|
| Celerity Growth Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Celerity Growth Fund Fact Sheet MDD
|
|---|
|
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.
|
|
| Fund Sector |
|---|
| SA – Multi Asset – Flexible |
| Fund Maximum Annual Fee * |
|---|
0.81%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Dec 2018 |
8 years ago |
| Fund Benchmark |
|---|
| Fund Sector Average |
|
| Celerity Growth Fund Unit Prices |
|---|
|
|
|
|
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.
|
|
| Distributions Info (in cents) |
|---|
| | |
|---|
| Q2 of 2023 | 3.71 |
|---|
| Q4 of 2022 | 0.40 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| CI |
| Collective Investments |
|
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|