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| Celerity International Growth Fund Fact Sheet MDD |
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Celerity International Growth Fund Fact Sheet MDD
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The investment objective of this international fund is to provide invested investors with long-term capital growth.
While trying meeting its stated objective the fund will have a maximum flexible to vary asset allocation between various markets and asset classes to reflect the changing economic and market conditions to meet its objective.
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| Fund Sector |
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| Global – 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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| Feb 2019 |
7 years ago |
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| Celerity International Growth Fund Unit Prices |
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Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 1.21 |
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| Q4 of 2022 | 0.00 |
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| Asset Allocation Analysis |
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| CI |
| Collective Investments |
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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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