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  • Markets and Commodity Figures: Liberty Excelsior Investments

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    Tiso Blackstar Group
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    This document provides daily and monthly percentage movement figures for various Liberty Excelsior and Ermitage Excelsior investment funds as of February 9, 2017. The funds saw negligible or no movement over 3, 6, and 12 month periods, while daily moves ranged from -0.05% to -0.52% with more aggressive funds tending to see larger decreases. Percentage changes are provided for tax exempt, private investor, retirement annuity, and company investment options. Contact details are listed at the bottom for the Liberty website and phone number.

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    Liberty - February 10 2017

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    090217 Liberty

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    This document provides daily and monthly percentage movement figures for various Liberty Excelsior and Ermitage Excelsior investment funds as of February 9, 2017. The funds saw negligible or no movement over 3, 6, and 12 month periods, while daily moves ranged from -0.05% to -0.52% with more aggressive funds tending to see larger decreases. Percentage changes are provided for tax exempt, private investor, retirement annuity, and company investment options. Contact details are listed at the bottom for the Liberty website and phone number.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    6 views1 page

    Markets and Commodity Figures: Liberty Excelsior Investments

    Uploaded by

    Tiso Blackstar Group
    This document provides daily and monthly percentage movement figures for various Liberty Excelsior and Ermitage Excelsior investment funds as of February 9, 2017. The funds saw negligible or no movement over 3, 6, and 12 month periods, while daily moves ranged from -0.05% to -0.52% with more aggressive funds tending to see larger decreases. Percentage changes are provided for tax exempt, private investor, retirement annuity, and company investment options. Contact details are listed at the bottom for the Liberty website and phone number.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 1

    Markets and Commodity figures

    09 February 2017

    Insurance Company Funds

    Liberty Excelsior Investments Tax Daily 3 month 6 month 12 month Private Daily 3 month 6 month 12 month Retirement Daily 3 month 6 month 12 month Company Daily 3 month 6 month 12 month
    Dealing Date 09 February 2017 Exempt Move Move Move Move Investor Move Move Move Move Annuity Move Move Move Move Investment Move Move Move Move
    % % % % % % % % % % % % % % % %

    Liberty Excelsior Conservative 432.523 -0.07% 0.00% 0.00% 0.00% 315.385 -0.06% 0.00% 0.00% 0.00% 406.868 -0.07% 0.00% 0.00% 0.00% 318.627 -0.05% 0 0 0
    Liberty Excelsior Moderate Conservative 554.561 -0.17% 0.00% 0.00% 0.00% 427.304 -0.14% 0.00% 0.00% 0.00% 531.235 -0.17% 0.00% 0.00% 0.00% 423.430 -0.12% 0 0 0
    Liberty Excelsior Moderate 633.985 -0.24% 0.00% 0.00% 0.00% 497.502 -0.21% 0.00% 0.00% 0.00% 613.356 -0.24% 0.00% 0.00% 0.00% 488.529 -0.17% 0 0 0
    Liberty Excelsior Moderate Aggressive 682.026 -0.23% 0.00% 0.00% 0.00% 549.713 -0.20% 0.00% 0.00% 0.00% 663.919 -0.23% 0.00% 0.00% 0.00% 536.717 -0.16% 0 0 0
    Liberty Excelsior Aggressive 727.336 -0.30% 0.00% 0.00% 0.00% 621.991 -0.26% 0.00% 0.00% 0.00% 719.771 -0.31% 0.00% 0.00% 0.00% 602.822 -0.21% 0 0 0
    0.000 0 0 0 0 0.000 0 0 0 0 0.000 0 0 0 0 0.000 0 0 0 0
    Ermitage Excelsior Global Conservative 281.682 -0.29% 0.00% 0.00% 0.00% 261.918 -0.38% 0.00% 0.00% 0.00% 279.971 -0.29% 0.00% 0.00% 0.00% 248.226 -0.46% 0 0 0
    Ermitage Excelsior Global Moderately Conservative
    310.050 -0.32% 0.00% 0.00% 0.00% 285.805 -0.41% 0.00% 0.00% 0.00% 307.250 -0.32% 0.00% 0.00% 0.00% 269.949 -0.49% 0 0 0
    Ermitage Excelsior Global Moderate 317.388 -0.34% 0.00% 0.00% 0.00% 291.963 -0.43% 0.00% 0.00% 0.00% 314.014 -0.34% 0.00% 0.00% 0.00% 275.830 -0.50% 0 0 0
    Ermitage Excelsior Global Moderately Aggressive
    320.904 -0.34% 0.00% 0.00% 0.00% 294.785 -0.43% 0.00% 0.00% 0.00% 317.319 -0.34% 0.00% 0.00% 0.00% 278.231 -0.51% 0 0 0
    Ermitage Excelsior Global Aggressive 319.931 -0.35% 0.00% 0.00% 0.00% 293.827 -0.44% 0.00% 0.00% 0.00% 315.940 -0.35% 0.00% 0.00% 0.00% 277.407 -0.52% 0 0 0

    Visit: www.liberty.co.za
    Phone: 0860 456 789
    16609.87
    16622.8

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