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Celerity Global Balanced Fund Momentum Global Investment Managers Celerity Global Balanced Fund Regional Portfolio Structure(Semi-Annual Comparison) Price   Ranking Sector: Global-Asset Allocation-Prudential Size: (USD) 24 970 000   Sector Rank: 13 out of 45 (lump sum over 1 years to 31 Jan 2026)   Overall Rank: 255 out of 561 (lump sum over 1 years to 31 Jan 2026)   R20000 invested on 31 Jan 2025 was worth R20 156 at 31 Jan 2026 (0.78% annual compound return)   R5000 per month since 31 Jan 2025 was worth R59 900 at 31 Jan 2026 ((0.31)% 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, property and alternative investment strategies. As this portfolio is global in nature, exposure will be taken in a wide range of currencies and markets. The Fund is ideally suited to investors with a mediumto high risk tolerance with an investment horizon of three years or longer.   Technical Overview Benchmark: 60% MSCI AC World; 40% ICE BofA Global Broad Market Base currency: USD Formation date: 04 Sep 2024

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