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Clucasgray Equilibrium Prescient Fund B1 (0P00015H7U)

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1.747 -0.010    -0.67%
17/12 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 1.33B
Type:  Fund
Market:  South Africa
Issuer:  Prescient Management Co
ISIN:  ZAE000193751 
Asset Class:  Equity
ClucasGray Equilibrium Prescient Fund B1 1.747 -0.010 -0.67%

0P00015H7U Overview

 
On this page you'll find an in-depth profile of Clucasgray Equilibrium Prescient Fund B1. Learn about the key management, total assets, investment strategy and contact information of 0P00015H7U among other information.
Category

ZAR/NAD Aggressive Allocation

Total Assets

1.33B

Expenses

1.20%

Inception Date

Jan 16, 2015

Investment Strategy

The objective of the fund is to deliver a reasonable level of income and moderate capital growth where the total return exceeds inflation. To achieve the objective the fund will seek opportunities to maximise returns through investing in a diversified range of equities, bonds, preference shares, money, property markets and listed and unlisted financial instruments as determined by the Registrar from time to time. There may be a maximum equity exposure of up to 75% and a maximum property exposure of up to 25%. The portfolio will predominately invest in South African markets, but is however permitted to include investments in offshore jurisdictions. The Fund will be subject to the Prudential Investment Guidelines for South African Retirement Funds.

Contact Information

Address 12 North Road
Johannesburg, 2196
South Africa
Phone +27 11 771 1960

Top Executives

Name Title Since Until
Grant Morris - 2015 Now
Biography Grant Morris joined ClucasGray in 2014 and began his career in investment management in 2000. Prior to joining ClucasGray, Grant spent 12 years at Melville Douglas where he held various portfolio management and analyst positions.
Andrew Vincent - 2015 Now
Biography Andrew has worked in the asset management industry since 1999. He spent 11 years as an analyst and portfolio manager at RMB Asset Management, where he managed Equity and Multi Asset Portfolios. He spent 5 years at Stanlib Asset Management, where he performed a number of roles including Head of Research, Portfolio Manager and a member of the Investment Exco. He is a qualified Chartered Accountant and a CFA charter holder.
James Clucas - 2015 2015
Biography James Clucas joined Cazenove as a Research Analyst in 1993. 18 Months later he was transferred to the UK as an Equity Salesman in 1994. On returning to South Africa in 1998, James was one of the founding directors of AMB-DLJ Securities heading the Institutional Sales Desk. James also did institutional sales at Andisa for 18 months before joining ClucasGray in October 2005.
Kirsty Savin - 2015 2015
Biography Kirsty Savin CFA, CFP spent 6 years in London, first working at Barclays Capital and then at Williams de Broë Investment Management, managing small cap private client portfolios. Kirsty is a Chartered Financial Analyst as well as a Certified Financial Planner. Upon her return to South Africa near the end of 2011 Kirsty joined ClucasGray to assist in both the domestic and foreign investment process of the firm. In addition Kirsty, via her analytical background, supports the overall stock selection undertaken by ClucasGray.
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