ClucasGray Equilibrium Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – General
Assets Under Management (R m) (Mar 2019)
R706 R 127 17.988%
Number of Accounts (Mar 2019)
209 8 3.8277%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 505 R 410
    Local    R 428    R 357
    Foreign    R 78    R 53
Cash Instr. R 37 R 29
    Local    R 37    R 29
    Foreign    R 25    R 29
Property R 21 R 21
On FoF R 20 R 15
Fund Investment Aims, Objective and/or Universe
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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