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| Celerity Growth Fund Fact Sheet MDD |
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Celerity Growth Fund Fact Sheet MDD
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This unit trust having landed in 2018 with the intended objective of seeking to provide investors with long-term capital growth by investing in local and global equities and non-equities.
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| High | Avg. | Low |
| R 1.50 | R 1.39 | R 1.28 |
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| Fund Sector |
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| SA – Multi Asset – Flexible |
| Fund Maximum Annual Fee * |
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0.81%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Dec 2018 |
7 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Celerity Growth Fund Unit Prices |
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The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 3.71 |
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| Q4 of 2022 | 0.40 |
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| Asset Allocation Analysis |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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