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2025
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2024
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2023
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2022
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2025
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2024
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2023
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2022
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2022
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2025
Sanlam Umbrella Fund Trustee Approved Default Portfolios
2025
- Quarter 4 – Sanlam Wealth Creation Lifestage Strategy Investment Report
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- Quarter 3 – Sanlam Wealth Creation Lifestage Strategy Investment Report
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- Quarter 2 – Sanlam Wealth Creation Lifestage Strategy Investment Report
- Quarter 2 – Sanlam Passive Lifestage Strategy Investment Report
- Quarter 2 – Sanlam Blue Lifestage Strategy Investment Report
- Quarter 2 – Sanlam Accumulation Lifestage Strategy Investment Report
- Quarter 2 – Protection Strategies Investment Report
- Quarter 1 – Sanlam Wealth Creation Lifestage Strategy Investment Report
- Quarter 1 – Sanlam Passive Lifestage Strategy Investment Report
- Quarter 1 – Sanlam Blue Lifestage Strategy Investment Report
- Quarter 1 – Sanlam Accumulation Lifestage Strategy Investment Report
- Quarter 1 – Protection Strategies Investment Report
2024
- Quarter 4 – Sanlam Wealth Creation Lifestage Strategy Investment Report
- Quarter 4 – Sanlam Passive Lifestage Strategy Investment Report
- Quarter 4 – Sanlam Blue Lifestage Strategy Investment Report
- Quarter 4 – Sanlam Accumulation Lifestage Strategy Investment Report
- Quarter 4 – Protection Strategies Investment Report
- Quarter 3 – Sanlam Wealth Creation Lifestage Strategy Investment Report
- Quarter 3 – Sanlam Passive Lifestage Strategy Investment Report
- Quarter 3 – Sanlam Blue Lifestage Strategy Investment Report
- Quarter 3 – Sanlam Accumulation Lifestage Strategy Investment Report
- Quarter 3 – Protection Strategies Investment Report
- Quarter 2 – Sanlam Wealth Creation Lifestage Strategy Investment Report
- Quarter 2 – Sanlam Passive Lifestage Strategy Investment Report
- Quarter 2 – Sanlam Blue Lifestage Strategy Investment Report
- Quarter 2 – Sanlam Accumulation Lifestage Strategy Investment Report
- Quarter 2 – Protection Strategies Investment Report
- Quarter 1 – Sanlam Wealth Creation Lifestage Strategy Investment Report
- Quarter 1 – Sanlam Passive Lifestage Strategy Investment Report
- Quarter 1 – Sanlam Blue Lifestage Strategy Investment Report
- Quarter 1 – Sanlam Accumulation Lifestage Strategy Investment Report
- Quarter 1 – Protection Strategies Investment Report
2023
- Quarter 4 – Sanlam Wealth Creation Lifestage Strategy Investment Report
- Quarter 4 – Sanlam Passive Lifestage Strategy Investment Report
- Quarter 4 – Sanlam Blue Lifestage Strategy Investment Report
- Quarter 4 – Sanlam Accumulation Lifestage Strategy Investment Report
- Quarter 4 – Protection Strategies Investment Report
- Quarter 3 – Sanlam Wealth Creation Lifestage Strategy Investment Report
- Quarter 3 – Sanlam Passive Lifestage Strategy Investment Report
- Quarter 3 – Sanlam Blue Lifestage Strategy Investment Report
- Quarter 3 – Sanlam Accumulation Lifestage Strategy Investment Report
- Quarter 3 – Protection Strategies Investment Report
- Quarter 2 – Sanlam Wealth Creation Lifestage Strategy Investment Report
- Quarter 2 – Sanlam Passive Lifestage Strategy Investment Report
- Quarter 2 – Sanlam Blue Lifestage Strategy Investment Report
- Quarter 2 – Sanlam Accumulation Lifestage Strategy Investment Report
- Quarter 2 – Protection Strategies Investment Report
- Quarter 1 – Lifestage Strategies Investment Report
- Quarter 1 – Protection Strategies Investment Report
2022
