Fact Sheets

ClucasGray Equity
Prescient Fund

The ClucasGray Equity Prescient Fund is a SA only, general equity fund. The Fund is a high conviction fund aiming to hold no more than 25 stocks at any one time

ClucasGray Equilibrium
Prescient Fund

The ClucasGray Equilibrium Prescient Fund is a Regulation 28 compliant, multi-asset high equity fund. The Fund has a maximum net equity exposure of 75% and maximum net foreign exposure 25%

ClucasGray Flexible
Income Prescient Fund

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.

ClucasGray Future
Titans Prescient Fund

The ClucasGray Future Titans Prescient Fund has a flexible mandate to invest in a range of asset classes but will typically have high exposure to South African companies outside of the Top 40 Index. The Fund is permitted to invest 25% offshore plus an additional 5% in Africa.

ClucasGray Global
Flexible Prescient Fund

The ClucasGray Global Flexible Prescient Fund invests in a diversified mix of global assets, including equities, bonds, property, preference shares, debentures, fixed interest securities and money market instruments. The Fund is required to investment a minimum of 80% offshore.

CGAM SA Balanced
Prescient Fund

The CGAM 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.

CGAM Focussed
Equity AMC

The CGAM Focussed Equity AMC is a SA only, general equity fund. The Fund is a high conviction fund aiming to hold no more than 25 stocks at any one time

ClucasGray Global
Fund (UCITS)

The ClucasGray Global Fund (UCITS) is a multi-asset high equity fund. The fund is managed on the basis of the long-term ownership of assets and has a bias towards high quality ideas.