Celerity Global Balanced Fund

Offshore Trusts

ManCo List

Funds by Name

Funds by Category

Word Search

FAQ

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) 21 100 000

Sector Rank:	17 out of 44
(lump sum over 0.5 years to 30 Jun 2025)

Overall Rank:	278 out of 558
(lump sum over 0.5 years to 30 Jun 2025)

R20000 invested on 30 Dec 2024 was worth R20 537 at 30 Jun 2025
(2.69% absolute return)

R5000 per month since 30 Dec 2024 was worth R30 698 at 30 Jun 2025
(3.94% 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