- Quarter 4 – Lifestage Strategies Investment Report
- Quarter 4 – Protection Strategies Investment Report
2022
Member Investment Guide
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Sanlam Multi Manager Select Balanced Fund
COVID-19 – Global Recovery and Inflation Concerns
Sanlam Capital Protection Portfolio
Volatility Protection Strategy
Quarterly Investment Performance Videos
2023
Danie van Zyl – Sanlam Umbrella Fund Protection Strategies – Performance Update: Q2 2023
Solly Tsie – Sanlam Wealth Creation Lifestage – Performance Update: Q2 2023
Boitumelo Ngoepe – Sanlam Passive Lifestage – Performance Update: Q2 2023
Matimu Ngobeni – Sanlam Blue Lifestage Accumulation Portfolio – Performance Update: Q2 2023
Solly Tsie – Sanlam Lifestage Accumulation – Performance Update: Q2 2023
Ashley Daswa – Ashley Daswa Economic and Investment Markets Overview – Performance Update: Q3 2023
Boitumelo Ngoepe – Sanlam Umbrella Fund Protection Strategies – Performance Update: Q3 2023
Nonhlanhla Mdhluli – Sanlam Passive Lifestage Strategy – Performance Update: Q3 2023
Solly Tsie – Accumulation Lifestage Strategy – Performance Update: Q3 2023
Solly Tsie – Sanlam Wealth Creation Lifestage – Performance Update: Q3 2023
Matimu Ngobeni – Markets and Economics – Performance Update: Q3 2023
Boitumelo Ngoepe – Sanlam Umbrella Fund Protection Strategies – Performance Update: Q4 2023
Nonhlanhla Mdhluli – Sanlam Passive Lifestage Strategy – Performance Update: Q4 2023
Solly Tsie – Accumulation Lifestage Strategy – Performance Update: Q4 2023
Matimu Ngobeni – Sanlam Wealth Creation Lifestage – Performance Update: Q4 2023
Ashley Daswa – Global and Domestic Market Performance – Performance Update: Q4 2023
2024
Danie van Zyl – SUF Protection Strategies & Capital Protection Portfolio – Performance Update: Q1 2024
Solly Tsie – Sanlam Wealth Creation Lifestage – Performance Update: Q1 2024
Nonhlanhla Mdhluli – Sanlam Passive Lifestage Strategy – Performance Update: Q1 2024
Melissa Reddy – Accumulation Lifestage Strategy – Performance Update: Q1 2024
Manka Sabastian & Ashley Daswa – Property Impact Fund – Performance Update: Q1 2024
Matimu Ngobeni – Markets and Economics – Performance Update: Q1 2024
Melissa Reddy – Sanlam Smooth Bonus Market Value – Adjustment Guide
Danie van Zyl – SUF Protection Strategies & Capital Protection Portfolio – Performance Update: Q2 2024
Thobile Ngcobo – Sanlam Wealth Creation Lifestage – Performance Update: Q2 2024
Matimu Ngobeni – Sanlam Passive Lifestage Strategy – Performance Update: Q2 2024
Adarsh Sundarparsad – Accumulation Lifestage Strategy – Performance Update: Q2 2024
Ashley Daswa – Markets and Economics – Performance Update: Q2 2024
Matimu Ngobeni – Markets and Economics – Performance Update: Q3 2024
Adarsh Sundarparsad – Accumulation Lifestage Strategy – Performance Update: Q3 2024
Nonhlanhla Mdhluli – Sanlam Passive Lifestage Strategy – Performance Update: Q3 2024
Thobile Ngcobo – Sanlam Wealth Creation Lifestage – Performance Update: Q3 2024
Danie van Zyl – Sanlam Umbrella Fund Protection Strategies – Performance Update: Q3 2024
Matimu Ngobeni – Markets and Economics – Performance Update: Q3 2024
Adarsh Sundarparsad – Sanlam Umbrella Fund Protection Strategies – Performance Update: Q4 2024
Adarsh Sundarparsad – Lifestage Model and Capital Protection – Performance Update: Q4 2024
Danie van Zyl – Sanlam Passive Lifestage Strategy – Performance Update: Q4 2024
Matimu Ngobeni – Sanlam Accumulation Portfolio – Performance Update: Q4 2024
Solly Tsie – Sanlam Blue Lifestage Strategy – Performance Update: Q4 2024
Thobile Ngcobo – Sanlam Wealth Creation Lifestage Strategy – Performance Update: Q4 2024
Ashley Daswa – Market Performance: Q4 2025
Paul Wilson – Sanlam Blue Lifestage Strategy Accumulation Portfolio – Performance Update: Q1 2025
Paul Wilson – Sanlam Accumulation Portfolio – Performance Update: Q1 2025
Danie van Zyl – Sanlam Umbrella Fund Protection Strategies – Performance Update: Q1 2025