PSG Asset Management | PSG Financial Services

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

Meet the Asset Management team

Anet Ahern, Chief Executive Officer: PSG Asset Management
John Gilchrist, Chief Investment Officer
Greg Hopkins, Deputy-Chief Investment Officer
Charles Lombard, National Manager: Head of Sales
We will always have a long-term approach.

Latest news

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PSG Asset ManagementPSG AngleNewsletters
Bringing a differentiated perspective to global investing

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

In this edition, Head of research Kevin Cousins delves beneath the surface of the energy sector’s reputation as a risky investment, Chief Investment Officer John Gilchrist asks whether the investment industry is overlooking the value that low levels of correlation bring as a portfolio diversifier, and Deputy Chief Investment Officer Greg Hopkins and Fund Manager Philipp Wörz explain why the opportunities we are finding in global markets tend to be outside the currently popular areas.

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PSG Asset ManagementPSG AngleNewsletters
A tough economy does not necessarily equal poor investment returns

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PSG Asset ManagementRaging Bull AwardsAwardsPSG Awards
PSG Asset Management Delivers Ongoing Investment Excellence at the Raging Bull Awards

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PSG Asset Management
Keeping you informed on our funds

View the latest PSG Asset Management fund fact sheets.

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PSG Financial Services +27 (21) 918 7800

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