The Fund Aims and Objectives
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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.
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The Fund Aims and Objectives
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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.
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The Technical Details
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Clucasgray Equilibrium Fund
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Fund Sector
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SA – Equity – General
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Launch Date |
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2024 years ago |
Fund Maximum Annual Fee * |
Y or N indicate if performance fee levied or not. Advisor fee included. |
Minimum Investments |
Lump Sum/Debit Order |
Asset Allocations
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Clucasgray Equilibrium Fund
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Fund Asset Allocations | Fund Size : |
H1 | | | | |
EQUITIES | . | . | . | . |
MM INSR* | . | . | . | . |
REAL ESTATE | . | . | . | . |
FOF | . | . | . | . |
OTHERS | . | . | . | . |
* Money Markets Instruments |
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The Management
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Clucasgray Equilibrium Fund
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NAV Prices
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Clucasgray Equilibrium Fund
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High | Avg. | Low |
R 1.56 | R 1.54 | R 1.49 |
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The Dividends
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Clucasgray Equilibrium Fund
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Fund Activities
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Clucasgray Equilibrium Fund
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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. |
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