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.
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.
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%.
ClucasGray Future Titans
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 Flexible Income
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.
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.
CGAM SA Balanced
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.
Tax Free Savings
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.
Invest up to R36,000 annually or monthly with a minimum investment of R500 and a maximum investment of R3,000.
Investment growth from dividends, interest and capital gains is tax free both during the investment period and when the money is withdrawn