Transcription of Excelsior Multi-Manager Moderately Aggressive Portfolio
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Excelsior Multi-Manager Moderately Aggressive Portfolio
As at 30 April 2022 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 Multi-Manager Moderately Aggressive Portfolio General information Asset manager (s) STANLIB Multi-Manager Benchmark 70% FTSE/JSE SWIX Index TR, 30% JSE ALBI Index TR Portfolio size R 3,702 million as at 31/03/2022 Launch date 02 May 2005 Regulation 28 Compliant Guarantee available Yes - Optional Guarantee(s) available on selected products. Cost ratios Annualised (including VAT) as at 31 December 2021 Based on period from 01 January 2019 Total Expense Ratio (TER) Transaction Costs (TC) Total Investment Charges (TIC) Please refer to Cost ratios section of Disclosures for important information relating to the above.
Asset allocation (%) as at 31/12/2021 Sector allocation (%) as at 31/12/2021 Top equity holdings (%) as at 31/12/2021 Prosus N.V. 5.70 ... Excelsior Multi-Manager Moderately Aggressive Portfolio Disclosures General information and Holdings All size and holdings data is …
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