ClucasGray Equilibrium Prescient Fund

Meet the Managers

andrew

Andrew Vintcent

grant

Grant Morris

SUMMARY
The ClucasGray Equilibrium Prescient Fund is a Regulation 28 compliant fund in the Multi-Asset High Equity category. The fund is limited to a maximum net equity exposure of 75% and a maximum net foreign exposure of 30%.

CUMULATIVE VALUE OF R100 INVESTED AT INCEPTION VS BENCHMARK

  • Fund 33.5% since inception
  • Peer Group 24.7% since inception

FUND INVESTMENT OBJECTIVE
Via superior stock selection and an active asset allocation strategy the fund aims to provide long-term capital growth ahead of its peer group.

FUND INVESTOR PROFILE
The fund is an ideal wealth creation vehicle for investors with a medium- to long-term investment horizon.

FUND RISK INDICATOR

MINIMUM INVESTMENT REQUIREMENTS
Lump Sum: R20,000
Monthly: R1,000

FUND INCEPTION DATE
16 January 2015

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Disclaimer

ClucasGray Asset Management is a juristic representative of ClucasGray (Pty) Ltd.

ClucasGray (Pty) Ltd is an authorised financial services provider under the Financial Services Board (FSB) registration number 21117.

Please confirm that you have read and understand the above disclaimer.