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| Clucasgray Equilibrium Fund Fact Sheet MDD |
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Clucasgray Equilibrium Fund Fact Sheet MDD
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This multi-asset fund aims to provide investors with long-term capital growth that is in excess of inflation.
With active managed approach to asset allocation and superior stock selection , the fund hope to meet its stated investment objective.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Annually |
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| Launch Date |
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| jan 2015 |
11 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Clucasgray Equilibrium Fund Unit Prices |
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With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Prescient |
| Management Company |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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