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Liberty Excelsior Fund Performance 2019

This document provides daily, 3 month, 6 month, and 12 month market movement percentages for various insurance company funds as of September 4, 2019. The funds shown include conservative to aggressive options from Liberty Excelsior Investments and Ermitage Excelsior Global. Most funds saw little to no movement over the longer periods, with some moderate daily losses of 0.1-0.5%. Contact and website information is provided for Liberty insurance.

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Lisle Daverin Blyth
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34 views1 page

Liberty Excelsior Fund Performance 2019

This document provides daily, 3 month, 6 month, and 12 month market movement percentages for various insurance company funds as of September 4, 2019. The funds shown include conservative to aggressive options from Liberty Excelsior Investments and Ermitage Excelsior Global. Most funds saw little to no movement over the longer periods, with some moderate daily losses of 0.1-0.5%. Contact and website information is provided for Liberty insurance.

Uploaded by

Lisle Daverin Blyth
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Markets and Commodity figures

04 September 2019

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 04 September 2019 Exempt Move Move Move Move Investor Move Move Move Move Annuity Move Move Move Move Investment Move Move Move Move
% % % % % % % % % % % % % % % %

Liberty Excelsior Conservative 495.749 0.18% 0.00% 0.00% 0.00% 340.109 0.11% 0.00% 0.00% 0.00% 466.889 0.18% 0.00% 0.00% 0.00% 350.534 0.12% 0 0 0
Liberty Excelsior Moderate Conservative 601.725 0.02% 0.00% 0.00% 0.00% 442.649 -0.03% 0.00% 0.00% 0.00% 577.079 0.01% 0.00% 0.00% 0.00% 449.438 -0.01% 0 0 0
Liberty Excelsior Moderate 672.393 -0.08% 0.00% 0.00% 0.00% 507.394 -0.12% 0.00% 0.00% 0.00% 651.238 -0.09% 0.00% 0.00% 0.00% 511.430 -0.09% 0 0 0
Liberty Excelsior Moderate Aggressive 718.713 -0.24% 0.00% 0.00% 0.00% 558.196 -0.27% 0.00% 0.00% 0.00% 700.476 -0.25% 0.00% 0.00% 0.00% 560.236 -0.21% 0 0 0
Liberty Excelsior Aggressive 723.623 -0.45% 0.00% 0.00% 0.00% 607.584 -0.43% 0.00% 0.00% 0.00% 716.396 -0.46% 0.00% 0.00% 0.00% 606.524 -0.38% 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 350.274 -0.64% 0.00% 0.00% 0.00% 317.942 -0.70% 0.00% 0.00% 0.00% 347.023 -0.64% 0.00% 0.00% 0.00% 296.478 -0.75% 0 0 0
Ermitage Excelsior Global Moderately Conservative
402.722 -0.64% 0.00% 0.00% 0.00% 360.446 -0.70% 0.00% 0.00% 0.00% 398.050 -0.64% 0.00% 0.00% 0.00% 331.403 -0.76% 0 0 0
Ermitage Excelsior Global Moderate 421.743 -0.64% 0.00% 0.00% 0.00% 375.739 -0.71% 0.00% 0.00% 0.00% 416.293 -0.64% 0.00% 0.00% 0.00% 343.759 -0.77% 0 0 0
Ermitage Excelsior Global Moderately Aggressive
430.770 -0.63% 0.00% 0.00% 0.00% 382.981 -0.70% 0.00% 0.00% 0.00% 424.950 -0.63% 0.00% 0.00% 0.00% 349.578 -0.77% 0 0 0
Ermitage Excelsior Global Aggressive 438.916 -0.62% 0.00% 0.00% 0.00% 389.539 -0.70% 0.00% 0.00% 0.00% 432.402 -0.62% 0.00% 0.00% 0.00% 354.525 -0.77% 0 0 0

Visit: [Link]
Phone: 0860 456 789
18823.74
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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