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Sanlam Umbrella Fund Fund Fact Sheets

Trustee-approved default strategies

These investment strategies aim to meet each member’s savings requirement working towards a target date, either the Normal Retirement Age or the Planned Retirement Age:

 

Sanlam Lifestage Download PDF
Volatility Protection Strategy Download PDF
Passive Investor Strategy Download PDF
Sanlam Blue Download PDF

Range of institutionally-priced investment portfolios

 

Multi-manager Range

SMM 70 Portfolio Download PDF
SMM 50 Portfolio Download PDF
SMM 30 Portfolio Download PDF
SMM Absolute Return CPI + 5% Portfolio Download PDF
Sanlam NUR Balanced Portfolio Download PDF

Sanlam Investment Management Single Manager Range

SIM Balanced Fund Download PDF
SIM Managed Moderate Fund of Funds Download PDF
SIM Inflation Plus Fund Download PDF
Sanlam Cash Fund Download PDF

External Single Manager Range

Sanlam Allan Gray Domestic Balanced Portfolio Download PDF
Sanlam Allan Gray Global Balanced Portfolio Download PDF
Sanlam Coronation Houseview Portfolio Download PDF
Sanlam Foord Balanced Fund Download PDF
Sanlam Prudential Balanced Portfolio Download PDF
Investec Balanced Fund Download PDF

Smoothed Bonus range

Sanlam Monthly Bonus Fund Download PDF
Sanlam Stable Bonus Fund Download PDF

Index tracking range

SATRIX (SWIX) Balanced Tracker Fund Download PDF

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