ClucasGray Equilibrium Prescient Fund

Meet the Portfolio Managers

Andrew Vintcent

Grant Morris

SUMMARY
The ClucasGray Equilibrium Prescient Fund is a Regulation 28 compliant fund in the Multi-Asset High Equity category. The Fund is limited to a maximum net equity exposure of 75% and a maximum net foreign exposure of 25%.

CUMULATIVE VALUE OF R100 INVESTED AT INCEPTION VS BENCHMARK

  • Fund 78.3% since inception
  • Peer Group 47.8% since inception

FUND INVESTMENT OBJECTIVE
Via superior stock selection and an active asset allocation strategy the Fund aims to provide long-term capital growth ahead of its peer group.

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
16 January 2015