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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.

  • Tier 2 funds

    In order to invest in one of our Tier 2 funds, please contact your financial adviser. Alternatively, you can invest online.

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

    The following funds are available to all clients:

    ASISA category Fund name Class Annual fund fees excl. VAT** Reg 28 compliant Available for TFIP* investment
    South Africa - Equity - General Allan Gray Equity Fund C 0.85%

    Coronation Equity Fund D 0.85%

    Coronation Top 20 Fund P 0.60%

    Foord Equity Fund B2 0.60%

    Old Mutual Investors’ Fund A 1.35%

    Old Mutual Investors’ Fund B1 1.00%

    Prudential Dividend Maximiser Fund B 0.85%

    South African - Multi Asset - High Equity Allan Gray Balanced Fund C 0.80%
    Coronation Balanced Plus Fund P 0.85%
    Foord Balanced Fund B2 0.60%
    Investec Managed Fund H 0.55%
    Investec Opportunity Fund E 1.00%
    Prudential Balanced Fund B 0.60%
    SIM Balanced Fund B3 0.60%
    South Africa - Multi Asset - Medium Equity Old Mutual Albaraka Balanced Fund B1 1.00%
    South Africa - Multi Asset - Low Equity Coronation Balanced Defensive Fund P 0.85%
    Nedgroup Investments Stable Fund A2 0.95%
    Prudential Inflation Plus Fund B 0.60%
    SIM Inflation Plus Fund B4 0.60%
    South Africa - Multi Asset - Income Coronation Strategic Income Fund P 0.45%
    Nedgroup Investments Flexible Income Fund B1 0.50%
    Prescient Income Provider Fund A2 0.50%
    Prudential Enhanced Income Fund D 0.50%
    SIM Active Income Fund B4 0.60%
    Global - Equity - General Coronation Global Opportunities Equity Feeder Fund D 0.15%

    Coronation Global Opportunities Equity Feeder Fund P 0.45%

    Investec Equity Fund H 0.45%

    Investec Global Franchise Feeder Fund H 0.35%
    Nedgroup Investments Global Equity Feeder Fund B2 1.1%

    Old Mutual Global Equity Fund A 1.75%

    STANLIB Global Equity Feeder Fund A 1.35%

    Global - Multi Asset- High Equity Investec Global Strategic Managed Feeder Fund H 1.10%

    Global - Multi Asset - Low Equity Investec Global Multi-Asset Income Feeder Fund H 0.35%

    Global - Real Estate - General STANLIB Global Property Feeder Fund B1 0.60%

    Worldwide - Multi Asset - Flexible Coronation Optimum Growth Fund D 0.75%

    Foord Flexible Fund of Funds B2 0.60%


    *TFIP is a PSG Wealth Tax Free Investment Plan.

    **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 Tier 2 funds, please contact your financial adviser. Alternatively, you can invest online.

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

Copyright © PSG Konsult Ltd (1998-2019), All Rights Reserved. FAIS affiliates of the PSG Konsult Group are authorised financial services providers.