Scribd Logo
Upload

Welcome to Scribd!

  • Liberty - January 9 2019

    Uploaded by

    Tiso Blackstar Group
    15 views1 page
    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 December 5, 2018. The funds range from conservative to aggressive and include tax exempt, private investor, retirement annuity and company investment options. Returns range from -0.38% to 0.42% across the different fund categories and time periods. Contact details are provided at the bottom for Liberty's website and phone number.

    Original Description:

    Liberty - January 9 2019

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    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 December 5, 2018. The funds range from conservative to aggressive and include tax exempt, private investor, retirement annuity and company investment options. Returns range from -0.38% to 0.42% across the different fund categories and time periods. Contact details are provided at the bottom for Liberty's website and phone number.

    Copyright:

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

    Liberty - January 9 2019

    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 December 5, 2018. The funds range from conservative to aggressive and include tax exempt, private investor, retirement annuity and company investment options. Returns range from -0.38% to 0.42% across the different fund categories and time periods. Contact details are provided at the bottom for Liberty's website and phone number.

    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

    09 January 2019

    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 05 December 2018 Exempt Move Move Move Move Investor Move Move Move Move Annuity Move Move Move Move Investment Move Move Move Move
    % % % % % % % % % % % % % % % %

    Liberty Excelsior Conservative 472.182 0.08% 0.00% 0.00% 0.00% 330.188 0.07% 0.00% 0.00% 0.00% 444.756 0.09% 0.00% 0.00% 0.00% 338.292 0.06% 0 0 0
    Liberty Excelsior Moderate Conservative 583.520 0.02% 0.00% 0.00% 0.00% 435.665 0.01% 0.00% 0.00% 0.00% 559.645 0.02% 0.00% 0.00% 0.00% 438.861 0.01% 0 0 0
    Liberty Excelsior Moderate 658.243 -0.02% 0.00% 0.00% 0.00% 502.998 -0.03% 0.00% 0.00% 0.00% 637.518 -0.02% 0.00% 0.00% 0.00% 502.445 -0.02% 0 0 0
    Liberty Excelsior Moderate Aggressive 706.208 -0.15% 0.00% 0.00% 0.00% 555.061 -0.13% 0.00% 0.00% 0.00% 688.254 -0.15% 0.00% 0.00% 0.00% 551.650 -0.11% 0 0 0
    Liberty Excelsior Aggressive 725.937 -0.20% 0.00% 0.00% 0.00% 613.183 -0.18% 0.00% 0.00% 0.00% 718.523 -0.20% 0.00% 0.00% 0.00% 605.452 -0.16% 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 301.209 -0.38% 0.00% 0.00% 0.00% 278.252 -0.26% 0.00% 0.00% 0.00% 298.511 -0.38% 0.00% 0.00% 0.00% 263.330 -0.16% 0 0 0
    Ermitage Excelsior Global Moderately Conservative
    344.710 -0.07% 0.00% 0.00% 0.00% 313.819 0.02% 0.00% 0.00% 0.00% 340.758 -0.07% 0.00% 0.00% 0.00% 292.881 0.09% 0 0 0
    Ermitage Excelsior Global Moderate 360.613 0.09% 0.00% 0.00% 0.00% 326.626 0.16% 0.00% 0.00% 0.00% 355.969 0.09% 0.00% 0.00% 0.00% 303.284 0.22% 0 0 0
    Ermitage Excelsior Global Moderately Aggressive
    369.767 0.17% 0.00% 0.00% 0.00% 333.971 0.23% 0.00% 0.00% 0.00% 364.789 0.17% 0.00% 0.00% 0.00% 309.177 0.28% 0 0 0
    Ermitage Excelsior Global Aggressive 379.420 0.34% 0.00% 0.00% 0.00% 341.583 0.38% 0.00% 0.00% 0.00% 373.799 0.34% 0.00% 0.00% 0.00% 314.889 0.42% 0 0 0

    Visit: www.liberty.co.za
    Phone: 0860 456 789
    17635.95
    17673.37

    You might also like