The ClucasGray Global Fund is a focused portfolio of leading global and regional companies. The fund has a value-based approach and invests in companies where current market values do not reflect the future prospects of the company. The fund has a bias to sectors and companies that influence and benefit from global structural change and offer above average long-term growth prospects.
The fund is benchmark agnostic and aims to provide long-term US dollar capital appreciation with less volatility than equity markets.
The fund is best suited to investors looking for diverse international exposure with a minimum investment horizon of three to five years.
US $ 100,000
June 2007, Fund reconstituted on 1 September 2013 when Chris Sloan took over the management of the fund.