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Fund fact sheets


Business portfolio fund fact sheets

 

This page provides you with the latest investment fact sheets and fund performance for the last two months. The investment fact sheet section has been arranged by product solution e.g. fact sheets that relate to Corporate selection as well as our other product solutions.

For most people, choosing from a range of investment options is not an easy matter, especially if you are not closely involved with financial markets. If you need any assistance in this regard, contact any of the people listed under Investment contacts below, or speak to your accredited Liberty Financial adviser today or call our call centre on +27 11 408 2999.

 

Individual and family portfolio fund fact sheets

Update on the new fund fact sheets

Our Fund fact sheets (FFS):

  • Our FFS provide a summary of key facts of Liberty’s investment portfolios.

  • Our FFS allows the prospective investor and his Financial adviser to make informed investment decisions.

Use our FFS for the following purposes:

  • Get a snapshot of important information about a portfolio’s construction.

  • Identify whether the portfolio can achieve its benchmark.

  • Determine which portfolio to invest in.

Do not use a FFS for the following:

Where to get this information?

Track the performance of your investment

Use a Rate of return letter

Find product related information

Policy document/online documentation

As a source of charges and fees

Policy document/online documentation



Contact us

​​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 Corporate

+27 11 408 2999 +27 11 408 2999

Liberty Health

+27 21 657 2300 +27 21 657 2300
More​More

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The Sandton City app

Download the free Sandton City app

iOS app Android app
 
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The Sandton City app

Download the free Sandton City app

iOS app Android app
 

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