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Clucasgray Equilibrium Fund Fact Sheet MDD |
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Clucasgray Equilibrium Fund Fact Sheet MDD
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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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High | Avg. | Low |
R 1.75 | R 1.62 | R 1.49 |
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Fund Sector |
SA – Equity – General |
Fund Maximum Annual Fee * |
0.86%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
Distribution Periods |
Annually |
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Launch Date |
jan 2015 |
10 years ago |
Fund Benchmark |
Fund Sector Average |
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Clucasgray Equilibrium Fund Unit Prices |
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The JSE allowed listings and trading of the Actively Managed ETF in 2023.
SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
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Distributions Info (in cents) |
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Asset Allocation Analysis |
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Q3 of 2023 |
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Technical data added. |
Q3 of 2023 |
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Distribution info added. |
Q3 of 2023 |
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Asset Allocation added. |
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All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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