 ClucasGray Equilibrium Prescient Fund
Meet the Portfolio Managers
Andrew Vintcent
Grant Morris
SUMMARY
The ClucasGray Equilibrium Prescient Fund is a Regulation 28 compliant fund in the Multi-Asset High Equity category. The Fund is limited to a maximum net equity exposure of 75% and a maximum net foreign exposure of 45%.
CUMULATIVE VALUE OF R100 INVESTED AT INCEPTION VS BENCHMARK
(C Class – Highest Fee Class)
- Fund 118.9% since inception
- Peer Group 87.1% since inception
FUND INVESTMENT OBJECTIVE
Via superior stock selection and an active asset allocation strategy the Fund aims to provide long-term capital growth ahead of its peer group.
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
16 January 2015