A refreshed offshore investment offering
28 Oct 2020
This October we introduce you to our Global Limited Edition V1 portfolio which allows individuals, companies and trusts to grow and preserve their investments, regardless of market conditions.
As you may gather, the idea of the fund is to respond to demands for an investment vehicle that can help shield investors from market volatility, something that has become increasingly common.
"This portfolio gives investors the flexibility to obtain returns based on the movement of offshore indices and is an ideal investment opportunity for those looking to diversify their investments," says Henk Appelo, Liberty Investment Product Developer.
"The Global Limited Edition V1 is a structured portfolio, which provides a return based on the change in the value of the underlying basket of capital indices over a five-year term," he says.
The basket is weighted 50% to the S&P 500 and 50% to the EuroStoxx 50 capital indices.
The return earned at the end of the five-year term is designed to give the investor 1.5 times the return on the basket, capped at 30% (or 7.7% p.a. after the factor of 1.5 times is applied) for individuals, regardless of whether the basket exceeds that figure, or performs slightly lower. The return earned is unaffected by any currency movements.
The other advantage is that if the change in the value of the basket is zero or negative at the end of the five-year term, the amount initially invested in the structured portfolio will be returned.
This portfolio is available to individuals, companies and trusts on the Evolve Investment Plan. The minimum investment is R250,000.
This limited offer is available until Friday, 4 December 2020. For more details about the benefits, fees, tax, limitations, contributions or other Global Limited Edition V1 features, please speak to your Liberty Investment Specialist or Adviser.