The Liberty Corporate Selection Umbrella Fund offers a range of Trustee-approved investment choices to meet the savings needs of employers and their employees.
This extended range of investment portfolios allows clients, with the help of a Liberty Corporate–accredited financial adviser, to tailor their investment strategy to align to specific financial planning goals.
Life Stage
The Liberty Life Stage model has been selected as the Trustee default investment solution. It combines intelligent risk-managed portfolios into a comprehensive model, guiding each investor's risk to his or her time of retirement.
Our Single Manager Life Stage involves phasing from growth-orientated long-term capital-type investments through to more stable assets and, ultimately, to a pure cash component as the member approaches retirement.
Risk Managed Solutions
Our risk managed solutions are designed to have growth orientation, while at the same time, a managing risk. These portfolios, typically, utilise derivative protection strategies, as well as features such as return smoothing, to protect the portfolio and reduce volatility.
Passive Solutions
Passive investment portfolios offer the investor exposure to market indices by tracking the returns earned on published indices such as the FTSE/JSE All Share Index. Passive investing is, typically, the cheapest way to get exposure to the market, and often forms the core of a modern investment strategy.
Liberty's Passive Investment range includes single asset class and balanced tracker funds. It provides access to all major asset classes, as well as a complete suite of risk profiles, to suit your investment needs. We also offer exceptionally low fees for the most cost-effective investment solutions on the market.
Liberty ALSI40 Tracker Fund
Liberty SWIX Tracker Fund
Liberty ALBI Tracker Fund
Liberty STEFI Tracker Fund
Liberty Corporate Aggressive Balanced Tracker Fund
Liberty Corporate Moderate Balanced Tracker Fund
Liberty Corporate Conservative Balanced Tracker Fund
Alternative Solutions
The Liberty Corporate Real Estate portfolio is a smoothed, unlisted property portfolio that also invests in listed property, bonds and money market instruments for liquidity purposes. Returns are received through interim bonuses throughout the year and final bonuses at the end of each year, significantly reducing the volatility of returns without unduly influencing long-term return prospects.
Balanced
Our range of balanced funds is offered to suit a wide range of risk profiles. It provides a comprehensive strategy both to members who prefer the advantages of expert strategic asset allocation and for investment managers to manage their investments across a broad array of asset classes.
Liberty Corporate Aggressive Balanced Tracker Fund
Liberty Corporate Moderate Balanced Tracker Fund
Liberty Corporate Conservative Balanced Tracker Fund
Liberty Corporate Preferred Assets
Liberty Corporate Choice Assets
Liberty Corporate Shari'ah Balanced Fund
Liberty Secure Fund
Stanlib Multi Manager Aggressive Balanced
Stanlib Multi Manager Moderate Balanced
Stanlib Multi Manager Conservative Balanced
Stanlib Multi Manager CPI PLUS
House View with Global: Allan Gray
House View with Global: Coronation
House View with Global: Investec
House View with Global: Oasis
House View with Global: Prudential
Liberty Corporate Absolute Returns
Fixed Income
The Liberty Corporate Institutional Money Market portfolio consists primarily of cash instruments and is actively managed as an institutional money market portfolio.
Global Asset Investments:
The Liberty Corporate International Assets portfolio is a rand-denominated offshore balanced fund. It is complemented by local holdings of equities, bonds, properties and cash. It provides global exposure to the multi-managed international investment house FundQuest, a division of BNP Paribas in London.
Trustee Default brochure
The Liberty Corporate Selection Umbrella Fund offers a range of Trustee-approved investment choices to meet the savings needs of employers and their employees.
This extended range of investment portfolios allows clients, with the help of a Liberty Corporate–accredited financial adviser, to tailor their investment strategy to align to specific financial planning goals.
Life Stage
The Liberty Life Stage model has been selected as the Trustee default investment solution. It combines intelligent risk-managed portfolios into a comprehensive model, guiding each investor's risk to his or her time of retirement.
Our Single Manager Life Stage involves phasing from growth-orientated long-term capital-type investments through to more stable assets and, ultimately, to a pure cash component as the member approaches retirement.
Risk Managed Solutions
Our risk managed solutions are designed to have growth orientation, while at the same time, a managing risk. These portfolios, typically, utilise derivative protection strategies, as well as features such as return smoothing, to protect the portfolio and reduce volatility.
Passive Solutions
Passive investment portfolios offer the investor exposure to market indices by tracking the returns earned on published indices such as the FTSE/JSE All Share Index. Passive investing is, typically, the cheapest way to get exposure to the market, and often forms the core of a modern investment strategy.
Liberty's Passive Investment range includes single asset class and balanced tracker funds. It provides access to all major asset classes, as well as a complete suite of risk profiles, to suit your investment needs. We also offer exceptionally low fees for the most cost-effective investment solutions on the market.
