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ClucasGray Flexible Income Prescient Fund

Meet the Managers

andrew

Andrew Vintcent

grant

Grant Morris

SUMMARY
The ClucasGray Flexible Income Prescient Fund will aim to provide medium to long-term income and capital growth over time by investing mainly in income generating assets.

CUMULATIVE VALUE OF R100 INVESTED AT INCEPTION VS BENCHMARK
(B1 Fee Class)

Source: Prescient Fund Services, Profile Data
September 2024

  • Fund 28.2% since inception
  • Peer Group 26.8% since inception

FUND INVESTMENT OBJECTIVE
The Fund will invest in a diversified mix of assets, including equities, bonds, property, preference shares, debentures, fixed interest securities, money market instruments and listed financial instruments..

FUND INVESTOR PROFILE
The Fund is an ideal wealth creation vehicle for investors with a medium- to long-term investment horizon.

FUND RISK INDICATOR

MINIMUM INVESTMENT REQUIREMENTS
Lump Sum: R10,000
Monthly: R1,000

FUND INCEPTION DATE
15 February 2022

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Disclaimer

ClucasGray Asset Management (Pty) Ltd is an authorised financial services provider under the Financial Sector Conduct Authority (FSCA) FSP 50733.

ClucasGray Asset Management (Pty) Ltd is also a juristic representative of ClucasGray (Pty) Ltd.

ClucasGray (Pty) Ltd is an authorised financial services provider under the Financial Sector Conduct Authority (FSCA) FSP 21117.