All Local and Global Funds | PSG

All funds

Our investment platform offers you a broad choice from a carefully selected range of unit trusts to suit your investment goals.

To invest in one of these funds, please contact your financial adviser.

Alternatively, you can Invest online.

If you do not have an adviser, you can find an adviser.

Morningstar Category Fund fact sheet Class Reg 28 compliantAvailable for TFIP* investmentOnly available via PSG advisers
South African - Multi Asset - Low Equity PSG Stable Fund Class AA
Coronation Balanced Defensive FundP
Nedgroup Investments Stable FundA2
PSG Investment Management Cautious Fund of Funds Class DD
PSG Stable Fund
PSG Stable Fund Class EE
PSG Wealth Preserver Fund of Funds
Prudential Inflation Plus FundB
SIM Inflation Plus FundB4
Global - Multi Asset - Flexible PSG Global Flexible Feeder Fund Class BB
PSG Global Flexible Feeder Fund Class AA
PSG Global Flexible Sub-Fund Class BB
PSG Wealth Global Flexible Feeder Fund
PSG Wealth Global Moderate Feeder Fund Class DD
South African - Multi Asset - High Equity PSG Investment Management Growth Fund of Funds  Class DD
Allan Gray Balanced FundC
Allan Gray Tax-Free Balanced FundC
Coronation Balanced Plus FundP
Foord Balanced FundB2
Ninety One Managed FundH
Ninety One Opportunity FundE
PSG Balanced Fund
PSG Balanced Fund Class AA
PSG Balanced Fund Class EE
PSG Wealth Moderate Fund of Funds
Prudential Balanced FundB
SIM Balanced FundB3
EAA Fund GBP Cautious Allocation PSG Wealth Global Preserver Fund of Funds (GBP) Class DD
EAA Fund GBP Flexible Allocation PSG Wealth Global Flexible FoF (GBP) Class DD
EAA Fund Global Flex-Cap Equity PSG Global Equity Sub-Fund Class AA
PSG Global Equity Sub-Fund Class BB
EAA Fund Global Large-Cap Blend Equity PSG Wealth Global Creator Fund of Funds Class DD
EAA Fund USD Cautious Allocation PSG Wealth Global Preserver FoF (USD) Class DD
EAA Fund USD Flexible Allocation PSG Global Flexible Sub-Fund Class AA
PSG Investment Management Global Flexible Fund of Funds (Dollar)D
PSG Wealth Global Flexible FoF (USD) Class DD
EAA Fund USD Moderate Allocation PSG Wealth Global Moderate Fund of Funds Class DD
Global - Equity - General Coronation Global Opportunities Equity Feeder FundP
Coronation Global Opportunities Equity Feeder FundD
Nedgroup Investments Global Equity Feeder FundB2
Ninety One Equity FundH
Ninety One Global Franchise Feeder FundH
Old Mutual Global Equity FundA
PSG Global Equity Feeder Fund Class AA
PSG Global Equity Feeder Fund Class EE
PSG Wealth Global Creator Feeder Fund Class DD
Global - Multi Asset - Low Equity Ninety One Global Multi-Asset Income Feeder FundH
PSG Wealth Global Preserver Feeder Fund Class DD
Global - Multi Asset- High Equity Ninety One Global Strategic Managed Feeder FundH
Global - Real Estate - General STANLIB Global Property Feeder FundB1
South African - Equity - General Allan Gray Equity FundC
BCI Fundsmith Equity Feeder FundA
Coronation Equity FundD
Coronation Top 20 FundP
Fairtree Equity Prescient FundA1
Fairtree Equity Prescient FundA2
Foord Equity FundB2
Old Mutual Investors FundB1
Old Mutual Investors FundA
PSG Equity Fund
PSG Equity Fund Class AA
PSG Equity Fund Class EE
PSG Equity Fund Class FF
PSG Investment Management Opportunity Equity Fund of Funds Class DD
PSG Wealth Creator Fund of Funds Class DD
Prudential Dividend Maximiser FundB
South African - Equity - SA General PSG SA Equity Class FF
South African - Interest Bearing - SA Money Market PSG Money Market Fund Class AA
PSG Money Market Fund Class FF
South African - Interest Bearing - Short Term PSG Income Fund
PSG Income Fund Class EE
PSG Wealth Enhanced Interest Fund
South African - Interest Bearing - Variable Term PSG Bond Fund Class AA
South African - Multi Asset - Flexible PSG Flexible Fund Class AA
PSG Flexible Fund Class EE
South African - Multi Asset - Income Coronation Strategic Income FundP
M&G Enhanced Income FundD
Momentum Income Plus FundA
Nedgroup Investments Flexible Income FundB1
PSG Diversified Income Fund
PSG Diversified Income Fund Class AA
PSG Diversified Income Fund Class EE
PSG Investment Management Multi-Asset Income Fund of Funds Class DD
PSG Wealth Income Fund of Funds
Prescient Income Provider FundA2
SIM Active Income FundB4
South African - Multi Asset - Medium Equity Old Mutual Albaraka Balanced FundB1
Worldwide - Multi Asset - Flexible Coronation Optimum Growth FundP
Foord Flexible Fund of FundsB2

The fine print

*TFIP is a PSG Wealth Tax Free Investment Plan.

Please note PSG Asset Management A-classes are closed for new investments.

Performance Source: © 2024 Morningstar, Inc. All Rights Reserved

Fund performance

Collective Investment Schemes in Securities (CIS) are generally medium-term to long-term investments. The value of participatory interests (units) may go down as well as up and past performance is not a guide to future performance. Collective Investment Schemes are traded at ruling prices and can engage in borrowing and scrip lending. A schedule of fees and charges and maximum commissions is available on request from PSG Collective Investments (RF) Limited. Commission and incentives may be paid, and if so, are included in the overall costs. Forward pricing is used. The Portfolios may be capped at any time in order for them to be managed in accordance with their mandate.

Performance is calculated for the portfolio and individual investor performance may differ as a result thereof. Different classes of participatory interest can apply to these portfolios and are subject to different fees, charges and possibly dividend withholding tax and will thus have differing performances. Annualised performances show longer term performance rescaled over a 12-month period. Individual performance may differ as a result of initial fees, the actual investment date, the date of reinvestment and dividend withholding tax. The portfolio is valued at 15h00 daily. Income distributions are net of any applicable taxes. Investment performance data is for illustrative purposes only. Actual performance figures are available on request.  Always refer to the fund fact sheet (Minimum Disclosure Document) for full details, fees and risks of the fund.

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