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Benefits of Agile retirement range


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​​​​Exact Income Fund​​​​​

The Exact Income Fund is a one-of-a-kind portfolio that guarantees exactly what your retirement income will be from the moment you invest. Each time you contribute to the fund, you purchase more guaranteed regular monthly income.

​​Now your choice is simple

In addition,​​ you have the choice of choosing various other investment portfolios from 15 of the top asset management companies in the country. ​​​

Flexibility

Invest through regular debit orders, lump sum investments or a combination of the two. You can even stop and re-start your investments at any time at no cost.

Your money is safe from most creditors

Legislation only allows certain withdrawals prior to retirement (minimum of 55 years), such as payment in terms of a divorce or maintenance order.

​​Charges

The Exact Income Fund has no platform or portfolio fees. However, your investment in other portfolios will charge a platform fee of 0.3% per annum and the applicable portfolio management fee. ​

Find out more​​​​​​​​​

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​​Main numbers

Liberty Braamfontein

+27 11 408 3911 +27 11 408 3911

Policyholder enquiries (Liberty call centre):

0860 456 789 0860 456 789

Liberty fraud hotline:

0800 20 45 57 0800 20 45 57

Liberty Health

+27 21 657 2300 +27 21 657 2300

Liberty Corporate

+27 11 408 2999 +27 11 408 2999
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​​​ Liberty Group Limited - an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409)​