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 of the global economy are unclear, and careful observation is necessary to make well-informed financial decisions.| Q3 2023 Performance Update
Sanlam Wealth Creation Lifestage Strategy
This last quarter, the portfolio produced positive returns. Decisions on the allocation of assets and the managers selection decisions have been the primary drivers of portfolio performance over the last twelve months.| Q3 2023 Performance Update
Sanlam Accumulation Lifestage Strategy
September saw challenges for the investment market, which led to poor and negative returns on investments. Over the past 12 months, the portfolio has done well, returning somewhat above its benchmark. | Q3 2023 Performance Update
Sanlam Passive Lifestage Strategy
Despite the fact that long-term returns are still steady, the strategy’s performance was low this past quarter due to China’s continued weak economic growth. | Q3 2023 Performance Update
Sanlam Umbrella Fund Protection Strategies
The strategy continues to deliver inflation beating returns in the midst of high inflation pressure. | Q3 2023 Performance Update