Unit Trusts

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

• PSG Equity Fund Class A
• Quarterly Commentary

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 Flexible Fund Class A
• Quarterly Commentary
• Performance Fee FAQs

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

• PSG Balanced Fund Class A
• Quarterly Commentary

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 Stable Fund Class A
• Quarterly Commentary

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 Diversified Income Fund Class A
• Quarterly Commentary

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

• PSG Income Fund Class A
• Quarterly Commentary

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

• PSG Money Market Fund Class A
• Quarterly Commentary

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

• PSG Global Equity Feeder Fund Class A
• Quarterly Commentary

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

• PSG Global Flexible Feeder Fund Class A
• PSG Global Flexible Feeder Fund Class B
• Quarterly Commentary

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

• PSG Global Equity Sub-Fund A
• Quarterly Commentary

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.

• PSG Global Flexible Sub-Fund A
• PSG Global Flexible Sub-Fund B
• Quarterly Commentary