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Fund fact sheets

Business portfolio fund fact sheets

This page provides you with the latest investment fact sheets and fund performance.

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 0860 456 7890860 456 789 / +27 11 558 4871+27 11 558 4871.

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.

Do not use a FFS for the following:

Where to get this information?

Track the performance of your investment

Use a Rate of return letter

Find product related information

Policy document/online documentation

As a source of charges and fees

Policy document/online documentation

Performance summary


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