PSG Asset Management
Our long-term track record affirms the success of our proven process and offers important diversification and alpha generation benefits to patient investors.
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. We also administer a range of PSG Wealth Solutions on the PSG Collective Investments (RF) Limited administration platform.
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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 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.
PSG Balanced Fund
PSG Equity Fund
PSG Global Equity Sub-Fund
Annual Report
PSG Collective Investments (RF) Limited
Global capability and offering
We apply our proven 3M process and methodology on a globally integrated basis, and foreign currency denominated funds are available via PSG Fund Management (Malta) Ltd.
ESG & Stewardship
We take a thoughtful, holistic approach to environmental, social and governance (ESG) investing. Instead of following a rigid checklist, we focus on understanding the broader context and the real-world impact of every decision.
Sustainable businesses create long-term value, which is why ESG is a core part of how we assess investment quality. We engage actively with the companies we invest in. Our approach is holistic — environmental, social and governance factors are considered together — and our annual Stewardship Report keeps clients informed of our ESG insights, engagement activities and key developments.
Our approach to ESGPlay Video
