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Bold Living Annuity



Investing in a Living Annuity comes with advantages. One of the most important things is the ability to invest and stay ahead of inflation. With Liberty Bold you can invest to maximise your returns and keep ahead of inflation. This living annuity gives you the freedom to invest for more growth by selecting South Africa’s top-performing funds, while reducing your investment risk with Liberty return guarantee.

Consider Liberty Bold and enhance your investment returns

If you have already retired, it's possible to invest for growth. Consider moving your existing living annuity to Liberty Bold and ensure your investment growth while reducing the impact of market fluctuations on your returns. You will benefit from:

  • A Liberty return guarantee of 80% of your highest aggregate return from your choice of funds, measured every quarter. This guarantee increases as you earn your return.
  • Flexibility of 190 funds from 30 managers. Switch between the funds at any time, for free - all the while keeping your guarantee.
  • Pay for the guarantee only when your investment is doing well. When you need it, you don't pay.
  • Fund rates

Complete the Call Me Back Form for a Liberty Financial Adviser to advise you on a suitable cover.

The Bold Living Annuity is underwritten by Liberty Group Ltd, an Authorised FSP 2409 and is administered by STANLIB Wealth Management Ltd, an authorised administrative FSP (26/1/590). Ts & Cs apply.

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Liberty Group Limited (Reg. no 1957/002788/06) is a licensed Insurer and an Authorised Financial Services Provider (no 2409).