USA
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Liberty All-Star Equity Fund

๐Ÿ‡บ๐Ÿ‡ธ NYSE/NASDAQ

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๐Ÿ‘‘ Overview

๐Ÿ“ˆ Performance

๐Ÿ’ต Cost

๐Ÿƒ Esg

๐Ÿค“ Advanced

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Community

๐Ÿ“ˆ

+ 2.11%
Annual Growth

5 years average annual growth

๐ŸŒ

0
Pearlers Invested

Since January 2020

๐Ÿ‘‘ Overview

Key information
๐Ÿ”Ž Fund Overview

Liberty All-Star Equity Fund (the Fund) is a diversified, closed-end management investment company. The Fund's investment objective is to seek total investment return, comprised of long-term capital appreciation and current income. The Fund seeks its investment objective through investment primarily in a diversified portfolio of equity securities. The Fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, defined as common stocks and securities convertible into common stocks such as bonds and preferred stocks, and securities having common stock characteristics such as warrants and rights to purchase equity securities (although, as a non-fundamental policy, not more than 20% of the value of the Fundโ€™s total assets may be invested in rights and warrants). The Fund may lend its portfolio securities, write covered call and put options and engage in options and futures strategies. The Fund's investment advisor is ALPS Advisors, Inc.

๐Ÿ“ˆ Performance

Price History*

+20.74%

1M

1Y

10Y

Graph

Table

* US price history does not take into account stock splits

How could long term investing grow your wealth?*

Based on an initial investment of

$

and recurring investments every

for

$

Your wealth could grow to...
$64,880.97

after 5 years

$135,293.76

after 10 years

*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.

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๐Ÿ’ต Investing amount calculator

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โฑ๏ธ Investing duration calculator

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๐Ÿ’ต Costs

๐Ÿ’ต

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

๐Ÿ’ผ

N/A
Management Fee

Included in unit price, not charged by Pearler

๐Ÿ’ธ

Want to know the long term costs?
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๐Ÿ’ธ Net fee calculator

๐Ÿค“ Advanced information

Technical Info

๐Ÿ’ฐ Price*

$7.19

*Price may be up to 24 hours old

๐Ÿ‘ฉโ€๐Ÿ‘ฉโ€๐Ÿ‘ฆ Community Insights

How our community is investing

๐ŸŒ Pearlers invested in USA

0

๐Ÿ“Š Total Capital Earnings

N/A

๐Ÿ”ƒ Average investment frequency

N/A

๐Ÿ’ต Average investment amount

N/A

โฐ Last time a customer invested in USA

N/A
USA investor breakdown
๐Ÿ’ต Income of investors

More than 200k

150k - 200k

100k - 150k

50k - 100k

Less than 50k

๐Ÿ‘ถ Age of investors

18 - 25

26 - 34

35 - 90

๐Ÿ™‹ Legal gender of investors

Female

Male

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๐Ÿ™Œ Performance (5Yr p.a)

8.14%

๐Ÿ“Š Share price

$23.61 USD

๐Ÿ“ˆ HIGH PRICE GROWTH

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๐Ÿ™Œ Performance (5Yr p.a)

-4.35%

๐Ÿ“Š Share price

$57.44 USD
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