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 three domestic unit trust funds, including a SA General Equity Fund, Reg 28-compliant Balanced Fund and a Non-Top 40 Equity Fund (small- and mid-cap 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 25%.
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.
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 R33,000 annually or monthly with a minimum investment of R500 and a maximum investment of R2,750
Investment growth from dividends, interest and capital gains is tax free both during the investment period and when the money is withdrawn