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Fund Fact Sheets

Fund Fact Sheets

Fund Fact Sheets: 31 October 2016

We manage a suite of rand-denominated local unit trusts. We also give you access to global markets through rand-denominated unit trusts that invest internationally, and foreign currency denominated global funds. This allows you to cater to your individual investment needs.

Local Unit Trusts

PSG Core Funds

Fund Objective Downloads

PSG Equity Fund

To provide outstanding capital growth and deliver consistent upper-quartile returns within an acceptable risk profile.

PSG Flexible Fund

To achieve superior medium- to long-term capital growth through exposure to selected sectors of the equity market, and/or the gilt market and/or the money market.

PSG Balanced Fund

Long-term capital growth and a reasonable level of income for investors.

PSG Stable Fund

To generate a performance return of CPI + 3% over a rolling three-year period after costs, while aiming to achieve capital appreciation with low volatility and low correlation to equity markets through all market cycles.

PSG Diversified Income Fund

To generate both tax-free and taxable income from a mix of high-yielding equity securities, property, bonds, preference shares and assets in liquid form, both locally and abroad.

PSG Income Fund

To maximise income while achieving long-term capital appreciation as interest rate cycles allow.

PSG Money Market Fund

To obtain a high level of income as is consistent with capital preservation and liquidity.

PSG Global Equity Feeder Fund

To outperform the average of the world's equity markets, as represented by the MSCI Daily Total Return Net World USD.

PSG Global Flexible Feeder Fund

To achieve superior medium to long-term capital growth through exposure to selected sectors of the global equity, bond and money markets.

Combined Fund Fact Sheets

Fund Fact Sheets Archives

Combined Quarterly Portfolio Commentaries

Quarterly Commentary Portfolio Archives

Global Funds

Invest in other Currencies

PSG Core Funds

Fund

Objective

Downloads

PSG Global Equity Sub-Fund

To outperform the average of the world's equity markets, as represented by the MSCI Daily Total Return Net World USD.

PSG Global Flexible Sub-Fund

To follow a flexible managed investment policy which will aim to achieve superior medium- to long-term capital growth through exposure to selected sectors of the global equity market, and/or bond market and/or money market.


Other PSG funds
Access fund fact sheets for Third Party unit trusts:

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