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Fund Updates

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...

Sanlam Umbrella Fund AGM 2015

The Sanlam Umbrella Fund once again held a very successful AGM on 2 September, in Cape Town, and 8 September in Johannesburg. The presenters addressed relevant content regarding the progress of the Sanlam Umbrella...

2015 Trustee Report

The Sanlam Umbrella Fund Board of Trustees released the 2015 Trustee Report at the AGMs. It is a comprehensive report on: The Sanlam Umbrella Pension and Provident Funds, The Sanlam Futura Umbrella Retirement Fund and...

Umbrella Chat

Saving enough to ensure a healthy retirement is the theme of the 2015 series of the Umbrella Chat. We explain the following to members in simple terms: Why members should plan for retirement Taking better control of...