This simple yet robust portfolio aims to provide high long-term growth to members’, contributing to retirement security.
And despite the unpredictable markets of 2017, the Sanlam Lifestage Accumulation Portfolio has performed better than industry peers over the course of 2017.
At Sanlam Employee Benefits, we strive to improve financial outcomes for all South Africans by empowering better retirement funding decisions today.
And we do so by providing our clients with innovative market-leading products and retirement solutions.
One of these solutions is the Sanlam Lifestage Accumulation Portfolio, available through the new generation Sanlam Umbrella Fund, the leading umbrella fund offering in South Africa.
The expertly-crafted strategy behind the award-winning Sanlam Lifestage Accumulation Portfolio optimally blends different investment styles to enhance and improve investment performance and manage risk throughout your working lifetime.
And the proof is in the performance, as the award-winning portfolio outperformed industry peers by at least 1.44%* over the course of 2017.
*Source: Competitor Fund Fact Sheets
Members more than six years from retirement are invested in the Lifestage Accumulation Portfolio.
Usually between the ages of 20 and 55 years.
Members who are six years from retirement are gradually switched from the Sanlam Lifestage Accumulation Portfolio to his/her selected preservation portfolio.
Usually between the ages of 55 and 59 years.
The Pre-retirement phase of investment is completed 22 months before retirement, at which time the member is fully invested in their nominated preservation portfolio.
Usually between the ages of 60 and 65 years.
1. An investment that outperforms industry peers.
2. Members can rest assured that their Lifestage Portfolio will stay relevant to their needs throughout their working lifetime.
3. Members do not need to make any investment choices.