ClucasGray Future Titans Prescient Fund

Meet the Portfolio Managers

Brendon Hubbard

James Clucas

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

  • Fund 163.1% since inception
  • Peer Group 156.3% 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: R20,000
Monthly: R1,000

FUND INCEPTION DATE
01 September 2009