Liberty free-thinking investments

We offer a diverse range of ways to meet your short and long-term investment goals. From earning regular monthly income to seeking tax-effective capital appreciation with SMSF property investing, we strive to outperform your investment targets.

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High yield investment

If you have a greater desire to generate higher returns over a longer investment horizon, the Liberty High Yield Fund may be right for you. The fund aims for Target Returns that are higher than other investments which operate in the same way.

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If you have a greater desire to generate higher returns over a longer investment horizon, the Liberty High Yield Fund may be right for you. The fund aims for Target Returns that are higher than other investments which operate in the same way.

Aim for Higher Returns

The Liberty Term Investment Fund can offer you better Target Returns as it invests your money in a wide range of assets that have been generated by Liberty.* For example this fund allows participation assets such as home, car and commercial property loans.

Benefit from Experience

Liberty has an enviable track record where no charge-offs have ever been experienced on any of the investments that this fund acquires. You can have your earnings paid into your nominated account each month or reinvest to receive a lump sum at the end of your investment term.

Information on the Liberty High Yield Fund

* Higher returns are usually compensation for higher levels of risk. Income and capital are not guaranteed. Past performance is not indicative of future performance.

Term investment

The Liberty Term Investment Fund offers a monthly fixed return. Returns can be paid to you on a monthly basis, or be reinvested. This product was established in 2011 and all target returns have been met to date.

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The Liberty Term Investment Fund offers a monthly fixed return. Returns can be paid to you on a monthly basis, or be reinvested. This product was established in 2011 and all target returns have been met to date.

Investment Terms and Target Returns

The Liberty Term Investment Fund offers differing Target Returns depending on the term that you choose to invest for:

* An investment in the Liberty Term Investment Fund is not a bank deposit.
The Target Return is a specified maximum rate of return and is not guaranteed.
Risks apply.
Rates applicable as at 10 December 2015. For our latest rates, call us on 13 11 33.
Investment Term Target Return After Fees*
6 Months 5.20% p.a.
12 Months 4.95% p.a.
18 Months 5.00% p.a.
2 Years 5.05% p.a.
3 Years 5.15% p.a.
4 Years 5.25% p.a.
5 Years 5.35% p.a.

Information on the Liberty Term Investment Fund

Performance Data - see historical return information

Every quarter we report on the composition and portfolio performance of the loans underlying the Liberty Term Investment Fund. Below is the latest set or reports along with reports for previous quarters.

Performance Data
30 June 2018 Fund Performance data Collateral tables
31 March 2018 Fund Performance data Collateral tables
31 December 2017 Fund Performance data Collateral tables
30 September 2017 Fund Performance data Collateral tables
30 June 2017 Liberty Term Investment Fund - Annual Financial Report 2017
30 June 2017 Fund Performance data Collateral tables
31 March 2017 Fund Performance data Collateral tables
31 December 2016 Fund Performance data Collateral tables
30 September 2016 Fund Performance data Collateral tables
30 June 2016 Liberty Term Investment Fund - Annual Financial Report 2016
30 June 2016 Fund Performance data Collateral tables
31 March 2016 Fund Performance data Collateral tables
31 Dec 2015 Fund Performance data Collateral tables
30 Sep 2015 Fund Performance data Collateral tables
30 Jun 2015 Liberty Term Investment Fund - Annual Financial Report 2015
30 Jun 2015 Fund Performance data Collateral tables
31 Mar 2015 Fund Performance data Collateral tables
31 Dec 2014 Fund Performance data Collateral tables
30 Sep 2014 Fund Performance data Collateral tables
30 Jun 2014 Liberty Term Investment Fund - Annual Financial Report 2014
30 Jun 2014 Fund Performance data Collateral tables
31 Mar 2014 Fund Performance data Collateral tables
31 Dec 2013 Fund Performance data Collateral tables
30 Sep 2013 Fund Performance data Collateral tables
30 Jun 2013 Liberty Term Investment Fund - Annual Financial Report 2013
30 Jun 2013 Fund Performance data Collateral tables
31 Mar 2013 Fund Performance data Collateral tables
31 Dec 2012 Fund Performance data Collateral tables
30 Sep 2012 Fund Performance data Collateral tables
30 Jun 2012 Liberty Term Investment Fund - Annual Financial Report 2012
30 Jun 2012 Fund Performance data Collateral tables
31 Mar 2012 Fund Performance data Collateral tables
31 Dec 2011 Fund Performance data Collateral tables
30 Sep 2011 Fund Performance data Collateral tables
30 Jun 2011 Liberty Term Investment Fund - Annual Financial Report 2011
30 Jun 2011 Fund Performance data Collateral tables
31 Mar 2011 Fund Performance data Collateral tables

Current ASIC Benchmark Report

Liberty is number one for free-thinking finance.

This information is general information only and does not take your personal needs, objectives and circumstances into account. Please read the relevant Product Disclosure Statement available through the links above before making a decision to invest. Product issuer is Liberty Fiduciary Limited ABN 80 119 884 623 AFSL No 303137. Investment Manager is Liberty Financial Pty Ltd ABN 55 077 248 983 Australian Credit Licence 286596 AFSL No 286596. Conditions and fees apply. Applications will only be accepted on receipt of an application form accompanying a current Product Disclosure Statement. All rights reserved | Liberty Financial Pty Ltd | ABN 55 077 248 983.

Approved applicants only. Lending criteria apply. Fees and charges are payable. Copyright © 2018 All rights reserved | Liberty Financial Pty Ltd | ABN 55 077 248 983 | Australian Credit Licence 286596 | Liberty Network Services Pty Ltd | ABN 65 151 158 628 | Australian Credit Licence 408042