Fund Updates
Consulting fees and the annual revision process
Our team is hard at work preparing for the Sanlam Umbrella Fund’s annual revision process due at 1 March 2014. Further details of the scheduled timelines for the communication will be published in the...
Quarter three investment update
In the Q3 investment update to the Joint Forum update, we provide consultants and members of the Joint Forum with: Summaries of returns on all portfolios, including default strategies Short and medium term performance...
Important Sanlam Umbrella Fund investment menu update
Sanlam Lifestage
Another successful AGM for the Sanlam Umbrella Fund!
Each year, the Sanlam Umbrella Fund hosts its Annual General Meeting (AGM) in various venues across the country. This is a forum for Fund members, participating employers and intermediaries to engage with the...
Member communication: are we getting the message through?
Partly, at best, suggests Richard van Dijk. He offers a checklist for improvement. With all the good intentions of the employee benefits industry and stakeholders, generally the level of communication with members of...
Members in Sanlam Lifestage can now choose a preservation portfolio of their choice
Following the successful implementation of the Sanlam Lifestage as the Sanlam Umbrella Fund’s default investment strategy on 1 July 2013, members can now choose a preservation portfolio that matches their...