Celerity Conservative FFS - 2022-11
The portfolio seeks to provide investors with income and conservative capital growth with a focus on capital
preservation.
It aims to achieve a return in
the range of 2% above inflation over rolling three-year periods.
This will be done by investing in a spread of equity securities, non-equity securities, money market, property and
listed and unlisted financial instruments, both locally and abroad. The portfolio maintains a low risk profile and the
portfolio's equity exposure will be limited to a maximum of 40% of the portfolio's net asset value
The portfolio will comply with Regulation 28 of the Pension Funds Act.
Celerity Moderate FFS - 2022-11
The portfolio seeks to provide investors with moderate capital growth.
It aims to achieve a return in
the range of 4% above inflation over rolling five-year periods.
This will be done by investing in a spread of equity securities, non-equity securities, money market, property and
listed and unlisted financial instruments, both locally and abroad. The portfolio maintains a moderate risk profile and
the portfolio's equity exposure will be limited to a maximum of 60% of the portfolio's net asset value.
The portfolio will comply with Regulation 28 of the Pension Funds Act.
Celerity Balanced FFS - 2022-11
The portfolio seeks to provide investors with long term capital growth.
It aims to achieve a return in
the range of 6% above inflation over rolling seven-year periods.
This will be done by investing in a spread of equity securities, non-equity securities, money market, property and
listed and unlisted financial instruments, both locally and abroad. The portfolio maintains a high risk profile and the
portfolio's equity exposure will be limited to a maximum of 75% of the portfolio's net asset value.
The portfolio will comply with Regulation 28 of the Pension Funds Act.
Celerity Growth FFS - 2022-11
The portfolio seeks to provide investors with long term capital growth by investing in local and global equity and
non-equity securities.
It aims to achieve a return in
the range of the South African Multi-Asset Flexible category average.
This will be done by investing in a spread of equity securities, non-equity securities, money market, property and
listed and unlisted financial instruments, both locally and abroad.
The portfolio maintains a high risk profile and shall have the maximum flexibility to vary assets between
various markets and asset classes to reflect the changing economic and market conditions.
International investment portfolios
Celerity Global Balanced FFS - 2022-11
The objective of this portfolio is to provide investors with moderate capital growth
The portfolio aims to outperform
a composite benchmark of equities and bonds.
This portfolio maintains a medium risk profile and is limited to a maximum of 65% exposure to equities.
Celerity International Growth FFS - 2022-11
The portfolio seeks to provide investors with long term capital growth.
It maintains a high risk profile
and at least 80% of the portfolio's net asset value will be invested outside of South Africa, with no more than 80%
exposure to assets of a specific geographical region.
The portfolio has maximum flexibility to vary assets between various markets and asset classes to reflect the
changing economic and market conditions.
Celerity Global Growth FFS - 2022-11
The objective of this portfolio is to deliver long term capital growth.
This portfolio maintains a high
risk profile and will have an equity exposure between 80% and 100%.
Celerity Euro Balanced FFS - 2022-11
The objective of this portfolio is to provide investors with moderate capital growth.
The portfolio aims to outperform
a composite benchmark of equities and bonds.
This portfolio maintains a medium risk profile and is limited to a maximum of 65% exposure to equities.
Celerity Diversified FFS - 2022-11
The investment objective of the portfolio is to deliver long term capital growth while aiming to achieve returns in
excess of US inflation in Rand terms.
The portfolio will aim to achieve
this by providing investors with an equity biased portfolio, consisting of foreign securities as well as local
securities that earn most of their revenue from outside South Africa, and will invest a minimum of 22% of the
portfolio's net asset value outside of South Africa at all times.
The portfolio maintains a high risk profile and the portfolio's equity exposure will typically lie between 40% and 75%
of the portfolio's net asset value.
The portfolio will comply with prudential investment guidelines to the extent allowed by the Act.
Celerity Global Balanced (On Allan Gray)-2022-11
The objective of this portfolio is to provide investors with moderate capital growth.
The portfolio aims to outperform
a composite benchmark of equities and bonds.
This portfolio maintains a medium risk profile and is limited to a maximum of 65% exposure to equities.
