Clucasgray Equilibrium Fund MDD
Page Table of Content
Fund Objectives Fund Technicals NAV Prices
Dividends Management Asset Allocations
Fund Activities

The Fund Aims and Objectives

This multi-asset fund aims to provide investors with long-term capital growth that is in excess of inflation.
With active managed approach to asset allocation and superior stock selection , the fund hope to meet its stated investment objective.

The Technical Details

Clucasgray Equilibrium Fund
Fund Sector
SA – Equity – General
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

NAV Prices

Clucasgray Equilibrium Fund
May 24
R 1.52    R 0.03
   2.01%
High Avg. Low
R 1.56 R 1.54 R 1.49

The Dividends

Clucasgray Equilibrium Fund
Total Distributions

The Management

Clucasgray Equilibrium Fund

Asset Allocations

Clucasgray Equilibrium Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

Fund Activities

Clucasgray Equilibrium Fund

Did You Know ?
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.

See Also

Denker Equity Fund
36One Sa Equity Fund
Ashburton Equity Fund
Anchor Equity Fund
Truffle General Equity Fund
©2012-2024 NGCSOFT

SA - MA - I
SA - E - G -
SA - E - LC -
G - MA - F -
SA - IB - VT -
G - E - G -
SA - MA - F -
R - MA - F -
SA - RE - G -
SA - MA - HE -

The Fund Aims and Objectives

This multi-asset fund aims to provide investors with long-term capital growth that is in excess of inflation.
With active managed approach to asset allocation and superior stock selection , the fund hope to meet its stated investment objective.

The Technical Details

Clucasgray Equilibrium Fund
Fund Sector
SA – Equity – General
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

Asset Allocations

Clucasgray Equilibrium Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

The Management

Clucasgray Equilibrium Fund

See Also

Allan Gray Equity Fund
Satrix Quality Index Fund
Element Earth Equity Fund
Clucasgray Equilibrium Fund
Nedgroup Investments Rainmaker Fund

NAV Prices

Clucasgray Equilibrium Fund
May 24
R 1.52    R 0.03
   2.01%
High Avg. Low
R 1.56 R 1.54 R 1.49

The Dividends

Clucasgray Equilibrium Fund
Total Distributions

Fund Activities

Clucasgray Equilibrium Fund
Did You Know ?
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
Foord BCI Coronation Momentum Nedgroup
©2012-2024 NGCSOFT