19 Liberty Corporate Investment Accounts/portfolios for Business

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Liberty Investment Accounts
Liberty Logo, credit: myliberty.liberty.co.za

A smart move for a corporate is to invest in the business for a possible high interest to keep the business running.

  • Liberty corporate aggressive balanced tracker fund

This kind of a portfolio by Liberty focuses mainly on tracker funds, which are then combined with different asset class exposures, and by so doing – it provides a productive exposure relative to costs to an aggressive balanced allotment. The Liberty corporate aggressive balanced tracker fund aims to provide productive market exposure in terms of inflation in the long term.

Any long-term investors who are not affected by short-term market fluctuations can take up on this investment portfolio.

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  • Liberty corporate conservative balanced tracker fund

This portfolio uses a combination of tracker funds and different asset class exposures, in order to supply a productive exposure in terms of costs or relative to costs. This combination provides such exposure to the conservative risk-profiled balanced allotment – The focus is on Capital Preservation and is most suitable for medium to long term investors who are not affected by short-term market fluctuations.

  • Corporate Consulting for Business

Corporate Consulting for Business focuses on the client’s balance sheet management, valuing the balance sheet liabilities in supplying a complete analysis of post-retirement pension and medical aid benefit liabilities, etc. Liberty will provide customized financial risk mitigation or risk transfer solutions, End-to-end implementation of risk mitigation solutions, and monitoring and reporting on obligations and cash flows.

  • Liberty corporate preferred assets

A combination of local and global equities, money market instruments, bonds, and property form a Liberty corporate preferred assets portfolio and its main focus is to combine sensible risk management and market performance to the investor and retirement fund. Liberty is capable of proving to you a balanced portfolio by combining STANLIB’s asset management franchises and expert tactical asset allocation.

  • Liberty corporate preferred assets SA

This investment portfolio focuses mainly on local equities, bonds, and property and money market instruments, thus forming a single combination to best suit a local investment view. Any other asset class exposure is managed in accordance with market and economic conditions using expert tactical asset allocation.

The focus is to combine sensible risk management and market performance to the investor and retirement fund. Liberty is capable of proving to you a balanced portfolio by combining STANLIB’s asset management franchises and expert tactical asset allocation.

  • Corporate selection umbrella funds

This portfolio gives employers the opportunity to create and offer an employee benefits solutions for their employee staff within the structure of an umbrella solution. The employer has total flexibility in structuring the benefit.

Even when an employer has a wide range of employee groups, they can create customized benefit structures to best suit every group. There is a whole range of employee benefit solutions with Liberty Corporate.

Some business-related and value-added services are offered through an external professional SP to clients, spouses, and dependents under 21 years of age. Services like Emergency medical information, advice and referral hotline, Legal Advice, Trauma, and emergency ambulance service.

Fees charged are for Management, Scheme fees, and statutory charges and investment management fees. Your investment options include Life Stage, Risk Managed Solutions such as Liberty Stable Growth Fund and Liberty Corporate Advanced Bonus. Other options include Passive Solutions, Alternative Solutions, Balanced Funds, Fixed income, and Global Asset Investment (Read More)

Corporate selection umbrella funds Protection Options include Group Life Assurance, Family Funeral Benefit, Capital Disability and Impairment, Dread Disease, Income Protection Plan, Spouse’s and Children’s Pension and Educator.

  • Liberty corporate specialist balanced

Liberty corporate specialist balanced offers an aggressively-focused portfolio that presents an aggressive investment view for Liberty Corporate by combining local and global equities, bonds and money market instruments into one and its main focus is to combine sensible risk management and market performance to the investor and retirement fund.

Liberty is capable of proving to you a balanced portfolio by combining STANLIB’s asset management franchises and expert tactical asset allocation.

  • Liberty corporate specialist balanced SA

This investment portfolio focuses mainly on local equities, bonds, and property and money market instruments, thus forming a single combination to best suit a local aggressively-focused investment. Any other asset class exposure is managed in accordance with market and economic conditions using expert tactical asset allocation.

The focus is to combine sensible risk management and market performance to the investor and retirement fund. Liberty is capable of proving to you a balanced portfolio by combining STANLIB’s asset management franchises and expert tactical asset allocation.

