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  • Markets and Commodity Figures: Liberty Excelsior Investments

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    Tiso Blackstar Group
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    The document provides daily, 3 month, 6 month and 12 month movement percentages for various insurance company funds on 18 May 2017. The funds include Liberty Excelsior and Ermitage Excelsior Global funds which have a range of conservative to aggressive investment styles. Most funds showed little or no movement across time periods, with some aggressive funds showing daily movements around -0.1%. Contact details are provided at the bottom for Liberty insurance company.

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    Liberty May 18, 2017

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    180517 Liberty

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    The document provides daily, 3 month, 6 month and 12 month movement percentages for various insurance company funds on 18 May 2017. The funds include Liberty Excelsior and Ermitage Excelsior Global funds which have a range of conservative to aggressive investment styles. Most funds showed little or no movement across time periods, with some aggressive funds showing daily movements around -0.1%. Contact details are provided at the bottom for Liberty insurance company.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    23 views1 page

    Markets and Commodity Figures: Liberty Excelsior Investments

    Uploaded by

    Tiso Blackstar Group
    The document provides daily, 3 month, 6 month and 12 month movement percentages for various insurance company funds on 18 May 2017. The funds include Liberty Excelsior and Ermitage Excelsior Global funds which have a range of conservative to aggressive investment styles. Most funds showed little or no movement across time periods, with some aggressive funds showing daily movements around -0.1%. Contact details are provided at the bottom for Liberty insurance company.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    of 1

    Markets and Commodity figures

    18 May 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 18 May 2017 Exempt Move Move Move Move Investor Move Move Move Move Annuity Move Move Move Move Investment Move Move Move Move
    % % % % % % % % % % % % % % % %

    Liberty Excelsior Conservative 442.655 0.04% 0.00% 0.00% 0.00% 320.421 0.02% 0.00% 0.00% 0.00% 416.753 0.03% 0.00% 0.00% 0.00% 324.180 0.02% 0 0 0
    Liberty Excelsior Moderate Conservative 572.328 -0.01% 0.00% 0.00% 0.00% 437.394 -0.03% 0.00% 0.00% 0.00% 548.596 -0.01% 0.00% 0.00% 0.00% 433.872 -0.02% 0 0 0
    Liberty Excelsior Moderate 658.159 -0.03% 0.00% 0.00% 0.00% 512.140 -0.04% 0.00% 0.00% 0.00% 637.105 -0.02% 0.00% 0.00% 0.00% 503.105 -0.04% 0 0 0
    Liberty Excelsior Moderate Aggressive 713.236 -0.02% 0.00% 0.00% 0.00% 569.386 -0.04% 0.00% 0.00% 0.00% 694.700 -0.01% 0.00% 0.00% 0.00% 556.033 -0.03% 0 0 0
    Liberty Excelsior Aggressive 764.511 -0.08% 0.00% 0.00% 0.00% 647.082 -0.10% 0.00% 0.00% 0.00% 756.573 -0.07% 0.00% 0.00% 0.00% 627.073 -0.09% 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 285.006 0.54% 0.00% 0.00% 0.00% 265.025 0.62% 0.00% 0.00% 0.00% 283.240 0.54% 0.00% 0.00% 0.00% 251.203 0.69% 0 0 0
    Ermitage Excelsior Global Moderately Conservative
    319.365 0.61% 0.00% 0.00% 0.00% 293.765 0.69% 0.00% 0.00% 0.00% 316.465 0.61% 0.00% 0.00% 0.00% 276.963 0.75% 0 0 0
    Ermitage Excelsior Global Moderate 330.072 0.64% 0.00% 0.00% 0.00% 302.641 0.72% 0.00% 0.00% 0.00% 326.556 0.64% 0.00% 0.00% 0.00% 285.108 0.78% 0 0 0
    Ermitage Excelsior Global Moderately Aggressive
    335.282 0.64% 0.00% 0.00% 0.00% 306.832 0.71% 0.00% 0.00% 0.00% 331.528 0.64% 0.00% 0.00% 0.00% 288.654 0.78% 0 0 0
    Ermitage Excelsior Global Aggressive 337.672 0.63% 0.00% 0.00% 0.00% 308.609 0.71% 0.00% 0.00% 0.00% 333.452 0.63% 0.00% 0.00% 0.00% 290.127 0.78% 0 0 0

    Visit: www.liberty.co.za
    Phone: 0860 456 789
    17202.99
    16622.8

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