ClucasGray Equilibrium Fund: Small and beautiful | ClucasGray

ClucasGray Equilibrium Fund: Small and beautiful

ClucasGray Equilibrium Fund: Small and beautiful

Post on 23 January 2017

Craig Gradidge, co-founder of Gradidge-Mahura Investments is often asked which of the newer fund managers will be “the next big thing”. Lately, his attention has been caught by the ClucasGray Equilibrium Fund (CGEF). It’s a balanced fund that complies with regulation 28 of the Pensions Fund Act, and it’s managed by Andrew Vintcent (previously of Stanlib and RMB), and Grant Morris.

The fund has outperformed both the sector average and the JSE in difficult market conditions; success that Gradidge attributes the low cost structure, the company’s attitude to risk, and how they use their size advantage to benefit clients.

Read the full article here.