Fund Updates
Sanlam Umbrella Fund ESG and BBBEE Ratings Report
The world is rapidly changing, and its interdependency and interconnectivity are accelerating at an exponential pace. These significant changes require new approaches to investing that seriously consider notions of...
Sanlam reimagines retirement planning with free psychology service
According to The Mental State of the World in 2022 report, an alarming 35.8% of South Africa’s population is grappling with mental health issues, the highest percentage of any country surveyed. Realising an opportunity...
Sanlam Umbrella Fund Investment Feedback Session
Our team of experts breaks down how the current state of the economy is affecting investing portfolios in this lively feedback session. They also discuss the Two-Pot System and how it can revolutionise the retirement...
Performance updates
Sanlam’s Q3 2023 performance update is now available for viewing. Click on the links below to read more. Markets and Economics There were numerous difficulties in the equity markets. The major economic indicators...
Sanlam Umbrella Fund Contingency Reserve Account brings relief for member shares 2023
Thanks to the strong financial standing in the Contingency Reserve Account, member shares are relieved from Financial Sector Conduct Authority Levies and Pension Fund Adjudicator Levies for the year 2023.
The 2023 Sanlam Umbrella Fund Symposium and Trustee report
You are now able to download the 2023 Sanlam Umbrella Fund Trustee Report, and access the 2023 Sanlam Umbrella Fund Symposium recording.