Celerity Sterling Balanced Fund A GBP

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Celerity Sterling Balanced Fund A GBP

Celerity Sterling Balanced Fund A GBP

Momentum Global Investment Managers
	Celerity Sterling Balanced Fund A GBP
		Regional Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Asset Allocation-Prudential
Size:	(GBP) 9 600 000

Sector Rank:	31 out of 44
(lump sum over 0.5 years to 28 Feb 2025)

Overall Rank:	399 out of 550
(lump sum over 0.5 years to 28 Feb 2025)

R20000 invested on 28 Aug 2024 was worth R20 687 at 28 Feb 2025
(3.44% absolute return)

R5000 per month since 28 Aug 2024 was worth R30 868 at 28 Feb 2025
(4.89% annual return compounded monthly)

Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.

Management
Momentum Global Investment Management

Focus and Objective
The primary objective of the Fund is to provide a balance between capital preservation and capital growth over the full investment cycle in local currency terms with a reduced level of volatility. The diversified portfolio invests into a wide range of asset classes including cash, fixed income, high yield, equities and property. As this portfolio has been designed for investors for whom sterling is the base currency, typically two thirds of the portfolio will be held in Sterling based investments. The Fund is ideally suited to investors with a medium to high risk tolerance with an investment horizon of three years or longer.

Technical Overview
Benchmark:	30% MSCI UK; 30% MSCI AC World; 35% ICE BofA Sterling Broad Market; 5% ICE BofA Global Broad Market
Base currency:	GBP	Minimum lump sum:	Ł7 500
Formation date:	18 Apr 2007	Pricing system:	Forward