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  • Markets and Commodity Figures: Liberty Excelsior Investments

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    Tiso Blackstar Group
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    This document provides daily, 3 month, 6 month, and 12 month movement percentages for various insurance company funds on May 17, 2017. The funds include Liberty Excelsior and Ermitage Excelsior funds with conservative, moderate, and aggressive risk profiles. The movements range from -0.16% to 0.51% for daily returns and all medium- and long-term returns are listed as 0%. Contact details are provided at the bottom.

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    Liberty-May 17 2017

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    170517 Liberty

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    This document provides daily, 3 month, 6 month, and 12 month movement percentages for various insurance company funds on May 17, 2017. The funds include Liberty Excelsior and Ermitage Excelsior funds with conservative, moderate, and aggressive risk profiles. The movements range from -0.16% to 0.51% for daily returns and all medium- and long-term returns are listed as 0%. Contact details are provided at the bottom.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    2 views1 page

    Markets and Commodity Figures: Liberty Excelsior Investments

    Uploaded by

    Tiso Blackstar Group
    This document provides daily, 3 month, 6 month, and 12 month movement percentages for various insurance company funds on May 17, 2017. The funds include Liberty Excelsior and Ermitage Excelsior funds with conservative, moderate, and aggressive risk profiles. The movements range from -0.16% to 0.51% for daily returns and all medium- and long-term returns are listed as 0%. Contact details are provided at the bottom.

    Copyright:

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

    Markets and Commodity figures

    17 May 2017

    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 17 May 2017 Exempt Move Move Move Move Investor Move Move Move Move Annuity Move Move Move Move Investment Move Move Move Move
    % % % % % % % % % % % % % % % %

    Liberty Excelsior Conservative 442.498 0.14% 0.00% 0.00% 0.00% 320.362 0.11% 0.00% 0.00% 0.00% 416.607 0.14% 0.00% 0.00% 0.00% 324.106 0.11% 0 0 0
    Liberty Excelsior Moderate Conservative 572.384 0.29% 0.00% 0.00% 0.00% 437.517 0.21% 0.00% 0.00% 0.00% 548.642 0.28% 0.00% 0.00% 0.00% 433.961 0.23% 0 0 0
    Liberty Excelsior Moderate 658.336 0.34% 0.00% 0.00% 0.00% 512.363 0.25% 0.00% 0.00% 0.00% 637.264 0.33% 0.00% 0.00% 0.00% 503.283 0.26% 0 0 0
    Liberty Excelsior Moderate Aggressive 713.353 0.41% 0.00% 0.00% 0.00% 569.609 0.30% 0.00% 0.00% 0.00% 694.796 0.39% 0.00% 0.00% 0.00% 556.210 0.32% 0 0 0
    Liberty Excelsior Aggressive 765.111 0.51% 0.00% 0.00% 0.00% 647.719 0.38% 0.00% 0.00% 0.00% 757.129 0.49% 0.00% 0.00% 0.00% 627.627 0.40% 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 283.466 -0.16% 0.00% 0.00% 0.00% 263.388 0.02% 0.00% 0.00% 0.00% 281.710 -0.16% 0.00% 0.00% 0.00% 249.489 0.17% 0 0 0
    Ermitage Excelsior Global Moderately Conservative
    317.420 -0.05% 0.00% 0.00% 0.00% 291.763 0.11% 0.00% 0.00% 0.00% 314.537 -0.05% 0.00% 0.00% 0.00% 274.904 0.25% 0 0 0
    Ermitage Excelsior Global Moderate 327.963 0.00% 0.00% 0.00% 0.00% 300.491 0.16% 0.00% 0.00% 0.00% 324.469 0.00% 0.00% 0.00% 0.00% 282.909 0.30% 0 0 0
    Ermitage Excelsior Global Moderately Aggressive
    333.161 0.03% 0.00% 0.00% 0.00% 304.665 0.18% 0.00% 0.00% 0.00% 329.431 0.03% 0.00% 0.00% 0.00% 286.432 0.32% 0 0 0
    Ermitage Excelsior Global Aggressive 335.555 0.08% 0.00% 0.00% 0.00% 306.433 0.23% 0.00% 0.00% 0.00% 331.361 0.08% 0.00% 0.00% 0.00% 287.884 0.36% 0 0 0

    Visit: www.liberty.co.za
    Phone: 0860 456 789
    17166.39
    16622.8

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