Business portfolio fund fact sheets

This page provides you with the latest investment fact sheets and fund performance for the last two months. The investment fact sheet section has been arranged by product solution e.g. fact sheets that relate to Corporate selection as well as our other product solutions.

For most people, choosing from a range of investment options is not an easy matter, especially if you are not closely involved with financial markets. If you need any assistance in this regard, contact any of the people listed under Investment contacts below, or speak to your accredited Liberty Financial adviser today or call our call centre on +27 11 408 2999+27 11 408 2999.

Individual and family portfolio fund fact sheets

Our Fund fact sheets (FFS):

• Our FFS provide a summary of key facts of Liberty’s investment portfolios.

• Our FFS allows the prospective investor and his Financial adviser to make informed investment decisions.

Use our FFS for the following purposes:

• Get a snapshot of important information about a portfolio’s construction.

• Identify whether the portfolio can achieve its benchmark.

• Determine which portfolio to invest in.

• Liberty (previously Evolve)

• Excelsior

• Excelsior Multi-manager

• External Asset managers

• Lifestyle (incl. Prubond)

• Liberty (previously Liberty Active)

• Gateway

• Capital Alliance Life

• Calibre

• Offshore (Rand Denominated Funds)

• Offshore Investment Plan (Dollar Denominated Funds)

• Agile