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 ?

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.

Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.

Distributions Info (in cents)
Q1 of 2023 6.25
See Also
SIM Select Equity Fund
Hollard Equity Fund
Momentum Trending Equity Fund
Foundation Equity Fund
Old Mutual Multi-Managers Equity FOF
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.