The effects of T-Day on the Sanlam Umbrella Fund
We unpack the details of how T-Day will affect the Sanlam Umbrella Fund and inform you what the trustees’ plans are to ensure the Fund complies with the new taxation legislation from 1 March 2016… Read...
Passive Investor Strategy to change to Passive Lifestage Strategy
Feedback from our clients and supporting intermediaries (not to mention the success of the Sanlam Lifestage default investment strategy) indicates that the Passive Investor Strategy can be further enhanced by changing...
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