 ClucasGray Flexible Income Prescient Fund
Meet the Portfolio Managers
Andrew Vintcent
Grant Morris
SUMMARY
The ClucasGray Flexible Income Prescient Fund will aim to provide medium to long-term income and capital growth over time by investing mainly in income generating assets.
CUMULATIVE VALUE OF R100 INVESTED AT INCEPTION VS BENCHMARK
(B1 Fee Class)
- Fund 19.7% since inception
- Peer Group 20.5% since inception
FUND INVESTMENT OBJECTIVE
The Fund will invest in a diversified mix of assets, including equities, bonds, property, preference shares, debentures, fixed interest securities, money market instruments and listed financial instruments.
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: R10,000
Monthly: R1,000
FUND INCEPTION DATE
15 February 2022