Fact Sheets

ClucasGray Equity
Prescient Fund

The ClucasGray Equity Prescient Fund is a SA only, general equity fund. The Fund is a high conviction fund aiming to hold no more than 25 stocks at any one time

ClucasGray Equilibrium
Prescient Fund

The ClucasGray Equilibrium Prescient Fund is a Regulation 28 compliant, multi-asset high equity fund. The Fund has a maximum net equity exposure of 75% and maximum net foreign exposure 25%

ClucasGray Flexible Income
Prescient Fund

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.

CGAM SA Balanced Prescient Fund

The CGAM SA Balanced Prescient Fund is Regulation 28 compliant, investing in a balanced portfolio of South African asset classes. The Fund aims to provide medium to long-term capital growth ahead of inflation and its peer group.

CGAM Focussed Equity AMC

The CGAM Focussed Equity is a South African equity structured note. The objective is to provide long term capital growth ahead of its benchmark (JSE Capped Swix), by investing in companies whose shares are listed on a recognised exchange in South Africa. This is a high conviction investment offering, aiming to hold no more than 15 positions at any point in time.

Fact Sheets

ClucasGray Equity Prescient Fund

ClucasGray Equilibrium Prescient Fund

ClucasGray Flexible Income Prescient Fund

CGAM SA Balanced Prescient Fund

CGAM Focussed Equity AMC

Disclaimer

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ClucasGray Equity
Prescient Fund

ClucasGray Equilibrium
Prescient Fund

ClucasGray Flexible Income
Prescient Fund