Investment Solutions

BE LIKE STEVE – STAY INVESTED WITH CELERITY

With our tailored investment solutions for any of your needs, you can be like Steve, you just need to stay invested.

Celerity Portfolio Range

Local Investment Portfolios

Celerity Conservative

The objective of this portfolio is to provide investors with income and conservative capital growth with a focus on capital preservation.

The portfolio aims to generate a return of SA inflation + 2% p.a. over any rolling 3-year period and maintains a low-risk profile.

No more than 25% of the portfolio will be invested offshore, and it will have an equity exposure of up to 40%.

These graphs show the typical range of returns that an investor could expect over different investment horizons:

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Celerity Moderate

The objective of this portfolio is to provide investors with moderate capital growth.

The portfolio aims to generate a return of SA inflation + 4% p.a. over any rolling 5-year period and maintains a moderate risk profile.

The portfolio will have an equity exposure of up to 60% and will at all times adhere to the guidelines set by Regulation 28.

These graphs show the typical range of returns that an investor could expect over different investment horizons:

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Celerity Balanced

The objective of this portfolio is to deliver long-term capital growth.

The portfolio aims to generate a return of SA inflation + 6% p.a. over any rolling 7-year period, and the portfolio maintains a high-risk profile.

No more than 25% of the portfolio will be invested offshore, and it will have an equity exposure of up to 75%.

These graphs show the typical range of returns that an investor could expect over different investment horizons:

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Celerity Growth

The objective of this portfolio is to deliver long-term capital growth through equity-centric investments.

The portfolio aims to outperform the FTSE/JSE All Share Index over any rolling 5-year period and maintains a high-risk profile.

The portfolio will have an equity exposure of no less than 80% and therefore does not adhere to guidelines set by Regulation 28.

These graphs show the typical range of returns that an investor could expect over different investment horizons:

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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 75% exposure to equities.

These graphs show the typical range of returns that an investor could expect over different investment horizons:

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Celerity International Feeder Growth

The objective of this portfolio is to deliver long-term capital growth, and it maintains a high-risk profile.

The portfolio will mainly be invested offshore, and it will have an equity exposure no less than 80%.

These graphs show the typical range of returns that an investor could expect over different investment horizons:

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Celerity Global Growth

The objective of this portfolio is to deliver long-term capital growth.

This portfolio maintains a high-risk profile as it will have an equity exposure between 80% and 100%.

These graphs show the typical range of returns that an investor could expect over different investment horizons:

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