The Sanlam Umbrella Fund continues to empower members’ financial resilience by offering value-added benefits.
Darryl Moodley and Paul Wilson discuss the economic recovery since March 2020 and the outlook for the next 5 years for growth asset classes.
The release of the final Smooth Bonus Conduct Standard was timeous and relevant.
Tshegofatso Sekgwele discusses the returns for Quarter 3 across the different portfolios offered by the Sanlam Umbrella Fund with varying risk profiles.
Sanlam Umbrella Fund have introduced a free will drafting service as part of our value-added-benefits offered to members of the Fund.
Danie van Zyl discusses the concept of market value adjustments as a means of protecting members of smoothed bonus portfolios during times of negative investment returns.