 CGAM SA Balanced Prescient Fund
Meet the Portfolio Managers
Andrew Vintcent
Grant Morris
SUMMARY
The ClucasGray Asset Management SA Balanced Prescient Fund is Regulation 28 compliant, investing in a balanced portfolio of South African asset classes. The Fund aims to provide medium to long-term capital growth ahead of inflation and its peer group.
CUMULATIVE VALUE OF R100 INVESTED AT INCEPTION VS BENCHMARK
(B1 Fee Class)
Source: Prescient Fund Services, Profile Data December 2024
- Fund 26.8% since inception
- Benchmark (CPI+4%) 12.2% since inception
FUND INVESTMENT OBJECTIVE
The Fund aims to achieve these objectives through an active approach to asset allocation, and via superior security selection. Fundamental analysis, a valuation discipline and a belief that inefficient markets create opportunities in mispriced assets underpin both our asset allocation and security selection process.
FUND INVESTOR PROFILE
The Fund is an ideal wealth creation vehicle for investors with a medium- to long-term investment horizon.
FUND RISK INDICATOR
MINIMUM INVESTMENT REQUIREMENTS
Lump Sum: R20,000
Monthly: R1,000
FUND INCEPTION DATE
10 July 2023