Clucasgray Equilibrium Fund Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Annually
Fund Information
Launch Date
jan 2015 11 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 1.1 Bil.


Clucasgray Equilibrium Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

Deutshe Group s Db-Trackers sold local Itrix Etfs to Sygnia in a R350 million deal in 2017.

Distributions Info (in cents)
Q1 of 2023 6.25
See Also
Aeon Active Equity Fund
Coronation Top 20 Fund
10x Top 60 Equity Index Fund
Sasfin Equity Fund
Momentum Trending Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
Prescient
Management Company
Asset Manager
ClucasGray
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.