Celerity Global Balanced Fund

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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) 26 060 000

Sector Rank:	11 out of 46
(lump sum over 1 years to 31 Mar 2026)

Overall Rank:	272 out of 576
(lump sum over 1 years to 31 Mar 2026)

R20000 invested on 31 Mar 2025 was worth R20 526 at 31 Mar 2026
(2.63% annual compound return)

R5000 per month since 31 Mar 2025 was worth R58 551 at 31 Mar 2026
((4.52)% 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