Retirement Planning

Investments

Estate Planning

Post Retirement Planning

Financial Protection

   
home / personal financial services / the liberation OEIC
   

The Liberation OEIC

In conjunction with Premier Asset Management, who act as administrators, the IFAlliance, of which WR Financial Management Limited is a member, has launched its own range of funds known as the Liberation OEIC. The Liberation Fund is an Open Ended Investment Company or OEIC which is a diversified, collective investment vehicle, similar to a unit trust, and was authorised in the United Kingdom by the Financial Services Authority on 5th October 2005.

The range of funds covers a wide spectrum of risk profiles as determined by the asset allocation model described above and each of these funds is managed by a leading fund management group selected for it’s expertise at the appropriate risk level.

The Liberation OEIC thus provides asset allocation through a sophisticated modelling tool and then fund management by a range of highly regarded investment managers who select, from the thousands of funds available, the best funds to meet that asset allocation in each Geographical region or each sector.

PDF Downloads

Simplified Prospectus

Liberation IV

Liberation V

Liberation VI

Liberation VII

Liberation VIII

Liberation Absolute Growth