- Investment Options
- Member Investment Customisation
- Sanlam Umbrella Fund Investment Feedback Sessions
Fund Investment Strategies
We offer fund features that were previously not available anywhere in the industry.
Under the Sanlam Umbrella Fund employers can choose between a number of suitable investment options.
Investment Options
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| Sanlam Lifestage | ||
| Protection Strategy |
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Optimal Option
Members may opt out and invest all or part of their savings in the Sanlam Monthly Bonus Fund. Qualifying members will also have access to the Glacier Platform.
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| Sanlam Wealth Creation Strategy |
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The employer also selects from the four trustee approved investment strategies (above).
Members, however, have the option to opt out of the default and to make an individual member investment choice from a range of suitable investment portfolios; members can choose between a maximum of 4 of the following portfolios available:
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| SMM 70 Portfolio | ||
| SMM 50 Portfolio | ||
| SMM 30 Portfolio | ||
| SMM Moderate Absolute Fund | ||
| SMM NUR Balanced Fund | ||
| SMM Select Balanced Fund | ||
| Sanlam Accumulation Portfolio | ||
| Sanlam The Most Aggressive Portfolio | ||
| Sanlam Wealth Creation | ||
| Sanlam Living Planet Fund |
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| SIM Balanced Fund | ||
| SIM Moderate Absolute Fund | ||
| SIM Cash Fund | ||
| SIM Temperance Balanced Fund | ||
| SPW Balanced Fund |
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| Allan Gray Global Balanced Portfolio | ||
| Foord Balanced Fund | ||
| M&G Balanced Portfolio | ||
| Ninety One Balanced Fund | ||
| Coronation Houseview Portfolio | ||
| PSG Balanced Fund | ||
| Truffle Balanced Fund | ||
| Camissa Balanced Fund |
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| Sanlam Monthly Bonus Fund | ||
| Sanlam Stable Bonus Fund | ||
| Sanlam Progressive Smooth Bonus Fund |
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| Satrix Enhanced Balanced Tracker Fund |
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Member Investment Customisation
Under the comprehensive and optimal options, more than 1 000 retail collective investment (schemes CIS) are available on Sanlam’s Glacier investment administration platform.
As part of this offering, members can also choose to invest the equity component of their investments in their own personalised share portfolio via Sanlam Private Wealth.
Sanlam Umbrella Fund Investment Feedback Sessions
At our Sanlam Umbrella Fund Investment Feedback Sessions, our team of experts evaluate the performance of the Fund’s underlying portfolios, and how we are empowering our clients to be confident about their investment decisions.
Sanlam Umbrella Fund Investment Feedback Session | 16 May 2023 | Watch
Sanlam Umbrella Fund Investment Feedback Session | 16 May 2023 | Download
Sanlam Umbrella Fund Investment Feedback Session | 16 May 2023 | Q&A Document | Download
Sanlam Umbrella Fund Investment Feedback Session | 20 October 2022 | Investment Feedback Session
Sanlam Umbrella Fund Investment Feedback Session | 20 October 2022 | Watch