Fund Updates
Changes to SIM Enhanced Tracker Balanced Fund
The SIM Enhanced Tracker Balanced Fund is the current underlying investment portfolio for the Fund’s second default investment strategy, the Passive Investor Strategy and is also available as a member choice...
Sanlam Umbrella Fund Lifestage Programme changing to Sanlam Lifestage
The Trustees of the Sanlam Umbrella Fund have recently resolved to adopt Sanlam Lifestage as the Fund’s default investment strategy in place of the existing Lifestage Programme structure. The planned...
Reduction of Glacier’s annual administration fees for investments in the Sanlam Umbrella Fund
Glacier is committed to responsibly reduce fees in the pre-retirement environment over time. After the reduced platform fees in 2012 and in line with this commitment, it was agreed with the Sanlam Umbrella Fund...
Contingency Reserve Account
We remind all our clients that the Sanlam Umbrella Fund Trustees have approved a contingency reserve account levy of R2.00 per member per month (including VAT) applicable as from 1 March 2013. This levy covers a...
Sanlam Plus Preservation Fund
National Treasury’s paper Preservation, portability, and governance for retirement funds, released on 21st September 2012, described the low rate of preservation of retirement savings, both pre- and...
Sanlam Employee Benefits enhances our Retirement Benefit Calculator
This new retirement planning tool is available via our secure Retirement Fund Web online facility. Members can access their own pre-populated and updated retirement fund information, and can contrast projected...