Liberty ALSI40 Tracker Fund
Liberty SWIX Tracker Fund
Liberty ALBI Tracker Fund
Liberty STEFI Tracker Fund
Liberty Corporate Aggressive Balanced Tracker Fund
Liberty Corporate Moderate Balanced Tracker Fund
Liberty Corporate Conservative Balanced Tracker Fund
Alternative Solutions
The Liberty Corporate Real Estate portfolio is a smoothed, unlisted property portfolio that also invests in listed property, bonds and money market instruments for liquidity purposes. Returns are received through interim bonuses throughout the year and final bonuses at the end of each year, significantly reducing the volatility of returns without unduly influencing long-term return prospects.
Balanced
Our range of balanced funds is offered to suit a wide range of risk profiles. It provides a comprehensive strategy both to members who prefer the advantages of expert strategic asset allocation and for investment managers to manage their investments across a broad array of asset classes.
Liberty Corporate Aggressive Balanced Tracker Fund
Liberty Corporate Moderate Balanced Tracker Fund
Liberty Corporate Conservative Balanced Tracker Fund
Liberty Corporate Preferred Assets
Liberty Corporate Choice Assets
Liberty Corporate Shari'ah Balanced Fund
Liberty Secure Fund
Stanlib Multi Manager Aggressive Balanced
Stanlib Multi Manager Moderate Balanced
Stanlib Multi Manager Conservative Balanced
Stanlib Multi Manager CPI PLUS
House View with Global: Allan Gray
House View with Global: Coronation
House View with Global: Investec
House View with Global: Oasis
House View with Global: Prudential
Liberty Corporate Absolute Returns
Fixed Income
The Liberty Corporate Institutional Money Market portfolio consists primarily of cash instruments and is actively managed as an institutional money market portfolio.
Global Asset Investments:
The Liberty Corporate International Assets portfolio is a rand-denominated offshore balanced fund. It is complemented by local holdings of equities, bonds, properties and cash. It provides global exposure to the multi-managed international investment house FundQuest, a division of BNP Paribas in London.
Trustee Default brochure
The Liberty Corporate Selection Umbrella Fund offers a range of Trustee-approved investment choices to meet the savings needs of employers and their employees.
This extended range of investment portfolios allows clients, with the help of a Liberty Corporate–accredited financial adviser, to tailor their investment strategy to align to specific financial planning goals.
Life Stage
The Liberty Life Stage model has been selected as the Trustee default investment solution. It combines intelligent risk-managed portfolios into a comprehensive model, guiding each investor's risk to his or her time of retirement.
Our Single Manager Life Stage involves phasing from growth-orientated long-term capital-type investments through to more stable assets and, ultimately, to a pure cash component as the member approaches retirement.
Risk Managed Solutions
Our risk managed solutions are designed to have growth orientation, while at the same time, a managing risk. These portfolios, typically, utilise derivative protection strategies, as well as features such as return smoothing, to protect the portfolio and reduce volatility.
Passive Solutions
Passive investment portfolios offer the investor exposure to market indices by tracking the returns earned on published indices such as the FTSE/JSE All Share Index. Passive investing is, typically, the cheapest way to get exposure to the market, and often forms the core of a modern investment strategy.
Liberty's Passive Investment range includes single asset class and balanced tracker funds. It provides access to all major asset classes, as well as a complete suite of risk profiles, to suit your investment needs. We also offer exceptionally low fees for the most cost-effective investment solutions on the market.
Liberty ALSI40 Tracker Fund
Liberty SWIX Tracker Fund
Liberty ALBI Tracker Fund
Liberty STEFI Tracker Fund
Liberty Corporate Aggressive Balanced Tracker Fund
Liberty Corporate Moderate Balanced Tracker Fund
Liberty Corporate Conservative Balanced Tracker Fund
Alternative Solutions
The Liberty Corporate Real Estate portfolio is a smoothed, unlisted property portfolio that also invests in listed property, bonds and money market instruments for liquidity purposes. Returns are received through interim bonuses throughout the year and final bonuses at the end of each year, significantly reducing the volatility of returns without unduly influencing long-term return prospects.
Balanced
Our range of balanced funds is offered to suit a wide range of risk profiles. It provides a comprehensive strategy both to members who prefer the advantages of expert strategic asset allocation and for investment managers to manage their investments across a broad array of asset classes.
Liberty Corporate Aggressive Balanced Tracker Fund
Liberty Corporate Moderate Balanced Tracker Fund
Liberty Corporate Conservative Balanced Tracker Fund
Liberty Corporate Preferred Assets
Liberty Corporate Choice Assets
Liberty Corporate Shari'ah Balanced Fund
Liberty Secure Fund
Stanlib Multi Manager Aggressive Balanced
Stanlib Multi Manager Moderate Balanced
Stanlib Multi Manager Conservative Balanced
Stanlib Multi Manager CPI PLUS
House View with Global: Allan Gray
House View with Global: Coronation
House View with Global: Investec
House View with Global: Oasis
House View with Global: Prudential
Liberty Corporate Absolute Returns
Fixed Income
The Liberty Corporate Institutional Money Market portfolio consists primarily of cash instruments and is actively managed as an institutional money market portfolio.
Global Asset Investments:
The Liberty Corporate International Assets portfolio is a rand-denominated offshore balanced fund. It is complemented by local holdings of equities, bonds, properties and cash. It provides global exposure to the multi-managed international investment house FundQuest, a division of BNP Paribas in London.
