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Skip Navigation LinksUmbrella Fund

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


Standard Option:

The employer selects one of the four trustee approved investment strategies for all assets to be invested in:

Sanlam Lifestage Download Fact Sheet
Volatility Protection Strategy Download Fact Sheet
Passive Lifestage Strategy Download Fact Sheet
Sanlam Blue Lifestage Strategy Download Fact Sheet
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.

Sanlam Blue Lifestage Strategy Download Fact Sheet
Comprehensive Option:

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:

Multi-manager Range

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

Sanlam Investment Management Single Manager Range

SIM Balanced Fund Download Fact Sheet
SIM Inflation Plus Fund Download Fact Sheet
Sanlam Cash Fund Download Fact Sheet

External Single Manager Range

Allan Gray Domestic Balanced Portfolio* Download Fact Sheet
Allan Gray Global Balanced Portfolio Download Fact Sheet
Coronation Houseview Portfolio Download Fact Sheet
Sanlam Foord Balanced Fund Download Fact Sheet
Sanlam Prudential Balanced Fund Download Fact Sheet
Investec Balanced Fund Download Fact Sheet

Smoothed Bonus range

Sanlam Monthly Bonus Fund Download Fact Sheet
Sanlam Stable Bonus Fund Download Fact Sheet

Index tracking range

SATRIX (SWIX) Balanced Tracker Fund Download Fact Sheet
*Please note this fund is closed to new investors

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.

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