ClucasGray Global Fund
Meet the Portfolio Managers
JP Maritz
SUMMARY
The ClucasGray Global Fund will invest in a concentrated portfolio of offshore developed market equities to provide long term capital appreciation and income growth. The fund is managed on the basis of the long term ownership of assets and has a bias towards high quality ideas.
FUND INVESTMENT OBJECTIVE
The objective of the Fund is to provide long-term capital growth in USD with less price variance than global equity market price variance.
FUND INVESTOR PROFILE
The Fund is high risk and is suitable for investors with a time horizon of three to five years.
FUND RISK INDICATOR
MINIMUM INVESTMENT REQUIREMENTS
Lump Sum: US$ 2 500
FUND INCEPTION DATE
15 June 2023
FUND CLASSIFICATION
Global UCITS
The Fund does not have as its objective sustainable investment, nor does it promote environmental or social characteristics. As a result, the Fund does not fall within the scope of Article 5 or Article 6 of Regulation (EU) 2020/852 of the European Parliament and of the Council on the establishment of a framework to facilitate sustainable investment. The investments underlying the Fund do not take into account the EU criteria for environmentally sustainable economic activities.