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.
The Sanlam Lifestage Solution invests in an aggressive balanced portfolio before retirement to give your investments the greatest opportunity to grow and compound over time. Closer to retirement, the solution will switch you into investment portfolios that are aligned to the annuity type you wish to purchase at retirement. Four annuity types are catered for: investment-linked annuities, inflation-linked annuities, guaranteed escalating annuities and with-profit annuities.
This solution aims to place members in portfolios which are appropriate for their lifestage to optimise their retirement savings, without a member needing to engage frequently with the service provider. This is achieved through an investment in an aggressive balanced portfolio initially, switching to more conservative portfolios which are aligned to the member’s annuity selection just before retirement.
Download product brochure
Download Minimum Disclosure Document (fund factsheet)
Provides a market overview and fund-specific information
about our Lifestage Solution.