Let us help protect you and your family from the financial impact of life's unexpected events such as death, disability and critical illness.
At Liberty, we offer investment solutions that can help you, as an individual, reach your investment goals.
Your family means a lot to you. What steps should you take to ensure that their current and future needs are met?
Liberty Corporate offers a wide range of risk and annuity products, tailored to an employee’s unique needs.
Liberty Corporate has a range of investment portfolios suitable as retirement funds and for businesses.
Liberty Corporate’s umbrella solutions give you the flexibility to structure employee benefits.
Liberty Corporate’s fully fledged administration team provides a comprehensive fund administration service.
Liberty Corporate provides a multitude of specialist consulting and actuarial solutions.
Balanced Bonus is a
smoothed portfolio based on an
aggressive balanced blend of well diversified domestic and global asset classes. The asset manager uses a balanced approach, and makes use of a tactical asset allocation strategy to ensure consistent performance and optimal exposure over time maximum returns over the long term. Returns are then received through annual bonuses, significantly reducing the volatility of returns, without unduly influencing long-term return prospects.
The objective of the portfolio is to provide smoothed returns linked to the performance of the global best investment view portfolio, however, smoothed with income and capital bonuses over certain periods of time. This guarantees some return and smoothing the non-vested returns, over a suitably long period of time.
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