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 87.1% since inception
  • Peer Group 58.2% 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 (Pty) Ltd is an authorised financial services provider under the Financial Sector Conduct Authority (FSCA) FSP 50733.

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

ClucasGray (Pty) Ltd is an authorised financial services provider under the Financial Sector Conduct Authority (FSCA) FSP 21117.