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

* 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.

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 TermTarget 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
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

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Approved applicants only. Lending criteria applies. Fees and charges are payable. 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