|
| Clucasgray Equilibrium Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Clucasgray Equilibrium Fund Fact Sheet MDD
|
|---|
|
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.
|
|
| 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 |
|
| Launch Date |
|---|
| jan 2015 |
11 years ago |
| Fund Benchmark |
|---|
| Fund Sector Average |
|
| Clucasgray Equilibrium Fund Unit Prices |
|---|
|
|
|
|
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) |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| Prescient |
| Management Company |
|
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|