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  • Liberty - November 1 2018

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    Tiso Blackstar Group
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    This document provides daily, 3 month, 6 month, and 12 month return figures for various investment funds from Liberty Excelsior Investments and Ermitage Excelsior Global as of November 1, 2018. The funds range from conservative to aggressive and include tax exempt, private investor, retirement annuity, and private investment options. Return percentages for the daily period range from 0% to over 1% across the different funds and time periods.

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    Liberty - November 1 2018

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    This document provides daily, 3 month, 6 month, and 12 month return figures for various investment funds from Liberty Excelsior Investments and Ermitage Excelsior Global as of November 1, 2018. The funds range from conservative to aggressive and include tax exempt, private investor, retirement annuity, and private investment options. Return percentages for the daily period range from 0% to over 1% across the different funds and time periods.

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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
    20 views1 page

    Liberty - November 1 2018

    Uploaded by

    Tiso Blackstar Group
    This document provides daily, 3 month, 6 month, and 12 month return figures for various investment funds from Liberty Excelsior Investments and Ermitage Excelsior Global as of November 1, 2018. The funds range from conservative to aggressive and include tax exempt, private investor, retirement annuity, and private investment options. Return percentages for the daily period range from 0% to over 1% across the different funds and time periods.

    Copyright:

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

    Markets and Commodity figures

    01 November 2018

    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 01 November 2018 Exempt Move Move Move Move Investor Move Move Move Move Annuity Move Move Move Move Investment Move Move Move Move
    % % % % % % % % % % % % % % % %

    Liberty Excelsior Conservative 462.750 0.00% 0.00% 0.00% 0.00% 325.217 0.01% 0.00% 0.00% 0.00% 435.907 0.00% 0.00% 0.00% 0.00% 333.496 0.00% 0 0 0
    Liberty Excelsior Moderate Conservative 572.239 0.37% 0.00% 0.00% 0.00% 429.178 0.33% 0.00% 0.00% 0.00% 548.869 0.38% 0.00% 0.00% 0.00% 432.772 0.29% 0 0 0
    Liberty Excelsior Moderate 645.798 0.59% 0.00% 0.00% 0.00% 495.597 0.52% 0.00% 0.00% 0.00% 625.513 0.59% 0.00% 0.00% 0.00% 495.588 0.46% 0 0 0
    Liberty Excelsior Moderate Aggressive 692.692 0.74% 0.00% 0.00% 0.00% 546.769 0.65% 0.00% 0.00% 0.00% 675.136 0.74% 0.00% 0.00% 0.00% 543.985 0.57% 0 0 0
    Liberty Excelsior Aggressive 716.779 1.17% 0.00% 0.00% 0.00% 606.914 1.02% 0.00% 0.00% 0.00% 709.476 1.17% 0.00% 0.00% 0.00% 599.706 0.90% 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 323.917 1.00% 0.00% 0.00% 0.00% 296.937 0.97% 0.00% 0.00% 0.00% 321.014 1.00% 0.00% 0.00% 0.00% 279.370 0.95% 0 0 0
    Ermitage Excelsior Global Moderately Conservative
    367.062 1.26% 0.00% 0.00% 0.00% 332.136 1.21% 0.00% 0.00% 0.00% 362.853 1.26% 0.00% 0.00% 0.00% 308.421 1.16% 0 0 0
    Ermitage Excelsior Global Moderate 381.948 1.42% 0.00% 0.00% 0.00% 344.129 1.35% 0.00% 0.00% 0.00% 377.030 1.42% 0.00% 0.00% 0.00% 318.078 1.29% 0 0 0
    Ermitage Excelsior Global Moderately Aggressive
    390.333 1.53% 0.00% 0.00% 0.00% 350.869 1.46% 0.00% 0.00% 0.00% 385.077 1.53% 0.00% 0.00% 0.00% 323.489 1.39% 0 0 0
    Ermitage Excelsior Global Aggressive 397.815 1.77% 0.00% 0.00% 0.00% 356.800 1.67% 0.00% 0.00% 0.00% 391.921 1.77% 0.00% 0.00% 0.00% 327.848 1.59% 0 0 0

    Visit: www.liberty.co.za
    Phone: 0860 456 789
    17831.8
    17673.37

    These figures are supplied by parties external to Business Day. Business Day will not warrant the accuracy of the figures.

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