Fund Offering
Our award winning asset managers run focused actively managed portfolios.
We have a proven track record in equity selection, asset allocation, and innovation in smaller companies.
ClucasGray Fund Range
We have a focused product range aligned to our skill set. We know what we do well.
Our fund offering spans seven domestic unit trust funds, including a SA General Equity Fund, Reg 28-compliant Balanced Fund, Reg 28-compliant South African only Balanced Fund, a Global Flexible Fund, a Global UCITS Fund, Non-Top 40 Equity Fund (small- and mid-cap fund) and a Flexible Income Fund.
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.
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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 of 45%.
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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.
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ClucasGray Global Flexible
Prescient Fund
The ClucasGray Global Flexible Prescient Fund invests in a flexible portfolio of global asset classes and currencies. The Fund invests in a diversified mix of global assets and can invest up to 80% offshore.
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ClucasGray Flexible Income
Prescient Fund
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.
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ClucasGray Global Fund
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.
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CGAM SA Balanced
Prescient Fund
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.
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Tax Free Savings
Account
Our ClucasGray Tax Free Savings Account provides easy, affordable and tax efficient access to our three domestic unit trusts. Whether you are a first time investor or a seasoned investor you get to benefit from our investment management expertise at an attractive entry level.
INVESTMENT REQUIREMENTS:
Invest up to R36,000 annually or monthly with a minimum investment of R500 and a maximum investment of R3,000.
GAINS:
Investment growth from dividends, interest and capital gains is tax free both during the investment period and when the money is withdrawn