Scribd Logo
Upload

Welcome to Scribd!

  • Liberty - December 8 2020

    Uploaded by

    Lisle Daverin Blyth
    13 views1 page
    This document provides daily and monthly percentage moves for various investment funds from Liberty Excelsior Investments and Ermitage Excelsior Global as of December 8, 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 dealing date ranged from -0.06% to 1.38% depending on the fund's risk profile, with most conservative funds showing smaller daily changes and more aggressive funds showing larger daily changes. Website and phone contact information is provided for Liberty Excelsior Investments.

    Original Description:

    Liberty - December 8 2020

    Original Title

    Liberty - December 8 2020

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    This document provides daily and monthly percentage moves for various investment funds from Liberty Excelsior Investments and Ermitage Excelsior Global as of December 8, 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 dealing date ranged from -0.06% to 1.38% depending on the fund's risk profile, with most conservative funds showing smaller daily changes and more aggressive funds showing larger daily changes. Website and phone contact information is provided for Liberty Excelsior Investments.

    Copyright:

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

    Liberty - December 8 2020

    Uploaded by

    Lisle Daverin Blyth
    This document provides daily and monthly percentage moves for various investment funds from Liberty Excelsior Investments and Ermitage Excelsior Global as of December 8, 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 dealing date ranged from -0.06% to 1.38% depending on the fund's risk profile, with most conservative funds showing smaller daily changes and more aggressive funds showing larger daily changes. Website and phone contact information is provided for Liberty Excelsior Investments.

    Copyright:

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

    Markets and Commodity figures

    08 December 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 08 December 2020 Exempt Move Move Move Move Investor Move Move Move Move Annuity Move Move Move Move Investment Move Move Move Move
    % % % % % % % % % % % % % % % %

    Liberty Excelsior Conservative 516.722 0.10% 0.00% 0.00% 0.00% 343.597 0.09% 0.00% 0.00% 0.00% 485.040 0.10% 0.00% 0.00% 0.00% 357.681 0.09% 0 0 0
    Liberty Excelsior Moderate Conservative 618.814 0.05% 0.00% 0.00% 0.00% 443.668 0.07% 0.00% 0.00% 0.00% 590.751 0.06% 0.00% 0.00% 0.00% 457.425 0.07% 0 0 0
    Liberty Excelsior Moderate 692.551 0.03% 0.00% 0.00% 0.00% 510.562 0.07% 0.00% 0.00% 0.00% 666.922 0.05% 0.00% 0.00% 0.00% 523.746 0.07% 0 0 0
    Liberty Excelsior Moderate Aggressive 752.235 0.02% 0.00% 0.00% 0.00% 569.859 0.07% 0.00% 0.00% 0.00% 728.290 0.04% 0.00% 0.00% 0.00% 582.154 0.07% 0 0 0
    Liberty Excelsior Aggressive 747.460 -0.06% 0.00% 0.00% 0.00% 618.665 0.01% 0.00% 0.00% 0.00% 734.555 -0.04% 0.00% 0.00% 0.00% 632.255 0.02% 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 392.251 0.60% 0.00% 0.00% 0.00% 351.971 0.61% 0.00% 0.00% 0.00% 388.711 0.60% 0.00% 0.00% 0.00% 325.593 0.61% 0 0 0
    Ermitage Excelsior Global Moderately Conservative
    475.692 0.90% 0.00% 0.00% 0.00% 419.688 0.89% 0.00% 0.00% 0.00% 470.312 0.90% 0.00% 0.00% 0.00% 380.766 0.88% 0 0 0
    Ermitage Excelsior Global Moderate 512.898 1.07% 0.00% 0.00% 0.00% 449.751 1.05% 0.00% 0.00% 0.00% 506.420 1.07% 0.00% 0.00% 0.00% 404.947 1.03% 0 0 0
    Ermitage Excelsior Global Moderately Aggressive
    532.349 1.17% 0.00% 0.00% 0.00% 465.381 1.15% 0.00% 0.00% 0.00% 525.317 1.17% 0.00% 0.00% 0.00% 417.574 1.13% 0 0 0
    Ermitage Excelsior Global Aggressive 559.934 1.38% 0.00% 0.00% 0.00% 487.766 1.35% 0.00% 0.00% 0.00% 551.758 1.38% 0.00% 0.00% 0.00% 435.470 1.31% 0 0 0

    Visit: www.liberty.co.za
    Phone: 0860 456 789
    20627.71
    17673.37

    These figures are supplied by parties external to Business Day. Business Day will not warrant the accuracy of the figures.

    You might also like