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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 |
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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 |
10 years ago |
| Fund Benchmark |
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| 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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