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  • Liberty - October 19 2022

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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 1.66% across the different funds and time periods. Liberty Excelsior offers both tax exempt and private investor funds, as well as retirement annuities and company investments, with daily returns ranging from 0.21% to 0.93%. Ermitage Excelsior Global also offers a variety of global funds with conservative to aggressive risk profiles and daily returns between 0.36% to 1.61%. Contact information is provided for Liberty Excelsior Investments.

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    Liberty - October 19 2022

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    Liberty - October 19 2022

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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 1.66% across the different funds and time periods. Liberty Excelsior offers both tax exempt and private investor funds, as well as retirement annuities and company investments, with daily returns ranging from 0.21% to 0.93%. Ermitage Excelsior Global also offers a variety of global funds with conservative to aggressive risk profiles and daily returns between 0.36% to 1.61%. Contact information is provided for Liberty Excelsior Investments.

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    © All Rights Reserved
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    23 views1 page

    Liberty - October 19 2022

    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 1.66% across the different funds and time periods. Liberty Excelsior offers both tax exempt and private investor funds, as well as retirement annuities and company investments, with daily returns ranging from 0.21% to 0.93%. Ermitage Excelsior Global also offers a variety of global funds with conservative to aggressive risk profiles and daily returns between 0.36% to 1.61%. Contact information is provided for Liberty Excelsior Investments.

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    © All Rights Reserved
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    of 1

    Markets and Commodity figures

    19 October 2022

    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 19 October 2022 Exempt Move Move Move Move Investor Move Move Move Move Annuity Move Move Move Move Investment Move Move Move Move
    % % % % % % % % % % % % % % % %

    Liberty Excelsior Conservative 585.687 0.23% 0.00% 0.00% 0.00% 377.170 0.21% 0.00% 0.00% 0.00% 551.426 0.23% 0.00% 0.00% 0.00% 392.824 0.22% 0 0 0
    Liberty Excelsior Moderate Conservative 730.429 0.38% 0.00% 0.00% 0.00% 506.614 0.29% 0.00% 0.00% 0.00% 699.595 0.37% 0.00% 0.00% 0.00% 521.695 0.36% 0 0 0
    Liberty Excelsior Moderate 838.441 0.54% 0.00% 0.00% 0.00% 597.127 0.34% 0.00% 0.00% 0.00% 809.765 0.52% 0.00% 0.00% 0.00% 611.800 0.45% 0 0 0
    Liberty Excelsior Moderate Aggressive 924.890 0.82% 0.00% 0.00% 0.00% 674.714 0.40% 0.00% 0.00% 0.00% 897.998 0.72% 0.00% 0.00% 0.00% 688.371 0.58% 0 0 0
    Liberty Excelsior Aggressive 938.805 0.93% 0.00% 0.00% 0.00% 752.127 0.48% 0.00% 0.00% 0.00% 924.769 0.88% 0.00% 0.00% 0.00% 763.827 0.68% 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 406.980 0.36% 0.00% 0.00% 0.00% 362.910 0.46% 0.00% 0.00% 0.00% 403.318 0.36% 0.00% 0.00% 0.00% 334.215 0.56% 0 0 0
    Ermitage Excelsior Global Moderately Conservative
    490.087 0.82% 0.00% 0.00% 0.00% 429.708 0.90% 0.00% 0.00% 0.00% 484.547 0.82% 0.00% 0.00% 0.00% 388.361 0.96% 0 0 0
    Ermitage Excelsior Global Moderate 528.238 1.09% 0.00% 0.00% 0.00% 460.233 1.15% 0.00% 0.00% 0.00% 521.566 1.09% 0.00% 0.00% 0.00% 412.830 1.20% 0 0 0
    Ermitage Excelsior Global Moderately Aggressive
    556.866 1.26% 0.00% 0.00% 0.00% 483.017 1.31% 0.00% 0.00% 0.00% 549.510 1.26% 0.00% 0.00% 0.00% 431.204 1.35% 0 0 0
    Ermitage Excelsior Global Aggressive 603.403 1.61% 0.00% 0.00% 0.00% 520.166 1.64% 0.00% 0.00% 0.00% 594.592 1.61% 0.00% 0.00% 0.00% 460.899 1.66% 0 0 0

    Visit: www.liberty.co.za
    Phone: 0860 456 789
    23211.03
    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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