Trustee Default brochure
We know that you care about your employees and their families. Our risk solutions cover a wide range of circumstances and provide for your employees when they might find themselves in financial need.
Group Life Assurance
Losing a loved one is always difficult, and can become even more so if those left behind experience financial strain as a result of this loss. If a member dies, our group life assurance benefit pays a cash lump sum to his or her loved ones.
Family Funeral Benefit
The days following the loss of a loved one are often the most trying for any family. Our family funeral benefit pays a lump sum if a member or someone in his or her immediate family dies.
This lump sum can help members and their families pay for funeral costs and any other immediate expenses.
Capital Disability and Impairment
This benefit is designed to provide financial security for members and their loved ones. It pays a lump sum in cash if a member becomes physically disabled or impaired due to an accident or illness. This financial security can help a member and his or her family adjust to a new way of life.
Dread Disease
Recovering from a chronic disease has a significant financial and emotional impact on any family. Our dread disease benefit pays out a lump sum in cash to help cover the costs associated with members' illnesses, giving them and their families the opportunity to adjust to a new way of life.
Income Protection Plan
Our income protection plan provides members and their families with reliable financial security if they are unable to work due to serious illness or injury by providing them with a monthly income over a certain period of time.
Spouse's and Children's Pension
Losing a loved one is always difficult, and can become even more so if those left behind experience financial strain as a result of this loss. Our spouse's and children's pension benefit provides life cover that pays out in the form of an annuity to loved ones in the event of a member's death.
Educator
Our Educator benefit is designed to help cover the cost of a member's children's education should he or she die, or become totally and permanently disabled, whilst employed. This benefit is payable even if the member was not the school-fee paying parent.
We know that you care about your employees and their families. Our risk solutions cover a wide range of circumstances and provide for your employees when they might find themselves in financial need.
Group Life Assurance
Losing a loved one is always difficult, and can become even more so if those left behind experience financial strain as a result of this loss. If a member dies, our group life assurance benefit pays a cash lump sum to his or her loved ones.
Family Funeral Benefit
The days following the loss of a loved one are often the most trying for any family. Our family funeral benefit pays a lump sum if a member or someone in his or her immediate family dies.
This lump sum can help members and their families pay for funeral costs and any other immediate expenses.
Capital Disability and Impairment
This benefit is designed to provide financial security for members and their loved ones. It pays a lump sum in cash if a member becomes physically disabled or impaired due to an accident or illness. This financial security can help a member and his or her family adjust to a new way of life.
Dread Disease
Recovering from a chronic disease has a significant financial and emotional impact on any family. Our dread disease benefit pays out a lump sum in cash to help cover the costs associated with members' illnesses, giving them and their families the opportunity to adjust to a new way of life.
Income Protection Plan
Our income protection plan provides members and their families with reliable financial security if they are unable to work due to serious illness or injury by providing them with a monthly income over a certain period of time.
Spouse's and Children's Pension
Losing a loved one is always difficult, and can become even more so if those left behind experience financial strain as a result of this loss. Our spouse's and children's pension benefit provides life cover that pays out in the form of an annuity to loved ones in the event of a member's death.
Educator
Our Educator benefit is designed to help cover the cost of a member's children's education should he or she die, or become totally and permanently disabled, whilst employed. This benefit is payable even if the member was not the school-fee paying parent.
We know that you care about your employees and their families. Our risk solutions cover a wide range of circumstances and provide for your employees when they might find themselves in financial need.
Group Life Assurance
Losing a loved one is always difficult, and can become even more so if those left behind experience financial strain as a result of this loss. If a member dies, our group life assurance benefit pays a cash lump sum to his or her loved ones.
Family Funeral Benefit
The days following the loss of a loved one are often the most trying for any family. Our family funeral benefit pays a lump sum if a member or someone in his or her immediate family dies.
This lump sum can help members and their families pay for funeral costs and any other immediate expenses.
Capital Disability and Impairment
This benefit is designed to provide financial security for members and their loved ones. It pays a lump sum in cash if a member becomes physically disabled or impaired due to an accident or illness. This financial security can help a member and his or her family adjust to a new way of life.
Dread Disease
Recovering from a chronic disease has a significant financial and emotional impact on any family. Our dread disease benefit pays out a lump sum in cash to help cover the costs associated with members' illnesses, giving them and their families the opportunity to adjust to a new way of life.
Income Protection Plan
Our income protection plan provides members and their families with reliable financial security if they are unable to work due to serious illness or injury by providing them with a monthly income over a certain period of time.
Spouse's and Children's Pension
Losing a loved one is always difficult, and can become even more so if those left behind experience financial strain as a result of this loss. Our spouse's and children's pension benefit provides life cover that pays out in the form of an annuity to loved ones in the event of a member's death.
Educator
Our Educator benefit is designed to help cover the cost of a member's children's education should he or she die, or become totally and permanently disabled, whilst employed. This benefit is payable even if the member was not the school-fee paying parent.