With the Limited offer Liberty Structured Global Performer V2 and the Liberty Structured Global Performer ESG V2 portfolios, you can invest Global, without fear of any currency fluctuations. Liberty is providing you with a way to access global growth and diversify your world.
The prized goal of a solid investment is to achieve the growth you seek, while minimising the risk involved. The Liberty Structured Global Performer V2 and Liberty Structured Global Performer ESG V2, available under the Evolve Investment Plan and the Evolve Investment Plan (Sinking Fund) are designed to give you just that:
- some downside protection
- no impact from currency fluctuations
- global investment opportunities
The two portfolios have similarities, with the Liberty Structured Global Performer ESG V2 screening for companies that adhere to the global principles of responsible Environmental, Social and Governance management. So, if you love the idea of making the world a better place while growing your money and hate not knowing how to do it – we’ve got the solution. Or, if you love exposure to top-quality globally-rated companies but hate the admin of taking money offshore – this is the perfect solution.
These structured portfolios give investors access to some of the leading global companies in the US, European and Asian markets through exposure to the S&P 500, Eurostoxx 50, and MSCI Global Diversified ESG 100 Decrement 5% indices.
If you invest a lump sum of more than R1m, you receive a capital allocation enhancement of 1%. For investments greater than R3m, you receive 2%.
I personally love the Performer ESG V2 fund, with the MSCI Global Diversified ESG 100 Decrement 5% Index (EUR) giving returns of more than 20% last year.
It gives a minimum return of 13.50% p.a.(companies 12.10% p.a.) if the change in the value of the basket is positive at Maturity Date (after adjusting for tax). If the change in the value of the basket is greater than 13.50% p.a. (companies: 12.10% p.a.) at Maturity Date, after adjusting for tax, you receive all the growth (adjusted for tax).
If you want your capital protected, access to some of the largest and best performing companies in the US, European and Asian markets including Apple, Microsoft, Tesla, Amazon and Berkshire Hathaway, and want a Rand-denominated investment to mitigate currency fluctuations, contact us. Minimum investment amount: R250 000 (non-retirement / discretionary monies only).
These are limited offer structured products, last day to invest 2 December 2022.