|
| 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 |
|---|
|
|
|
|
In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
Olympiad Investment Managers was founded by Anton van Niekerk .
SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
|
|
| 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. |
|
|---|
|
|
|---|
|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|