ClucasGray Equilibrium Prescient Fund | ClucasGray

ClucasGray Equilibrium Prescient Fund

ClucasGray Equilibrium Prescient Fund

ClucasGray
Equilibrium
Prescient Fund

Summary:

The Equilibrium 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 25%.

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.

INVESTOR PROFILE:

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

RISK INDICATOR:

Mid-High

FUND INCEPTION DATE:

16 January 2015

FUND MANAGER PROFILES:

Andrew Vintcent, Grant Morris