Administration updates
Important Updates from the Investment Committee
Prior to July 2022 the Sanlam Wealth Creation Lifestage Strategy was only available to participating employers with previous exposure to this strategy. As from July 2022, the Trustees have approved the inclusion of this strategy for all participating employers as an additional default investment strategy option.
Operational Update
The Operational Update concerns Policy Protection Rule 13, Policyholder requirements to ensure compliance and Implications of not providing member contact details to Sanlam.
External Single Manager Range Changes
Read about the changes to the External Single Manager Range portfolios.
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.
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.