ClucasGray Equity Prescient Fund

Meet the Portfolio Managers

Andrew Vintcent

Grant Morris

SUMMARY
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
Monthly: R1,000

FUND INCEPTION DATE
01 October 2011