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.
Your Situation
High Yield Fund
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
- Product Disclosure Statement - Contains detailed information, including an application form
- Supplementary Product Disclosure Statement - To be read in conjunction with the Product Disclosure Statement
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.
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
- Overview - Read about key features and benefits
- Product Disclosure Statement - Contains detailed information, including an application form
- Supplementary Product Disclosure Statement - To be read in conjunction with the Product Disclosure Statement
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.
