ClucasGray Equity Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – General
Assets Under Management (R m) (Mar 2019)
R773 R 64 8.2794%
Number of Accounts (Mar 2019)
331 12 3.6253%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 757 R 695
    Local    R 757    R 695
    Foreign    R 0    R 0
Cash Instr. R 16 R 14
    Local    R 16    R 14
    Foreign    R 0    R 0
Property R 10 R 0
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The ClucasGray Equity Prescient Fund is a SA only, general equity fund.

The fund aims to provide long term capital growth ahead of its benchmark (SWIX) and the competing unit trust category by investing in any shares that are listed on the JSE.The fund is a high conviction fund aiming to hold no more than 25 stocks at any one time.Fundamental analysis, a valuation discipline and a belief that inefficient markets create opportunities in mispriced assets underpin our process
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