Celerity Global Balanced Fund

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Celerity Global Balanced Fund

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) 20 800 000

Sector Rank:	12 out of 44
(lump sum over 0.5 years to 28 Feb 2025)

Overall Rank:	243 out of 550
(lump sum over 0.5 years to 28 Feb 2025)

R20000 invested on 28 Aug 2024 was worth R21 303 at 28 Feb 2025
(6.52% absolute return)

R5000 per month since 28 Aug 2024 was worth R31 295 at 28 Feb 2025
(7.25% 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