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
Dec 24
R 1.75    R 0.00
   0%
High Avg. Low
R 1.75 R 1.62 R 1.49
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 10 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 ?

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.

Distributions Info (in cents)
Q1 of 2023 6.25
See Also
Satrix Divi Plus ETF
Aeon Active Equity Fund
Dotport Equity Fund
Truffle General Equity Fund
Old Mutual Investors Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.