Celerity Growth Fund Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Fund Information
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
Fund Information
Launch Date
Dec 2018 8 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 388 Mil.


Celerity Growth Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.

DYN

Distributions Info (in cents)
Q2 of 2023 3.71
Q4 of 2022 0.40
See Also
Saffron Flexible Fund
Jbl Flexible FOF
4D Flexible Fund
Old Mutual Flexible Fund
Chrome Maximum Return Fund
Asset Allocation Analysis
Fund Management
Management Company
CI
Collective Investments
Asset Manager
Celerity
Investments
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.