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Excelsior range

We are currently refreshing our fund fact sheet layout and migrating the production of our fund fact sheets to an improved automated system. This migration is being implemented over a few months. Please bear with us over this time  as you may experience:  

  • A delay in publication of certain fund fact sheets for certain months

  • Performance graphs or returns not being be displayed on the fact sheets for a particular month

  • Certain information displayed differently

If you have any queries about a specific fund during this time please email

Risk profiled

Excelsior conservative
Excelsior moderately conservative
Excelsior moderate
Excelsior moderately aggressive
Excelsior aggressive

Regulation 28 Compliant

Excelsior conservative retirement
Excelsior moderate retirement
Excelsior moderately conservative retirement

Life Time Phase

Please Note:
We do not produce fund fact sheets for the Excelsior Lifetime Phase portfolio range. The Excelsior LifeTime Phase portfolios are invested in the Excelsior risk profiled range, please refer to the below for the relevant mapping.

Excelsior Lifetime Portfolio’s by phase
Equivalent Excelsior risk profiled portfolio

Excelsior LifeTime Phase 1
Excelsior LifeTime Phase 2
Excelsior LifeTime Phase 3
Excelsior LifeTime Phase 4
Excelsior LifeTime Phase 5

Global risk profiled

Excelsior global conservative
Excelsior global moderately conservative
Excelsior global moderate
Excelsior global moderately aggressive
Excelsior global aggressive

Absolute return

Excelsior CPI plus
Absolute return
Excelsior absolute plus


Excelsior managed
Excelsior managed cautious


Excelsior financials
Excelsior Industrial
Excelsior resources
Excelsior small companies
Excelsior index 40
Excelsior Rand hedge

Fixed interest

Excelsior bond
Excelsior income


Excelsior property
Excelsior Listed property

Excelsior progressive bonus

Excelsior progressive bonus
Excelsior Progressive Bonus supplementary detail


Excelsior equity-linked annuity
Excelsior aggressive income
Excelsior high yield


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