Liberty Endowment Policy?

Barefoot Billionaire

Well-Known Member
Joined
Aug 6, 2008
Messages
177
Hi Guys

Intersting , so if I want to invest in a policy maybe 5 years / 10 years , who would you recommend and why ? The major players are old mutual , liberty , .....

Thanks

I realise you're enquiring about policies, but i'm more familiar with unit trusts or 'wrapped' unit trusts. So here goes my favourites:

Allan Gray or Foord Asset Management (both good long-term track records, although Foord have been struggling over the past year). Allan Gray is the most retail client focused of the two (most of my long-term savings are with them).

But you probably need to make a decision around the type of underlying assets you are comfortable with as well. Personal Finance have been running a good 'introduction to unit trusts' series in the Weekend Argus over the past few weeks, if you can get hold of it.

Alternatively, you can look at one of my blogs as well:
http://morethanmoney.co.za/2008/09/
 
Top