ClucasGray Equity Prescient Fund
Meet the Portfolio Managers
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 stock at any one time.
CUMULATIVE VALUE OF R100 INVESTED AT INCEPTION VS BENCHMARK
- Fund 160.4% since inception
- SWIX Total Return 185.0% since inception
- Peer Group 129.4% since inception
FUND INVESTMENT OBJECTIVE
The Fund aims to provide long-term capital growth ahead of its benchmark (SWIX) and the competing unit trust category by investing in shares that are listed on the JSE. Fundamental analysis, a valuation discipline and a belief that inefficient markets create opportunities in mispriced assets underpin our process.
FUND INVESTOR PROFILE
The Fund is suitable for long-term investors seeking high levels of investment growth who can tolerate the associated levels of capital volatility.
FUND RISK INDICATOR
MINIMUM INVESTMENT REQUIREMENTS
Lump Sum: R20,000
FUND INCEPTION DATE
01 October 2011