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 help you outperform investment targets.
The Liberty Term Investment Fund is a registered managed investment scheme designed to provide regular returns of income to investors (subject to performance of the Fund). Investors can choose to receive income payments on a monthly basis, or to reinvest income. This product was established in 2011 and all target returns have been met to date. Past performance is not a reliable indicator of future performance.
The Liberty Term Investment Fund offers differing Target Returns depending on the term that you choose to invest for:
|Investment Term||Target Return After Fees*|
|6 Months||5.20% p.a.|
|12 Months||5.90% p.a.|
|18 Months||5.90% p.a.|
|2 Years||6.00% p.a.|
|3 Years||6.00% p.a.|
|4 Years||6.00% p.a.|
|5 Years||6.10% p.a.|
*An investment in the Liberty Term Investment Fund is not a bank deposit and may have a different risk profile than a bank deposit. The Target Return is a specified maximum rate of return, is subject to the performance of the Fund, and is not guaranteed. Risks apply, including the risk that you may not receive the Target Return or that you may lose some or all of your principal investment. Seek independent financial advice before making an investment decision. For further information refer to the Product Disclosure Statement dated 1 February 2011 as amended by the Supplementary Product Disclosure Statements dated 1 February 2017 and 5 October 2021. Rates applicable as of 6 March 2022. For our latest rates, call us on 13 11 33.
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.
Target Market Determination - more information about the distribution of our product.
Every quarter we report on the composition and portfolio performance of the loans underlying the Liberty Term Investment Fund. Below is the latest set of reports along with reports for previous quarters. Past performance is not a reliable indicator of future performance.
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. Our Target Market Determinations (TMD) describe the investors for whom the product would likely be consistent with their objectives, financial situation and needs and can be found here. Product issuer is Liberty Fiduciary Ltd 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.