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  • Liberty - April 20 2021

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    Lisle Daverin Blyth
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    The document provides daily, 3 month, 6 month and 12 month percentage moves for various insurance company funds on 20 April 2021. The funds include conservative, moderate and aggressive options from Liberty Excelsior Investments and Ermitage Excelsior Global. Movements across the different time periods were mostly neutral to negative, with aggressive funds experiencing slightly higher losses ranging from -0.12% to -0.36% for daily moves. Website and phone contact details are provided for Liberty investments.

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    Liberty - April 20 2021

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    Liberty - April 20 2021

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    The document provides daily, 3 month, 6 month and 12 month percentage moves for various insurance company funds on 20 April 2021. The funds include conservative, moderate and aggressive options from Liberty Excelsior Investments and Ermitage Excelsior Global. Movements across the different time periods were mostly neutral to negative, with aggressive funds experiencing slightly higher losses ranging from -0.12% to -0.36% for daily moves. Website and phone contact details are provided for Liberty investments.

    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 - April 20 2021

    Uploaded by

    Lisle Daverin Blyth
    The document provides daily, 3 month, 6 month and 12 month percentage moves for various insurance company funds on 20 April 2021. The funds include conservative, moderate and aggressive options from Liberty Excelsior Investments and Ermitage Excelsior Global. Movements across the different time periods were mostly neutral to negative, with aggressive funds experiencing slightly higher losses ranging from -0.12% to -0.36% for daily moves. Website and phone contact 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

    20 April 2021

    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 20 April 2021 Exempt Move Move Move Move Investor Move Move Move Move Annuity Move Move Move Move Investment Move Move Move Move
    % % % % % % % % % % % % % % % %

    Liberty Excelsior Conservative 545.835 0.01% 0.00% 0.00% 0.00% 359.066 -0.05% 0.00% 0.00% 0.00% 512.516 -0.01% 0.00% 0.00% 0.00% 373.446 -0.05% 0 0 0
    Liberty Excelsior Moderate Conservative 676.872 -0.06% 0.00% 0.00% 0.00% 478.658 -0.16% 0.00% 0.00% 0.00% 646.355 -0.09% 0.00% 0.00% 0.00% 491.683 -0.16% 0 0 0
    Liberty Excelsior Moderate 774.886 -0.10% 0.00% 0.00% 0.00% 562.130 -0.22% 0.00% 0.00% 0.00% 746.412 -0.14% 0.00% 0.00% 0.00% 573.436 -0.21% 0 0 0
    Liberty Excelsior Moderate Aggressive 854.320 -0.12% 0.00% 0.00% 0.00% 635.642 -0.25% 0.00% 0.00% 0.00% 827.357 -0.16% 0.00% 0.00% 0.00% 644.854 -0.25% 0 0 0
    Liberty Excelsior Aggressive 868.493 -0.20% 0.00% 0.00% 0.00% 705.527 -0.36% 0.00% 0.00% 0.00% 853.651 -0.25% 0.00% 0.00% 0.00% 714.488 -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 374.828 -0.24% 0.00% 0.00% 0.00% 337.982 -0.37% 0.00% 0.00% 0.00% 371.444 -0.24% 0.00% 0.00% 0.00% 313.886 -0.49% 0 0 0
    Ermitage Excelsior Global Moderately Conservative
    470.238 -0.14% 0.00% 0.00% 0.00% 415.496 -0.28% 0.00% 0.00% 0.00% 464.917 -0.14% 0.00% 0.00% 0.00% 377.355 -0.42% 0 0 0
    Ermitage Excelsior Global Moderate 517.232 -0.07% 0.00% 0.00% 0.00% 453.361 -0.23% 0.00% 0.00% 0.00% 510.697 -0.07% 0.00% 0.00% 0.00% 407.934 -0.37% 0 0 0
    Ermitage Excelsior Global Moderately Aggressive
    544.133 -0.03% 0.00% 0.00% 0.00% 474.894 -0.19% 0.00% 0.00% 0.00% 536.944 -0.03% 0.00% 0.00% 0.00% 425.330 -0.34% 0 0 0
    Ermitage Excelsior Global Aggressive 587.756 0.05% 0.00% 0.00% 0.00% 509.928 -0.12% 0.00% 0.00% 0.00% 579.173 0.05% 0.00% 0.00% 0.00% 453.378 -0.28% 0 0 0

    Visit: www.liberty.co.za
    Phone: 0860 456 789
    21972.46
    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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