Celerity Conservative FFS - 2022-10
The portfolio seeks to provide investors with income and conservative capital growth with a focus on capital
preservation.
It aims to achieve a return in
the range of 2% above inflation over rolling three-year periods.
This will be done by investing in a spread of equity securities, non-equity securities, money market, property and
listed and unlisted financial instruments, both locally and abroad. The portfolio maintains a low risk profile and the
portfolio's equity exposure will be limited to a maximum of 40% of the portfolio's net asset value
The portfolio will comply with Regulation 28 of the Pension Funds Act.
Celerity Moderate FFS - 2022-10
The portfolio seeks to provide investors with moderate capital growth.
It aims to achieve a return in
the range of 4% above inflation over rolling five-year periods.
This will be done by investing in a spread of equity securities, non-equity securities, money market, property and
listed and unlisted financial instruments, both locally and abroad. The portfolio maintains a moderate risk profile and
the portfolio's equity exposure will be limited to a maximum of 60% of the portfolio's net asset value.
The portfolio will comply with Regulation 28 of the Pension Funds Act.
Celerity Balanced FFS - 2022-10
The portfolio seeks to provide investors with long term capital growth.
It aims to achieve a return in
the range of 6% above inflation over rolling seven-year periods.
This will be done by investing in a spread of equity securities, non-equity securities, money market, property and
listed and unlisted financial instruments, both locally and abroad. The portfolio maintains a high risk profile and the
portfolio's equity exposure will be limited to a maximum of 75% of the portfolio's net asset value.
The portfolio will comply with Regulation 28 of the Pension Funds Act.
Celerity Growth FFS - 2022-10
The portfolio seeks to provide investors with long term capital growth by investing in local and global equity and
non-equity securities.
It aims to achieve a return in
the range of the South African Multi-Asset Flexible category average.
This will be done by investing in a spread of equity securities, non-equity securities, money market, property and
listed and unlisted financial instruments, both locally and abroad.
The portfolio maintains a high risk profile and shall have the maximum flexibility to vary assets between
various markets and asset classes to reflect the changing economic and market conditions.
International investment portfolios
Celerity Global Balanced FFS - 2022-10
The objective of this portfolio is to provide investors with moderate capital growth
The portfolio aims to outperform
a composite benchmark of equities and bonds.
This portfolio maintains a medium risk profile and is limited to a maximum of 65% exposure to equities.
Celerity International Growth FFS - 2022-09
The portfolio seeks to provide investors with long term capital growth.
It maintains a high risk profile
and at least 80% of the portfolio's net asset value will be invested outside of South Africa, with no more than 80%
exposure to assets of a specific geographical region.
The portfolio has maximum flexibility to vary assets between various markets and asset classes to reflect the
changing economic and market conditions.
Celerity Global Growth FFS - 2022-10
The objective of this portfolio is to deliver long term capital growth.
This portfolio maintains a high
risk profile and will have an equity exposure between 80% and 100%.
Celerity Euro Balanced FFS - 2022-10
The objective of this portfolio is to provide investors with moderate capital growth.
The portfolio aims to outperform
a composite benchmark of equities and bonds.
This portfolio maintains a medium risk profile and is limited to a maximum of 65% exposure to equities.
Celerity Diversified FFS - 2022-10
The investment objective of the portfolio is to deliver long term capital growth while aiming to achieve returns in
excess of US inflation in Rand terms.
The portfolio will aim to achieve
this by providing investors with an equity biased portfolio, consisting of foreign securities as well as local
securities that earn most of their revenue from outside South Africa, and will invest a minimum of 22% of the
portfolio's net asset value outside of South Africa at all times.
The portfolio maintains a high risk profile and the portfolio's equity exposure will typically lie between 40% and 75%
of the portfolio's net asset value.
The portfolio will comply with prudential investment guidelines to the extent allowed by the Act.
Celerity Global Balanced (On Allan Gray)-2022-09
The objective of this portfolio is to provide investors with moderate capital growth.
The portfolio aims to outperform
a composite benchmark of equities and bonds.
This portfolio maintains a medium risk profile and is limited to a maximum of 65% exposure to equities.