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  • Liberty - July 8 2020

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    Lisle Daverin Blyth
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    This document provides daily, 3 month, 6 month, and 12 month movement percentages for various insurance company funds on July 8, 2020. The funds include conservative to aggressive options from Liberty Excelsior Investments and Ermitage Excelsior Global. Liberty Excelsior funds saw daily moves ranging from -0.65% to 0.00%. Ermitage Excelsior Global funds had positive daily moves between 1.02% and 2.20%. All funds showed 0.00% movement for the 3, 6, and 12 month periods. Contact and website details are provided for Liberty investments.

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    Liberty - July 8 2020

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    This document provides daily, 3 month, 6 month, and 12 month movement percentages for various insurance company funds on July 8, 2020. The funds include conservative to aggressive options from Liberty Excelsior Investments and Ermitage Excelsior Global. Liberty Excelsior funds saw daily moves ranging from -0.65% to 0.00%. Ermitage Excelsior Global funds had positive daily moves between 1.02% and 2.20%. All funds showed 0.00% movement for the 3, 6, and 12 month periods. Contact and website details are provided for Liberty investments.

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

    Liberty - July 8 2020

    Uploaded by

    Lisle Daverin Blyth
    This document provides daily, 3 month, 6 month, and 12 month movement percentages for various insurance company funds on July 8, 2020. The funds include conservative to aggressive options from Liberty Excelsior Investments and Ermitage Excelsior Global. Liberty Excelsior funds saw daily moves ranging from -0.65% to 0.00%. Ermitage Excelsior Global funds had positive daily moves between 1.02% and 2.20%. All funds showed 0.00% movement for the 3, 6, and 12 month periods. Contact and website details are provided for Liberty investments.

    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

    08 July 2020

    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 08 July 2020 Exempt Move Move Move Move Investor Move Move Move Move Annuity Move Move Move Move Investment Move Move Move Move
    % % % % % % % % % % % % % % % %

    Liberty Excelsior Conservative 484.210 -0.52% 0.00% 0.00% 0.00% 329.255 -0.32% 0.00% 0.00% 0.00% 455.567 -0.52% 0.00% 0.00% 0.00% 341.266 -0.38% 0 0 0
    Liberty Excelsior Moderate Conservative 572.298 -0.62% 0.00% 0.00% 0.00% 420.710 -0.29% 0.00% 0.00% 0.00% 547.640 -0.62% 0.00% 0.00% 0.00% 429.839 -0.45% 0 0 0
    Liberty Excelsior Moderate 637.453 -0.65% 0.00% 0.00% 0.00% 482.319 -0.25% 0.00% 0.00% 0.00% 615.478 -0.64% 0.00% 0.00% 0.00% 488.935 -0.46% 0 0 0
    Liberty Excelsior Moderate Aggressive 691.677 -0.54% 0.00% 0.00% 0.00% 538.040 -0.12% 0.00% 0.00% 0.00% 671.552 -0.53% 0.00% 0.00% 0.00% 541.795 -0.40% 0 0 0
    Liberty Excelsior Aggressive 689.540 -0.48% 0.00% 0.00% 0.00% 583.879 0.00% 0.00% 0.00% 0.00% 678.981 -0.47% 0.00% 0.00% 0.00% 585.817 -0.35% 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 407.387 1.02% 0.00% 0.00% 0.00% 364.524 1.03% 0.00% 0.00% 0.00% 403.689 1.02% 0.00% 0.00% 0.00% 335.947 1.03% 0 0 0
    Ermitage Excelsior Global Moderately Conservative
    473.036 1.48% 0.00% 0.00% 0.00% 417.616 1.46% 0.00% 0.00% 0.00% 467.689 1.48% 0.00% 0.00% 0.00% 379.008 1.43% 0 0 0
    Ermitage Excelsior Global Moderate 498.141 1.75% 0.00% 0.00% 0.00% 437.904 1.71% 0.00% 0.00% 0.00% 491.874 1.75% 0.00% 0.00% 0.00% 395.214 1.66% 0 0 0
    Ermitage Excelsior Global Moderately Aggressive
    510.349 1.89% 0.00% 0.00% 0.00% 447.748 1.84% 0.00% 0.00% 0.00% 503.632 1.89% 0.00% 0.00% 0.00% 403.171 1.78% 0 0 0
    Ermitage Excelsior Global Aggressive 523.333 2.20% 0.00% 0.00% 0.00% 458.466 2.13% 0.00% 0.00% 0.00% 515.759 2.20% 0.00% 0.00% 0.00% 411.580 2.05% 0 0 0

    Visit: www.liberty.co.za
    Phone: 0860 456 789
    19632.56
    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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