ClucasGray Equity Prescient Fund | ClucasGray

ClucasGray Equity Prescient Fund

ClucasGray Equity Prescient Fund

ClucasGray
Equity
Prescient Fund

Summary:

The Equity Fund is a high conviction fund aiming to hold no more than 25 stocks at any one time. The fund is a SA equity fund with no global equity exposure.

Investment Objective:

Via superior stock selection the fund aims to provide long term capital growth ahead of its benchmark (SWIX) and the competing unit trust category (South African General Equity Index).

INVESTOR PROFILE:

The fund is suitable for long-term investors seeking high levels of investment growth, who can tolerate the associated high levels of capital volatility.

RISK INDICATOR:

High

INCEPTION DATE:

1 October 2011

FUND MANAGER PROFILES:

Andrew Vintcent, Grant Morris