ClucasGray Global Flexible Prescient Fund

Meet the Portfolio Managers

Guy MacRobert

JP Maritz
(Under Supervision)

SUMMARY
The ClucasGray Global Flexible Fund will invest in a diversified mix of global assets, including equities, bonds, property, preference shares, debentures, fixed interest securities and money market instruments. The Fund will employ asset and geographical allocations to reflect changing economic and market conditions to maximise returns over the long term.

FUND INVESTMENT OBJECTIVE
The ClucasGray Global Flexible Prescient Fund aims to provide medium to long-term income and capital growth over time by investing in a flexible portfolio of global asset classes and currencies.

FUND INVESTOR PROFILE
The Fund is medium risk and is suitable for investors seeking offshore exposure with a medium to long term investment horizon.

FUND RISK INDICATOR

MINIMUM INVESTMENT REQUIREMENTS
Lump Sum: R20,000
Monthly: R1,000

FUND INCEPTION DATE
31 January 2020