Investment updates
Update to the Fund’s investment strategy
There have been two updates to the Fund’s investment strategy:The Passive Investor Strategy changed to Passive Lifestage StrategySanlam Blue changed to Sanlam Blue Lifestage StrategyRead more about it in the...
Acsis arrangement: reduction of fees
An important aim of the umbrella fund concept is to deliver cost savings to members via the creation of economies of scale benefits.Read more
Closure of SIM Managed Moderate Fund of Funds
As you are aware, the Investment Sub-committee of the Board of Trustees periodically reviews the approved investment menu available to clients with a view to improving the Sanlam Umbrella Fund’s overall value...
The Volatility Protection Strategy
The 2015 Trustee Report mentions that one of the identified actions for next year is to review the Volatility Protection Strategy with the aim of identifying possible improvements to benefit members.The following...
An important update from the Investment Sub-committee
Glacier Retirement Funding SolutionThe Glacier retirement funding solution is intended exclusively for our affluent members who demand a much wider range of investment choices and are willing to pay for this extra...
Important update from the Investment Sub-committee
Consultants are hereby informed about some key decisions relating to the External Single Manager Range available on the Sanlam Umbrella Fund.Read further here