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  • Liberty - September 9 2020

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    Lisle Daverin Blyth
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    The document provides daily and monthly percentage moves for various investment funds offered by Liberty Excelsior Investments and Ermitage Excelsior Global as of September 9, 2020. The funds range from conservative to aggressive and include options for tax exempt, private investor, retirement annuity, and private investment accounts. Percentage moves on the daily, 3 month, 6 month and 12 month periods are shown to indicate recent performance. Contact information is provided at the bottom for the Liberty website and phone number.

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    Liberty - September 9 2020

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    Liberty - September 9 2020

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    The document provides daily and monthly percentage moves for various investment funds offered by Liberty Excelsior Investments and Ermitage Excelsior Global as of September 9, 2020. The funds range from conservative to aggressive and include options for tax exempt, private investor, retirement annuity, and private investment accounts. Percentage moves on the daily, 3 month, 6 month and 12 month periods are shown to indicate recent performance. Contact information is provided at the bottom for the Liberty website and phone number.

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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
    13 views1 page

    Liberty - September 9 2020

    Uploaded by

    Lisle Daverin Blyth
    The document provides daily and monthly percentage moves for various investment funds offered by Liberty Excelsior Investments and Ermitage Excelsior Global as of September 9, 2020. The funds range from conservative to aggressive and include options for tax exempt, private investor, retirement annuity, and private investment accounts. Percentage moves on the daily, 3 month, 6 month and 12 month periods are shown to indicate recent performance. Contact information is provided at the bottom for the Liberty website and phone number.

    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

    09 September 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 09 September 2020 Exempt Move Move Move Move Investor Move Move Move Move Annuity Move Move Move Move Investment Move Move Move Move
    % % % % % % % % % % % % % % % %

    Liberty Excelsior Conservative 497.360 0.15% 0.00% 0.00% 0.00% 334.519 0.08% 0.00% 0.00% 0.00% 467.828 0.15% 0.00% 0.00% 0.00% 348.216 0.09% 0 0 0
    Liberty Excelsior Moderate Conservative 584.775 0.34% 0.00% 0.00% 0.00% 423.823 0.16% 0.00% 0.00% 0.00% 559.179 0.33% 0.00% 0.00% 0.00% 436.879 0.21% 0 0 0
    Liberty Excelsior Moderate 646.416 0.44% 0.00% 0.00% 0.00% 481.767 0.21% 0.00% 0.00% 0.00% 623.515 0.43% 0.00% 0.00% 0.00% 494.213 0.27% 0 0 0
    Liberty Excelsior Moderate Aggressive 697.574 0.42% 0.00% 0.00% 0.00% 534.161 0.16% 0.00% 0.00% 0.00% 676.459 0.41% 0.00% 0.00% 0.00% 545.576 0.26% 0 0 0
    Liberty Excelsior Aggressive 685.940 0.63% 0.00% 0.00% 0.00% 571.678 0.25% 0.00% 0.00% 0.00% 674.341 0.61% 0.00% 0.00% 0.00% 583.932 0.39% 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 417.541 1.61% 0.00% 0.00% 0.00% 372.824 1.55% 0.00% 0.00% 0.00% 413.755 1.61% 0.00% 0.00% 0.00% 343.404 1.48% 0 0 0
    Ermitage Excelsior Global Moderately Conservative
    491.097 1.72% 0.00% 0.00% 0.00% 432.451 1.66% 0.00% 0.00% 0.00% 485.551 1.72% 0.00% 0.00% 0.00% 391.690 1.59% 0 0 0
    Ermitage Excelsior Global Moderate 520.374 1.79% 0.00% 0.00% 0.00% 456.199 1.72% 0.00% 0.00% 0.00% 513.828 1.79% 0.00% 0.00% 0.00% 410.675 1.66% 0 0 0
    Ermitage Excelsior Global Moderately Aggressive
    534.897 1.82% 0.00% 0.00% 0.00% 467.926 1.75% 0.00% 0.00% 0.00% 527.873 1.82% 0.00% 0.00% 0.00% 420.149 1.69% 0 0 0
    Ermitage Excelsior Global Aggressive 551.961 1.89% 0.00% 0.00% 0.00% 482.006 1.83% 0.00% 0.00% 0.00% 543.972 1.89% 0.00% 0.00% 0.00% 431.369 1.76% 0 0 0

    Visit: www.liberty.co.za
    Phone: 0860 456 789
    20078.1
    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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