Celerity Portfolio Range
Local Investment Portfolios
Celerity Conservative
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.
Click to enlargeCelerity Moderate
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
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.
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Click to enlargeCelerity Growth
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
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.
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Celerity International Growth
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
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%.
