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1.7153
+0.0004
(+0.023%)
NAV price (ZAR) Tue 19 Nov 2024 (change prev day)
Fund Performance
| Period Return %Growth of R1 000 |
 |
| * Not annualised |
| Period Return %Growth of R1 000 |
|
| * Not annualised |
Key Facts and Fund Objective
| Key Facts |
| Formation Date | 21 Jan 2015 |
| Fund Size (ZAR) | 1 256 271 016 |
| Latest Price | 171.53 |
| PlexCrowns |  |
| Total Expense Ratio (30/09) | 0.85% |
| Minimum Investment | R20 000 |
| TTM Distribution Yield | 4.22% |
| Key Facts |
| Formation Date | 21 Jan 2015 |
| Fund Size (ZAR) | 1 256 271 016 |
| Latest Price | 171.53 |
| PlexCrowns | |
| Total Expense Ratio (30/09) | 0.85% |
| Minimum Investment | R20 000 |
| TTM Distribution Yield | 4.22% |
| Fund Objective |
The ClucasGray Equilibrium Prescient Fund is a Regulation 28 compliant, multi-asset high equity fund. The fund aims to provide long term capital growth ahead of its peer group by delivering both income and capital growth in excess of inflation over time. The fund aims to achieve these objectives through an active approach to asset allocation, and via superior stock selection. Fundamental analysis, a valuation discipline and a belief that inefficient markets create opportunities in mispriced assets underpin both our asset allocation and stock selection process.
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| Fund Objective |
The ClucasGray Equilibrium Prescient Fund is a Regulation 28 compliant, multi-asset high equity fund. The fund aims to provide long term capital growth ahead of its peer group by delivering both income and capital growth in excess of inflation over time. The fund aims to achieve these objectives through an active approach to asset allocation, and via superior stock selection. Fundamental analysis, a valuation discipline and a belief that inefficient markets create opportunities in mispriced assets underpin both our asset allocation and stock selection process.
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|
| Fund Objective |
The ClucasGray Equilibrium Prescient Fund is a Regulation 28 compliant, multi-asset high equity fund. The fund aims to provide long term capital growth ahead of its peer group by delivering both income and capital growth in excess of inflation over time. The fund aims to achieve these objectives through an active approach to asset allocation, and via superior stock selection. Fundamental analysis, a valuation discipline and a belief that inefficient markets create opportunities in mispriced assets underpin both our asset allocation and stock selection process.
|
|
| Fund Objective |
The ClucasGray Equilibrium Prescient Fund is a Regulation 28 compliant, multi-asset high equity fund. The fund aims to provide long term capital growth ahead of its peer group by delivering both income and capital growth in excess of inflation over time. The fund aims to achieve these objectives through an active approach to asset allocation, and via superior stock selection. Fundamental analysis, a valuation discipline and a belief that inefficient markets create opportunities in mispriced assets underpin both our asset allocation and stock selection process.
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