Example: confidence
Jse Shareholder Weighted Top40 Total Return
Found 2 free book(s)
Excelsior Managed Portfolio - Liberty
www.liberty.co.za45% 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
Liberty Top 40 Tracker Portfolio
www.liberty.co.zaThe Total Investment Charges (TIC), which is the sum of the TER and TC, depicts the percentage of the value of the Financial Product that was incurred as costs relating to the investment of the Financial Product. The TER, TC and TIC values represent the weighted average of all tax classes (where more than one tax class exists).