The ClucasGray Equilibrium Fund
Provider: ClucasGray Asset Management
Risk Level: Medium high
Ideal Time Horizon: 03, 04, 05, 06, 07, 08, 09, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50
Investment Type: Unit Trust
Fund Description:
The Equilibrium Fund is a Regulation 28 compliant fund in the Multi-Asset High Equity category.
The fund has a maximum net equity exposure of 75% and a maximum net foreign exposure of 25% and aims to provide long term capital growth ahead of its peer group. It is an ideal wealth creation vehicle for investors with a medium to long-term investment horizon.
Benchmark Used: Market value-weighted average return of ASISA category
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 8.7% | 2.7% |
| 3 Years | 8.1% | 4.9% |
Minimum lump sum investment: R20 000
Annual Cost: 0.98%
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