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Life Pooled Investments Life Pooled Investments | Sanlam Investments

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Life Pooled Investments

Why choose a Sanlam Life Pooled Investment?

Sanlam Life Pooled Investments are simply investments wrapped inside a protective Sanlam Life Policy. These are popular options for retirement funds looking to combine the growth potential of the investment markets, but with the protective wrap (or security) of a life policy.

How a Sanlam Life Policy Works

Sanlam Life Insurance Ltd offers a range of pooled investment portfolios for retirement funds. These institutional investment capabilities include multi-managed, single-managed, active and passive ranges. There are no minimum investment requirements to access these pooled investment portfolios and they offer a range of appealing benefits, making them an attractive choice for small, medium and large retirement funds.

A Sanlam Life Pooled Investment is a linked policy. The underlying investments or assets are held in the name of Sanlam Life Insurance Ltd, not in the name of the policyholder.

Benefits of a Sanlam Life Pooled Investment

  • No minimum size unless otherwise stated
  • Added security of a large institution
  • Legal, compliance and sound corporate governance peace of mind
  • Access to Sanlam’s expertise and resources – with the benefit of a long-term legal structure
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Satrix Life Pooled Balanced Range

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Your Investment Options

Single Managed Funds (SIM)

Risk-profiled Funds

SEB Inflation Annuity Tracker

SPW Balanced Fund

Flexible Balanced Funds

SIM Balanced Fund

SIM Temperance Balanced Fund

Absolute Return Funds

SIM Cautious Absolute Fund

SIM Moderate Absolute Fund

Cash Funds

SIM Cash Fund

SIM Enhanced Cash Fund

Specialist Funds

SI Sustainable Infrastructure Fund

SI Direct Property Fund

Medical Aid Funds

SIM Absolute Return Medical Fund

Multi Managed Funds (SMMI)

Risk-profiled Funds

SMM 30

SMM 50

SMM 70

Sanlam Accumulation Portfolio

Flexible Balanced Funds

SMM NUR Balanced Fund

Sanlam The Most Aggressive Portfolio

SMM Select Balanced Fund

Sanlam Wealth Creation Portfolio

Absolute Return Funds

SMM Cautious Absolute Fund

SMM Moderate Absolute Fund

Specialist Funds

SI MM Global Equity Fund

Passive Managed Funds (Satrix)

Risk-profiled Funds

Satrix Low Equity Balanced Fund

Satrix Medium Equity Balanced Fund

Satrix High Equity Balanced Fund

Satrix Global Achiever Fund

Flexible Balanced Funds

Satrix Enhanced Balanced Tracker Fund

Sanlam Smoothed Bonus Funds

Risk-profiled Funds

Sanlam Stable Bonus Portfolio

Sanlam Monthly Bonus Fund

Sanlam Progressive Smooth Bonus Fund

Flexible Balanced Funds

Sanlam Absolute Return Plus Fund

Fund Factsheets

Single Managed
SEB Inflation Annuity Tracker Fund
SIM Balanced Fund
SIM Cautious Absolute Fund
SIM Moderate Absolute Fund
SIM Cash Fund
SIM Absolute Return Medical Fund
SIM Temperance Balanced Fund
SIM Enhanced Cash Fund
SPW Balanced Fund
SI Direct Property Fund
SI Sustainable Infrastructure Fund
Multi Managed
SMM 30 Portfolio
SMM 50 Portfolio
SMM 70 Portfolio
SMM NUR Balanced Fund
SMM Cautious Absolute Fund
SMM Moderate Absolute Fund
SMM Select Balanced Fund
Sanlam The Most Aggressive Portfolio
Sanlam Accumulation Portfolio
SI MM Global Equity Portfolio
Sanlam Wealth Creation Portfolio
Passive Managed
Satrix Enhanced Balanced Tracker Fund
Satrix Low Equity Balanced Fund
Satrix Medium Equity Balanced Fund
Satrix High Equity Balanced Fund
Satrix Global Achiever Fund
Smoothed Bonus
Monthly Bonus Fund
Sanlam Absolute Return Plus Fund
Stable Bonus Portfolio
Sanlam Progressive Smooth Bonus Fund
External Single Managed
Sanlam Allan Gray Global Balanced
Sanlam Coronation Global Houseview
Ninety One Balanced Fund

Media

Pick your quarter

Quarter Report Name

Videos

Ashley Daswa
Market and Economics
Performance – Q2 2024

Adarsh Sundarparsad
Sanlam Accumulation Lifestage Strategy
Performance – Q2 2024

Matimu Ngobeni
Sanlam Passive Lifestage Strategy
Performance – Q2 2024

Thobile Ngcobo
Sanlam Wealth Creation Lifestage Strategy
Performance – Q2 2024

Danie van Zyl
Sanlam Umbrella Fund Protection Strategies and Capital Protection Portfolio
Performance – Q2 2024

