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| Celerity Growth Fund Fact Sheet MDD |
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Celerity Growth Fund Fact Sheet MDD
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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.
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| High | Avg. | Low |
| R 1.50 | R 1.44 | R 1.31 |
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| Fund Sector |
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| SA – 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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| Dec 2018 |
7 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Celerity Growth Fund Unit Prices |
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Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
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).
10X Investments acquired CoreShares in 2022.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 3.71 |
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| Q4 of 2022 | 0.40 |
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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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