ClucasGray Flexible Income Prescient Fund

Meet the Portfolio Managers

Andrew Vintcent

Grant Morris

SUMMARY
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.

FUND INVESTMENT OBJECTIVE
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.

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: R20,000
Monthly: R1,000

FUND INCEPTION DATE
15 February 2022