Fund Information

Celerity Conservative FFS 2021-06

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 Conservative FFS

Celerity Moderate FFS 2021-06

Celerity Moderate FFS 2021-06

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 Moderate FFS
Celerity Balanced FFS 2021-06

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 Balanced FFS

Celerity Balanced FFS - 2021-02

elerity Growth FFS 2021-06

Celerity Growth FFS 2021-06

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.

Celerity Global Growth FFS

International investment portfolios

Celerity Global Balanced FFS 2021-06

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 Global Balanced FFS

Celerity Global Balanced FFS 2021-06

Celerity International Growth FFS 2021-06

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 International Growth FFS
Celerity Global Growth FFS 2021-06

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 Global Growth FFS
Celerity Euro Balanced FFS 2021-06

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 Euro Balanced FFS
Celerity Diversified FFS 2021-06

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 Diversified FFS

Celerity Diversified FFS 2021-06