Clucasgray Equilibrium Fund Fact Sheet MDD
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Fund 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.
Monthly Prices
Fund Information
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
Fund Information
Launch Date
jan 2015 11 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 1.1 Bil.


Clucasgray Equilibrium Fund Unit Prices
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
Did You Know ?

DYN

DYN

Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.

Distributions Info (in cents)
Q1 of 2023 6.25
See Also
Community Growth Fund
Coronation Top 20 Fund
Clucasgray Equilibrium Fund
Optimum Equity Fund
Aluwani Top 25 Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
Prescient
Management Company
Asset Manager
ClucasGray
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.