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  • Liberty - July 29 2020

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    Lisle Daverin Blyth
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    The document provides daily, 3 month, 6 month, and 12 month return figures for various investment funds offered by Liberty Excelsior Investments and Ermitage Excelsior Global. The returns range from 0% to 1.68% across the different fund types and time periods. Fund types include tax exempt, private investor, retirement annuity, and private investment funds. No returns are provided for 3, 6, or 12 month periods. Contact and website information is provided for Liberty Excelsior Investments.

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    Liberty - July 29 2020

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    The document provides daily, 3 month, 6 month, and 12 month return figures for various investment funds offered by Liberty Excelsior Investments and Ermitage Excelsior Global. The returns range from 0% to 1.68% across the different fund types and time periods. Fund types include tax exempt, private investor, retirement annuity, and private investment funds. No returns are provided for 3, 6, or 12 month periods. Contact and website information is provided for Liberty Excelsior 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
    18 views1 page

    Liberty - July 29 2020

    Uploaded by

    Lisle Daverin Blyth
    The document provides daily, 3 month, 6 month, and 12 month return figures for various investment funds offered by Liberty Excelsior Investments and Ermitage Excelsior Global. The returns range from 0% to 1.68% across the different fund types and time periods. Fund types include tax exempt, private investor, retirement annuity, and private investment funds. No returns are provided for 3, 6, or 12 month periods. Contact and website information is provided for Liberty Excelsior Investments.

    Copyright:

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

    Markets and Commodity figures

    29 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 29 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 494.781 0.06% 0.00% 0.00% 0.00% 333.140 0.01% 0.00% 0.00% 0.00% 465.412 0.06% 0.00% 0.00% 0.00% 346.900 0.05% 0 0 0
    Liberty Excelsior Moderate Conservative 587.884 0.37% 0.00% 0.00% 0.00% 425.840 0.20% 0.00% 0.00% 0.00% 562.200 0.37% 0.00% 0.00% 0.00% 438.783 0.29% 0 0 0
    Liberty Excelsior Moderate 655.940 0.56% 0.00% 0.00% 0.00% 487.907 0.32% 0.00% 0.00% 0.00% 632.776 0.56% 0.00% 0.00% 0.00% 499.882 0.44% 0 0 0
    Liberty Excelsior Moderate Aggressive 713.622 0.72% 0.00% 0.00% 0.00% 544.656 0.42% 0.00% 0.00% 0.00% 692.131 0.72% 0.00% 0.00% 0.00% 555.175 0.56% 0 0 0
    Liberty Excelsior Aggressive 709.159 1.06% 0.00% 0.00% 0.00% 588.229 0.63% 0.00% 0.00% 0.00% 697.304 1.06% 0.00% 0.00% 0.00% 599.071 0.82% 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 403.491 0.99% 0.00% 0.00% 0.00% 361.189 1.15% 0.00% 0.00% 0.00% 399.818 0.99% 0.00% 0.00% 0.00% 333.333 1.29% 0 0 0
    Ermitage Excelsior Global Moderately Conservative
    469.994 1.17% 0.00% 0.00% 0.00% 415.106 1.33% 0.00% 0.00% 0.00% 464.679 1.17% 0.00% 0.00% 0.00% 377.028 1.47% 0 0 0
    Ermitage Excelsior Global Moderate 495.410 1.26% 0.00% 0.00% 0.00% 435.722 1.42% 0.00% 0.00% 0.00% 489.178 1.26% 0.00% 0.00% 0.00% 393.482 1.56% 0 0 0
    Ermitage Excelsior Global Moderately Aggressive
    507.360 1.30% 0.00% 0.00% 0.00% 445.364 1.46% 0.00% 0.00% 0.00% 500.683 1.30% 0.00% 0.00% 0.00% 401.279 1.60% 0 0 0
    Ermitage Excelsior Global Aggressive 519.771 1.38% 0.00% 0.00% 0.00% 455.657 1.54% 0.00% 0.00% 0.00% 512.249 1.38% 0.00% 0.00% 0.00% 409.360 1.68% 0 0 0

    Visit: www.liberty.co.za
    Phone: 0860 456 789
    19821.3
    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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