ClucasGray Future Titans Prescient Fund
Meet the Portfolio Managers
Brendon Hubbard
Danie Van Zyl
SUMMARY
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.
CUMULATIVE VALUE OF R100 INVESTED AT INCEPTION VS BENCHMARK
(A1 Highest Fee Class)
- Fund 266.5% since inception
- Peer Group 224.3% since inception
FUND INVESTMENT OBJECTIVE
The primary objective of the Fund is to own fast growing, mispriced, mid- and small-cap shares, “Future Titans”, so as to achieve real long-term capital growth ahead of its benchmark.
FUND INVESTOR PROFILE
The Fund is a high risk, high return fund and should be invested in as a complementary investment to any long-term blue-chip portfolio.
FUND RISK INDICATOR
MINIMUM INVESTMENT REQUIREMENTS
Lump Sum: R10,000
Monthly: R1,000
FUND INCEPTION DATE
01 September 2009