Skip Ribbon Commands
Skip to main content

Life Pooled Investments Life Pooled Investments | Sanlam Investments

Sanlam Investments
Skip Navigation LinksSolutions

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.

Absolute Returns Solutions

For fund members who want and need capital guarentees.

Find out more

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
Satrix logo

Satrix Life Pooled Balanced Range

Find out more

Your Investment Options

Single Managed Funds (SIM)

Risk-profiled Funds

SEB Inflation Annuity Tracker

SPW Balanced Fund

SIM Reg28 Property Equity Fund

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

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 60

SMM 70

Sanlam Accumulation Portfolio

Flexible Balanced Funds

SMM NUR Balanced Fund

Sanlam The Most Aggressive Portfolio

Sanlam Select Balanced Fund

Absolute Return Funds

SMM Cautious Absolute Fund

SMM Moderate Absolute Fund

SMM Growth 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 Growth Absolute Fund
SIM Cash Fund
SIM Absolute Return Medical Fund
SIM Temperance Balanced Fund
SIM Enhanced Cash Fund
SPW Balanced Fund
SIM Reg28 Property Equity Fund
Multi Managed
SMM 30 Portfolio
SMM 50 Portfolio
SMM 60 Portfolio
SMM 70 Portfolio
SMM NUR Balanced Fund
SMM Cautious Absolute Fund
SMM Moderate Absolute Fund
SMM Growth Absolute Fund
SMM Sanlam Select Balanced Fund
Sanlam The Most Aggressive Portfolio
Sanlam Accumulation 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
Sanlam Foord Balanced
Ninety One Balanced Fund
Sanlam M&G Balanced Fund

Media

Newsletter: Sovereign Debt Crisis July 2020 Download PDF
Unpacking the Satrix Enhanced Balanced Tracker Fund’s Performance September 2019 Download PDF
Ride smoothly into defaults and Regulation 37 June 2019 Download PDF
Funds that weather the financial market storm April 2019 Download PDF
Choose a life pooled investment suited for members’ retirement journey July 2018 Download PDF

Videos

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

Contact Us

Please complete the following information.

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