Skip Ribbon Commands
Skip to main content

Life Pooled Investments Life Pooled Investments

The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information for private investors can be accessed on the Personal area of our site. Terms & conditions.

continue
Do not show this again.

Contact

Call me back

Advice

Back

Email us

Skip Navigation LinksInstitutional

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 It Works

Sanlam Life Insurance Ltd offer 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, which means 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 investment size
  • Added security of a bigger brand
  • Legal and compliance peace of mind
  • Access to Sanlam’s expertise and resources – with the benefit of a long-term legal structure
  • Peace of mind through sound corporate governance

Satrix Life Pooled Balanced Range

Find out more

Your Investment Options

Single Managed Funds (SIM)

Multi Managed Funds (SMMI)

Passive Managed Funds (Satrix)

Sanlam Smoothed Bonus Funds

Sanlam Life Stage

Risk-Profiled Funds

SEB Inflation Annuity Tracker

SMM 30

SMM 50

SMM 60

SMM 70

Satrix Low Equity Balanced Fund

Satrix Medium Equity Balanced Fund

Satrix High Equity Balanced Fund

Sanlam Stable Bonus Portfolio

Sanlam Monthly Bonus Fund

SMM Vesting Fund

Sanlam Progressive Smooth Bonus Fund

Sanlam Lifestage Inflation-Linked Preservation Portfolio

Flexible Balanced Funds

SIM Balanced Fund

SIM Temperance Balanced Fund

SMM Balanced Fund

SMM NUR Balanced Fund

Sanlam The Most Aggressive Portfolio

Sanlam Select Balanced Fund

Sanlam Select Defensive Fund

Satrix (SWIX) Balanced Tracker Fund

Sanlam Absolute Return Plus Fund

Sanlam Lifestage Accumulation Portfolio

Sanlam Lifestage Living Annuity (ILLA) Preservation Portfolio

Absolute Return Funds

SIM Cautious Absolute Fund

SIM Moderate Absolute Fund

SIM Growth Absolute Fund

SMM Cautious Absolute Fund

SMM Moderate Absolute Fund

SMM Growth Absolute Fund

Sanlam Lifestage Capital Protection Preservation Portfolio

Cash Funds

SIM Cash Fund

Medical Aid Funds

SIM Enhanced Cash Medical Fund

SIM Absolute Return Medical Fund

Your Investment Options

Single Managed Funds (SIM)

Risk-Profiled Funds

SIM Diversified Fund
SIM High Equity Balanced Fund
SEB Inflation Annuity Tracker

Flexible Balanced Funds

SIM Balanced Fund
SIM Temperance Balanced Fund

Absolute Return Funds

SIM Cautious Absolute Fund
SIM Moderate Absolute Fund
SIM Growth Absolute Fund

Cash Funds

SIM Cash Fund

Medical Aid Funds

SIM Enhanced Cash Medical Fund
SIM Absolute Return Medical Fund

Multi Managed Funds (SMMI)

Risk-Profiled Funds

SMM 30
SMM 50
SMM 70

Flexible Balanced Funds

SMM Balanced Fund
SMM NUR Balanced Fund
The Most Aggressive Portfolio
Sanlam Select Balanced Fund
Sanlam Select Defensive Fund

Absolute Return Funds

SMM Cautious Absolute Fund
SMM Moderate Absolute Fund
SMM Growth Absolute Fund

Passive Managed Funds (Satrix)

Risk-Profiled Funds

Satrix Low Equity Balanced Fund
Satrix Medium Equity Balanced Fund
Satrix High Equity Balanced Fund

Flexible Balanced Funds

Satrix (SWIX) Balanced Tracker Fund

Sanlam Smoothed Bonus Funds

Flexible Balanced Funds

Sanlam Stable Bonus Portfolio
Sanlam Monthly Bonus Fund
SMM Vesting Fund
Sanlam Progressive Smooth Bonus Fund

Absolute Return Funds

Sanlam Absolute Return Plus Fund

Sanlam Life Stage

Risk-Profiled Funds

Sanlam Lifestage Inflation-Linked Preservation Portfolio

Flexible Balanced Funds

Sanlam Lifestage Accumulation Portfolio
Sanlam Lifestage Living Annuity (ILLA) Preservation Portfolio

Absolute Return Funds

Sanlam Lifestage Capital Protection Preservation Portfolio

Fund Fact Sheets

SEB Inflation Annuity Tracker Fund
Sanlam Investment Management Balanced Fund
Sanlam Investment Management Cautious Absolute Fund
Sanlam Investment Management Moderate Absolute Fund
Sanlam Investment Management Growth Absolute Fund
Sanlam Investment Management Cash Fund
Sanlam Investment Management Enhanced Cash Medical Fund
Sanlam Investment Management Absolute Return Medical Fund
Sanlam Investment Management Temperance Balanced Fund
SMM 30 Portfolio
SMM 50 Portfolio
SMM 60 Portfolio
SMM 70 Portfolio
SMM Balanced Fund
SMM NUR Balanced Fund
SMM Cautious Absolute Fund
SMM Moderate Absolute Fund
SMM Growth Absolute Fund
Sanlam Select Balanced Fund
Sanlam Select Defensive Fund
Sanlam The Most Aggressive Portfolio
Satrix (SWIX) Balanced Tracker Fund
Satrix Low Equity Balanced Fund
Satrix Medium Equity Balanced Fund
Satrix High Equity Balanced Fund
Monthly Bonus Fund
Sanlam Absolute Return Plus Fund
Stable Bonus Portfolio
SMM Vesting Fund
Sanlam Progressive Smooth Bonus Fund
Sanlam Lifestage Inflation-Linked Preservation Portfolio
Sanlam Lifestage Accumulation Portfolio
Sanlam Lifestage Living Annuity (ILLA) Preservation Portfolio
Sanlam Lifestage Capital Protection Preservation Portfolio

Overview of the Policy Conditions

Sanlam Life Insurance is a licensed financial service provider.
Copyright © Sanlam