Sanlam Reality for members of the Sanlam Umbrella Fund
The Sanlam Umbrella Fund continues to empower members’ financial resilience by offering value-added benefits.
Feedback on the Sanlam Lifestage Accumulation Portfolio
Darryl Moodley and Paul Wilson discuss the economic recovery since March 2020 and the outlook for the next 5 years for growth asset classes.
Welcoming the Smoothed Bonus Conduct Standard
The release of the final Smooth Bonus Conduct Standard was timeous and relevant.
Investment Feedback for the period Q3 2020 on the Trustee-approved member investment menu
Tshegofatso Sekgwele discusses the returns for Quarter 3 across the different portfolios offered by the Sanlam Umbrella Fund with varying risk profiles.
Free Will Drafting Service for members of the Sanlam Umbrella Fund
Sanlam Umbrella Fund have introduced a free will drafting service as part of our value-added-benefits offered to members of the Fund.
Market Value Adjustments for Smooth Bonus Portfolios explained
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.