PSG Asset Management | PSG Financial Services

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PSG Asset Management

PSG Asset Management is a wholly owned subsidiary of PSG Financial Services Group. We offer a range of local and global funds, with corresponding feeder funds available from South Africa. Our long-term track record affirms the success of our proven process and offers important diversification and alpha generation benefits to patient investors. We also administer a range of PSG Wealth Solutions on the PSG Collective Investments (RF) Limited administration platform.

 

Invest with us

Our funds

We manage a suite of rand-denominated local unit trusts and offer access to global markets through both rand-denominated and foreign currency denominated global funds. 

Investment philosophy

We believe that the price you pay for an investment is extremely important and therefore our 3M approach combines a preference for attractively priced investments (our Margin of safety) with a rigorous quality overlay (assessment of Moat and Management). We follow a bottom-up, research driven investment process.

Our research teams create carefully curated buylists across all asset classes from which our fund managers construct portfolios within the parameters of the specific mandates in our focused fund range. We aim to construct portfolios which have a high likelihood of achieving the required return over a range of future scenarios. 

Our long-term track record affirms the success of our proven process, and our funds offer important diversification benefits to a blended client portfolio. Our portfolios are also good options for patient retail investors who can take a longer-term approach to ride out the occasional volatility which is part and parcel of active management.

Our approach to ESG

CSI initiatives (Constantia Primary School)

How our shipping journey showcases our 3M investment process

A macro perspective on equity markets

Meet the Asset Management team

Lyle Sankar, Chief Executive Officer
John Gilchrist, Chief Investment Officer
Greg Hopkins, Deputy-Chief Investment Officer
Nirdev Desai, Head of Sales
We will always have a long-term approach.

Latest news

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PSG Asset ManagementAngles & PerspectivesNewsletters
Welcome to the latest edition of the Angles & Perspectives - Q3 2025

In this edition, we consider what lies ahead after a strong run in equity markets and given rising levels of market concentration. Head of Research Kevin Cousins highlights the hidden risks in hugging an index. Fund Managers Shaun le Roux and Mikhail Motala unpack the drivers behind the equity rally, and share where they are currently finding opportunities locally. Finally, Fund Manager Philipp Wӧrz and Deputy Chief Investment Officer Greg Hopkins turn their focus to global markets, and explain the value of our differentiated approach.

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PSG Asset ManagementPSG AngleNewsletters
An integrated approach offers advantages – no matter where you’re investing

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PSG Asset ManagementPSG AngleNewsletters
The importance of a dynamic approach when investing in fixed income markets

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PSG Asset ManagementPSG AngleNewsletters
For multi-asset funds, it’s risk-adjusted returns that matter

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PSG Asset Management
Introducing the PSG Bond Fund

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PSG Financial Services +27 (21) 918 7800

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