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 Segregated Mandates

Meet the Managers

andrew

Andrew Vintcent

grant

Grant Morris

SUMMARY
The Clucas Gray Equity Fund is a SA only, general equity fund. The Fund is a high conviction fund aiming to hold no more than 25 stock at any one time.

CUMULATIVE PERFORMANCE SINCE INCEPTION

  • Fund
  • SWIX Total return

FUND INVESTMENT OBJECTIVE
The fund aims to provide long-term capital growth ahead of its benchmark (SWIX) and the competing unit trust category by investing in shares that are listed on the JSE. Fundamental analysis, a valuation discipline and a belief that inefficient markets create opportunities in mispriced assets underpin our process.

FUND INVESTOR PROFILE
The Fund is suitable for long-term investors seeking high levels of investment growth who can tolerate the associated levels of capital volatility.

FUND RISK INDICATOR

MINIMUM INVESTMENT REQUIREMENTS
Lump Sum: R20,000
Monthly: R1,000

FUND INCEPTION DATE
01 October 2011

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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.