Liberty avails its Structured Global Performer to investors once again

Johannesburg - Liberty is offering a fifth tranche of its well-received Structured Global Performer portfolios specifically for investors looking to seize global opportunities, access top performing sectors and companies, and lock in an attractive yield with a degree of capital protection in place.

“The latest tranche continues to give clients the best of both worlds; the benefits of a structured portfolio as well as that of an endowment as this solution is accessed via the Evolve Investment Plan & Sinking Fund.  Individuals can nominate up to six beneficiaries and leave a legacy for their loved ones at the highest possible value “says Luvhani Makoni, Lead Specialist, Investment Propositions.

Liberty has built up a track record since re-entering the space in 2018, having issued twelve structured portfolios with two structures delivering on the promised return upon maturity in December 2019 and August 2024.

As with previous tranches, Liberty is maintaining the underlying basket of 50% S&P 500 and 50% Euro Stoxx 50 for the current Liberty Structured Global Performer V5 portfolio. The ESG V5 portfolio offers socially responsible investors the opportunity to honour their principles and have access to diversified market opportunities with the MSCI Global Diversified ESG 100 Decrement 5% index.

Makoni says at Liberty, we proudly uphold our effective formula of transparency, ensuring that our attractive yields (9.00% for V5 and 13.00% for the ESG V5 portfolio – for individual investors) are crystal clear to investors—everything is quoted after fees and taxes, so investors can clearly understand their potential outcomes in 5 years’ time, today. In addition, the 30% downside protection offered on the V5 and ESG V5 portfolios lasts the entire 5-year investment term. This means that even if the change in the value of the basket decreases by more than 30% at Maturity date, you will receive the remaining investment value at Maturity Date.

Allocation enhancements are available for new investments, as well as switches for investors who already have an investment in the Evolve Investment Plan (including the Sinking Fund).

In terms of structuring, for the Liberty Structured Global Performer V5 portfolio, minimum investment returns are 9.00% p.a for individuals and 8.15% for companies if the change in the value of the basket is positive at Maturity Date (after adjusting for tax). Other return scenarios apply.

The Liberty Structured Global Performer ESG V5 portfolio offers clients with minimum investment returns of 13.00%** p.a for individuals and 11.85% p.a** for companies if the change in the value of the basket is positive at Maturity Date (after adjusting for tax). Other return scenarios apply.

This latest tranche will be available to individuals, companies and trusts with natural person beneficiaries on Liberty's Evolve Investment Plan and only available to companies on the Evolve Investment Plan Sinking Fund.

The current offering is available for a limited time only and closes for contributions on 6 December 2024, with a strike date of 13 December 2024.