Fund Details
Name of fund
Corporate Selection Umbrella Fund
Date Started
March 1, 1992
Financial year end
31 December
Head Office
Liberty Centre, 1 Ameshoff Street
Fund Sponsor
LIBERTY GROUP LIMITED
Administrator
LIBERTY GROUP LIMITED
Constitution of Board of Trustees
https://csuf.liberty.co.za/Documents/20250425-trustees-annual-report-2024-25.pdf
8 Trustees
4 Independent, 4 Sponsor appointed (+2 alternatives)
8 Trustees
4 Independent, 4 Sponsor appointed (+2 alternatives)
Name of Principal Officer
Mr. Roger Spence; Deputy: Michelle de Jager
Number of participating employers
8509
Number of members
263812
Value of total assets
R46.74bn
Default investment strategy
Three Trustee Approved Defaults:
Retirement Goals-Based strategy
Smoothed Absolute Return strategy
Index Tracking Portfolio Strategies
Retirement Goals-Based strategy
Smoothed Absolute Return strategy
Index Tracking Portfolio Strategies
List of investment portfolios
Core Portfolio Range:
Liberty Amani Fund
Liberty Core Balanced
Liberty Core Moderate
Liberty Core Conservative
Liberty Secure Fund
Liberty Corporate Balanced Bonus
Liberty Institutional Money Market Fund
STANLIB Income Fund
STANLIB Multi Manager Aggressive Balanced
STANLIB Multi Manager Moderate Balanced
STANLIB Multi Manager Conservative Balanced
Allan Gray House View with Global
Coronation House View with Global
Ninety One House View with Global
M&G House View with Global
Liberty Shariah Fund of Funds
Liberty Managed
Liberty Single Manager Growth
Liberty Single Manager Consolidation
Liberty Single Manager Preservation
Liberty Amani Fund
Liberty Core Balanced
Liberty Core Moderate
Liberty Core Conservative
Liberty Secure Fund
Liberty Corporate Balanced Bonus
Liberty Institutional Money Market Fund
STANLIB Income Fund
STANLIB Multi Manager Aggressive Balanced
STANLIB Multi Manager Moderate Balanced
STANLIB Multi Manager Conservative Balanced
Allan Gray House View with Global
Coronation House View with Global
Ninety One House View with Global
M&G House View with Global
Liberty Shariah Fund of Funds
Liberty Managed
Liberty Single Manager Growth
Liberty Single Manager Consolidation
Liberty Single Manager Preservation
List of insurers available
We allow external risk providers; we don’t have an “approved” list of insurers for external risk. Each time a request is made for external risk a new policy is entered into. There are plans to move to a “master” policy system in the future with a list of Fund approved insurers, but this is not currently the practice.
Can a participating employer use an external consultant at no additional fees?
Yes
Contact No
011 408 1350