Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
ClucasGray Equilibrium Prescient Fund  |  South African-Multi Asset-High Equity
Reg Compliant
2.0379    -0.0159    (-0.774%)
NAV price (ZAR) Thu 26 Mar 2026 (change prev day)


CGEA1 A1-Class Performance Charts
3 months performance chart
6 months performance chart
1 year performance chart
3 years performance chart
     Fund        Benchmark
Performance Overview
R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 0.67% 1006.70 1007.73
6 Mnths* 9.66% 1096.60 1008.70
1 Year 22.34% 1223.40 1028.60
3 Years 16.20% 1569.00 1040.22
5 Years 14.58% 1975.20
10 Years 10.66% 2752.60 1048.53
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -3.34% 293.37 301.93
6 Mnths* 3.44% 612.17 604.25
1 Year 17.00% 1316.46 1216.56
3 Years 16.39% 4673.21 3396.45
5 Years 14.29% 8791.69 5770.29
10 Years 11.92% 23128.86 12410.49
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     ClucasGray Equilibrium Prescient Fund - A1 Class       Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised

Powered by ProfileData
Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

Follow us on: