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Core Funds

Core Funds

Our Core Fund List represents quality-approved funds from PSG and external fund managers. While some of our tier 1 funds are only available to clients of PSG Wealth advisers, the balance is freely accessible via our platform.


  • Tier 1 funds

    PSG Wealth Solution Funds

    The PSG Wealth solution funds are available exclusively to clients of PSG Wealth advisers.

    If you do not have an adviser, you can find an adviser via our website.

    ASISA category Fund name Annual fund fees excl. VAT (clean class)*** Reg 28 compliant Available for TFIP* investment Only available via a PSG adviser
    South Africa - Equity - General PSG Wealth Creator Fund of Funds 0.40%

    South Africa - Multi Asset - Income PSG Wealth Income Fund of Funds 0.40%
    South Africa - Multi Asset - Low Equity PSG Wealth Preserver Fund of Funds 0.40%
    South Africa - Multi Asset - High Equity PSG Wealth Moderate Fund of Funds 0.40%
    PSG Wealth Regulation 28 Equity Portfolio** 0.40%
    South Africa - Interest Bearing - Short Term PSG Wealth Enhanced Interest Fund 0.40%
    Global - Equity - General PSG Wealth Global Creator Feeder Fund 0.40%

    Global - Multi Asset - Flexible PSG Wealth Global Moderate Feeder Fund 0.40%

    PSG Wealth Global Flexible Feeder Fund 0.40%

    Global - Multi Asset - Low Equity PSG Wealth Global Preserver Feeder Fund 0.40%


    *TFIP is a PSG Wealth Tax Free Investment Plan.

    **This portfolio is only available for investment via PSG Life issued contracts (retirement annuities, preservation funds, endowments and living annuities). It is not a Collective Investment Scheme.

    ***This is the annual investment management fee charged by the fund manager. For information on the total investment charge (TIC) please refer to the Fund Fact Sheets, which are available on the fund manager’s website.

    Read more about our Core Fund List selection process and core funds.

    In order to invest in one of our PSG Wealth solution funds, please contact your PSG Wealth adviser.

    If you do not have an adviser, you can find an adviser via our website.


    PSG Asset Management Funds

    ASISA category Fund name Annual fund fees excl. VAT(clean class)*** Reg 28 compliant Available for TFIP* investment Only available via a PSG adviser
    South Africa - Equity - General PSG Equity Fund 0.75%**
    PSG Equity Fund (TFIP only) 1.10%
    South Africa - Multi Asset - Income PSG Diversified Income Fund 0.60%
    South Africa - Multi Asset - Low Equity PSG Stable Fund 1.00%
    South Africa - Multi Asset - High Equity PSG Balanced Fund 1.00%
    South Africa - Multi Asset - Flexible PSG Flexible Fund 0.75%**
    South Africa - Interest Bearing - Short Term PSG Income Fund 0.40%
    South Africa - Interest Bearing - Money Market PSG Money Market Fund 0.30%
    Global - Equity - General PSG Global Equity Feeder Fund 0.25%
    Global - Multi Asset - Flexible PSG Global Flexible Feeder Fund 0.25%


    *TFIP is a PSG Wealth Tax Free Investment Plan.

    **The total annual fees marked with a double asterisk (**) are affected by fund performance. Further information on these performance fees can be obtained here or from your adviser.

    ***This is the annual investment management fee charged by the fund manager. For information on the total investment charge (TIC) please refer to the Fund Fact Sheets, which are available on the fund manager’s website.

    Read more about our Core Fund List selection process and core funds.

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