ClucasGray Equity Prescient Fund

Meet the Managers

andrew

Andrew Vintcent

grant

Grant Morris

SUMMARY
The ClucasGray Equity Prescient Fund is a SA only, general equity fund. The Fund is a high conviction fund aiming to hold no more than 25 stock at any one time.

CUMULATIVE VALUE OF R100 INVESTED AT INCEPTION VS BENCHMARK

  • Fund 92.3% since inception
  • SWIX Total Return 129.6% since inception
  • Peer Group 85.9% since inception

FUND INVESTMENT OBJECTIVE
The fund aims to provide long-term capital growth ahead of its benchmark (SWIX) and the competing unit trust category by investing in shares that are listed on the JSE. Fundamental analysis, a valuation discipline and a belief that inefficient markets create opportunities in mispriced assets underpin our process.

FUND INVESTOR PROFILE
The Fund is suitable for long-term investors seeking high levels of investment growth who can tolerate the associated levels of capital volatility.

FUND RISK INDICATOR

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

FUND INCEPTION DATE
01 October 2011

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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.