Melissa Reddy
Sanlam Smooth Bonus Market Value Adjustments guide

Matimu Ngobeni
Markets and Economics
Performance – Q1 2024

Manka Sebastian & Ashley Daswa
Property Impact Fund
Performance – Q1 2024

Melissa Reddy
Sanlam Accumulation Lifestage Strategy
Performance – Q1 2024

Nonhlanhla Mdhluli
Sanlam Passive Lifestage Strategy
Performance – Q1 2024

Solly Tsie
Sanlam Wealth Creation Lifestage Strategy
Performance – Q1 2024

Danie van Zyl
SUF Protection Strategies & Capital Protection Portfolio
Performance – Q1 2024

Ashley Daswa
Global and Domestic Market Performance - Q4 2023 Performance Update

Matimu Ngobeni
Sanlam Wealth Creation Lifestage Strategy - Q4 2023 Performance Update

Solly Tsie
Sanlam Accumulation Lifestage Strategy - Q4 2023 Performance Update

Nonhlanhla Mdhluli
Sanlam Passive Lifestage Strategy - Q4 2023 Performance Update

Boitumelo Ngoepe
Sanlam Umbrella Fund Protection Strategies - Q4 2023 Performance Update

Matimu Ngobeni
Markets and Economics - Q3 2023 Performance Update

Solly Tsie
Sanlam Wealth Creation Lifestage Strategy - Q3 2023 Performance Update

Solly Tsie
Sanlam Accumulation Lifestage Strategy - Q3 2023 Performance Update

Nonhlanhla Mdhluli
Sanlam Passive Lifestage Strategy - Q3 2023 Performance Update

Boitumelo Ngoepe
Sanlam Umbrella Fund Protection Strategies - Q3 2023 Performance Update

Ashley Daswa
Economic and Investment Markets overview - Q2 2023 Performance Update

Solly Tsie
Sanlam Lifestage Accumulation Portfolio - Q2 2023 Performance Update

Matimu Ngobeni
Sanlam Blue Lifestage Strategy - Q2 2023 Performance Update

Boitumelo Ngoepe
Sanlam Passive Lifestage - Q2 2023 Performance Update

Solly Tsie
Sanlam Wealth Creation Lifestage - Q2 2023 Performance Update

Danie van Zyl
Sanlam Umbrella Fund Protection Strategies - Q2 2023 Performance Update

Ashley Daswa
Impacts on investment markets - Q4 2022 Performance Update

Matimu Ngobeni
Sanlam Wealth Creation Lifestage, Q4 2022 Performance Update

Ashley Daswa
Sanlam Lifestage Accumulation Portfolio - Q4 2022 Performance Update

Lorraine Mekwa
Sanlam Blue Lifestage Portfolio - Q4 2022 Performance Update

Boitumelo Ngoepe
Sanlam Passive Lifestage Strategy - Q4 2022 Performance Update

Nonhlanhla Mdhluli
Purpose of Principles and Practices of Financial Management

Danie van Zyl
SUF Protection Strategies - Q4 2022 Performance Update

Darryl Moodley
Investment Markets - Quarter 1 2022

Karen Wentzel and Victor Willemse
E-nnuity Made Easy

Lorraine Mekwa and Darryl Moodley
Lifestage Performance Update - Quarter 2 2021

Karen Wentzel
Empowering Women | Financial lessons from COVID-19

Solly Tsie
Investment Governance Budget

Paul Wilson
Sanlam Multi Manager Select Balanced

Danie van Zyl
Sanlam Smooth Bonus Update - July 2021

Ralph Thomas
COVID-19 | the Global Recovery and Inflation Concerns

Lorraine Mekwa and Darryl Moodley
Lifestage Performance Update - Quarter 1 2021

Karen Wentzel
Understanding Annuities

Lilian Lerm
SMM Moderate Absolute Return Fund

Kingsley Williams
Actively Considering Indexing

The impact of Reg28 Proposals on Infrastructure Investments

Karen Wentzel
5 Tips for Retirement Planning in Uncertain Times

Danie van Zyl
How Did Your Retirement Savings Navigate 2020?

Darryl Moodley
Lifestage Performance Update - Quarter 4 2020

Darryl and Paul
Lifestage Performance Update - Quarter 3 2020

Danie van Zyl
Market Value Adjustments

Danie van Zyl
Sanlam Capital Protection Portfolio

Karen Wentzel
With-Profit Annuities

Darryl Moodley
Lifestage Performance Update - Quarter 4 2019

Darryl Moodley
Lifestage Investments

Darryl Moodley
Lifestage Performance Update - Quarter 3 2019

Danie van Zyl
A "Smooth" journey to retirement

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