Alternative investment solutions are classified as investments that are not part of the traditional asset class universe such as listed equity, fixed income and listed property. Alternative investments usually include hedge funds, unlisted property, commodities, infrastructure and private equity.
Liberty Corporate’s group annuity products are best suited to retirement funds and businesses. Three types of guaranteed life annuities are offered together with a living annuity alternative. These annuities can be purchased as a standard offering or as a tailored combination. Our institutional pricing basis means annuities are offered at a very competitive cost.
Balanced portfolios invest in a diversified blend of asset classes, such as equity, fixed income, property and cash, within South Africa as well as globally.
Equity investments are stocks or shares representing an ownership interest in a company. Listed equities are traded on stock market exchanges.
Fixed income and money market
Fixed income investments generally represent loans made to institutions such as governments, state-owned entities, large investment banks and other similar sized corporate bodies.
Global asset investments include global equities, global bonds, global money market instruments and global hedge funds.
Invest lump sum
At Liberty, our investment solutions give you the option to invest a lump-sum to assist you in reaching your financial goals.
At Liberty, our investment solutions can help you reach your investment goals. Liberty gives you the opportunity to invest in different asset classes and the flexibility of investing over different time horizons.
Liability driven solutions
Liberty’s Liability Driven Solutions focus on investment strategies that are based on a specific liability profile of a retirement fund or business.
The typical behaviour of an investor is to want less exposure to risk as retirement age approaches. The Liberty Life Stage is designed in line with this profile and follows the globally accepted strategy for an investor whose retirement fund comprises their majority retirement savings.
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.
Risk managed solutions
Risk managed solutions include portfolios that are designed to have a growth orientation, whilst at the same time manage risk.