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 ClucasGray Equilibrium Prescient Fund

Meet the Managers

Evoto

Andrew Vintcent

Evoto

Grant Morris

SUMMARY
The ClucasGray Equilibrium Prescient Fund is a Regulation 28 compliant fund in the Multi-Asset High Equity category. The Fund is limited to a maximum net equity exposure of 75% and a maximum net foreign exposure of 45%.

CUMULATIVE VALUE OF R100 INVESTED AT INCEPTION VS BENCHMARK
(C Class – Highest Fee Class)

Source: Prescient Fund Services, Profile Data
December 2024
  • Fund 139.6% since inception
  • Peer Group 100.2% since inception

FUND INVESTMENT OBJECTIVE
Via superior stock selection and an active asset allocation strategy the Fund aims to provide long-term capital growth ahead of its peer group.

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
16 January 2015

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Disclaimer

Urgent Notice!

Dear Clients

We have become aware of a cryptocurrency-related fraudulent group operating on the Social Media platform called Telegram. The group is falsely claiming to be affiliated with ClucasGray and certain ClucasGray staff members. These fraudulent groups have also targeted other investment companies and may also be operating on other Social Media platforms. ClucasGray or its staff DO NOT promote any cryptocurrency related investments. ClucasGray is only active on LinkedIn.

If you have any queries, please contact us on clientrelations@clucasgray.co.za or call us on +2711 771 1960


  • 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.