Transcription of Excelsior Managed Portfolio - Liberty
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Excelsior Managed Portfolio - Liberty
As at 30 November 2021 Please refer to Disclosures for important information relating to the content of this document. Liberty Group Limited (reg no 1957/002788/06) is a registered Long-term Insurer and an Authorised Financial Services Provider (FAIS no. 2409). Page 1 of 3 Excelsior Managed Portfolio General information Portfolio manager(s) Marius Oberholzer and Warren Buhai Asset manager(s) STANLIB Asset Management Benchmark 45% FTSE/JSE Capped shareholder weighted All Share Index, FTSE/JSE All Bond Index, STeFI Composite Index, 20% MSCI ACWI Net total return Index, 5% Bloomberg Barclays Global Aggregate total return Index, 10% Custom Alternative Benchmark Portfolio size R 4,172 million as at 30/09/2021
45% FTSE/JSE Capped Shareholder Weighted All Share Index, 12.5% FTSE/JSE All Bond Index, 7.5% STeFI Composite Index, 20% MSCI ACWI Net Total Return Index, 5% Bloomberg Barclays Global Aggregate Total Return Index, 10% Custom Alternative Benchmark Portfolio size • R 4,172 million as at 30/09/2021 Launch date 03 June 2002
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