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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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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Annually |
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| Launch Date |
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| jan 2015 |
11 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Clucasgray Equilibrium Fund Unit Prices |
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In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Prescient |
| Management Company |
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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