  • Liberty corporate absolute returns SA

This portfolio ensures that the capital is preserved annually, and is a local market-linked portfolio. A Liberty corporate absolute return SA focuses on growth and derivative protection. Absolute Returns franchise at Liberty Corporate Absolute Returns SA ensures growth and real returns over a longer period, the Absolute Returns franchise at STANLIB Asset Management focuses on maximizing returns while at the same time minimizes any negative impact same as with TANLIB Asset Management.

The focus is to combine sensible risk management and market performance to the investor and retirement fund. Liberty is capable of proving to you a balanced portfolio by combining STANLIB’s asset management franchises and expert tactical asset allocation.

  • Liberty corporate ALSI 40 plus

Liberty corporate ALSI 40 plus is a combination of equity selection and a close tracking benchmark to create opportunities for the large-cap shares of the local equity exchange. This portfolio offers long-term returns with less tracking errors.

  • Liberty corporate BRIC.K fund

Liberty corporate BRIC.K fund is a growth-focused portfolio focusing on local property and select liquid instruments. The Returns are received throughout the year, through interim bonuses. It reduces the volatility of returns drastically.

This portfolio is Suitable for investors who require exposure to high-quality unlisted properties and investors who requires an investment period of at least 5 years.

  • Liberty corporate international assets

Liberty corporate international assets is a rand-denominated offshore, balanced fund, created to focus on local holdings of equities, property cash and bonds – this will provide a global exposure to Fundquest which is a division of BNP Paribas in London, UK. The main focus is Global Exposure.

  • Liberty corporate moderate balanced tracker fund

Liberty corporate moderate balanced tracker fund provides a cost-effective exposure to a mild balanced allotment and is the combination of tracker funds and different asset class exposures. Any investor who is not concerned about market fluctuations and looking for a medium- to long-term investment can take up on this investment portfolio.

  • Liberty corporate wealth development

This investment portfolio is best suited for labor unions, municipalities, and socially conscious businesses. (Find out why)

  • Liberty corporate absolute returns

A Liberty corporate absolute return ensures that the capital is preserved annually, and is a market-linked portfolio. A Liberty corporate absolute return focuses on growth and derivative protection. Absolute Returns franchise at Liberty Corporate Absolute Returns SA ensures growth and real returns over a longer period, the Absolute Returns franchise at STANLIB Asset Management focuses on maximizing returns while at the same time minimizes any negative impact same as with TANLIB Asset Management.

Liberty combines Investec and STANLIB’s asset management capabilities to provide a focused real-return portfolio.

  • Liberty corporate gifts

This investment portfolio aims to provide fixed interest returns, it is an exposure to longer-dated fixed-income securities.

  • Liberty corporate liquid assets

This investment portfolio aims to provide money marker returns; this is suitable as a temporary investment medium.

  • Liberty corporate specialist equity

This is an aggressive equity portfolio that aims to provide long-term returns in excess of the local equity market returns. This enables growth for any market-linked strategy and captivating long-term investment requirements. It uses the active approach of the unconstrained equity franchise at STANLIB Asset Management

  • Liberty corporate specialist equity SA

This is an aggressive equity portfolio (Liberty corporate specialist equity SA) that aims to provide long-term returns in excess of the local equity market returns. This enables growth for any market-linked strategy and captivating long-term investment requirements. It uses the active approach of the unconstrained equity franchise at STANLIB Asset Management

For more information contact Liberty and or visit www.liberty.co.za – Liberty Group Limited is a registered Long Term Insurer and an Authorized Financial Services Provider. Someone is always on the other side of the line waiting to hear from you on 0860 456 789, you can make a call to discuss the following:

  • Medium- to long-time investment options
  • Your business and needs of your employees
  • Best corporate investment options
  • General Enquiries about any Liberty Services

Furthermore, for your business you can discuss:

  • Protect Solutions and Offerings
  • A range of investment options
  • Umbrella Solutions for your business
  • Administration Services
  • Consulting Solutions

As complicated as business solutions may sound, when you are on the other end of the line or at any Liberty branch to discuss your business and solutions needed, you will be amazed at how easy it is, and all the risks will be explained. At all times, when it comes to investments, the first topic to discuss is “risks” involved. No matter which account or portfolio you go with, you should know the ins and outs, pros and cons, and what might happen to your account.


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