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See OverviewOur research approach builds diversified portfolios, guided by long-term thinking. Invest with insight. Invest with PSG Asset Management.
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Build wealth, protect what matters, and plan with confidence. Trust PSG to guide your future.
See OverviewStrengthen your workforce, manage risks, and secure your future. PSG advisers help you build a business that lasts.
See Overview
PSG Funds
Our fund range includes PSG Wealth Solutions and PSG Multi-Managed Funds. Our PSG Wealth Solutions comprise local and global multi-managed solutions exclusively available to PSG Wealth financial advisers, while the PSG Multi-Managed Funds are also available to direct investors and financial advisers.
Our local fund of funds portfolios invest in portfolios of other collective investment schemes. For the PSG Investment Management team, the ultimate objective is to deliver consistent sector-beating returns, with specific focus on this outcome over recommended investment periods for each fund.
| Morningstar Category | Fund fact sheet | Reg 28 compliant | Available for TFIP* investment | Only available via PSG Advisers |
|---|---|---|---|---|
| South African - Equity - General | PSG Investment Management Opportunity Equity Fund of Funds Class D | – | – | |
| PSG Wealth Creator Fund of Funds Class D | – | |||
| South African - Interest Bearing - Short Term | PSG Wealth Enhanced Interest Fund of Funds Class D | |||
| South African - Multi Asset - High Equity | PSG Investment Management Growth Fund of Funds Class D | – | ||
| PSG Wealth Moderate Fund of Funds Class D | ||||
| South African - Multi Asset - Income | PSG Investment Management Multi-Asset Income Fund of Funds Class D | – | ||
| PSG Wealth Income Fund of Funds Class D | ||||
| South African - Multi Asset - Low Equity | PSG Investment Management Cautious Fund of Funds Class D | – | ||
| PSG Wealth Preserver Fund of Funds Class D |
Performance data on local funds is shown up to the last market close minus 1 day.
Some data may be delayed, the above table reflects the latest information available from Morningstar.
Please note performance reported during the first week of each month may be impacted by distributions. Distributions are fully accounted for by the second week of each month.
Please note A-classes are closed for new investments.
Through our tried-and tested investment philosophy, we have built competitive global solutions to help clients achieve their investment goals.The following funds are rand-denominated, but invest internationally:
| Morningstar Category | Fund fact sheet | Reg 28 compliant | Available for TFIP* investment | Only available via PSG Advisers |
|---|---|---|---|---|
| Global - Equity - General | PSG Wealth Global Creator Feeder Fund Class D | – | ||
| Global - Multi Asset - Flexible | PSG Wealth Global Flexible Feeder Fund Class D | – | ||
| PSG Wealth Global Moderate Feeder Fund Class D | – | |||
| Global - Multi Asset - Low Equity | PSG Wealth Global Preserver Feeder Fund Class D | – |
Performance data on offshore funds is shown up to the last market close minus 2 days.
Some data may be delayed, the above table reflects the latest information available from Morningstar.
Please note performance reported during the first week of each month may be impacted by distributions. Distributions are fully accounted for by the second week of each month.
Please note A-classes are closed for new investments.
The following funds invest internationally using foreign currency
| Morningstar Category | Fund fact sheet | Reg 28 compliant | Available for TFIP* investment | Only available via PSG Advisers |
|---|---|---|---|---|
| EAA Fund GBP Cautious Allocation | PSG Wealth Global Preserver FoF (GBP) Class D | – | – | |
| EAA Fund GBP Flexible Allocation | PSG Wealth Global Flexible FoF (GBP) Class D | – | – | |
| EAA Fund Global Large-Cap Blend Equity | PSG Wealth Global Creator Fund of Funds Class D | – | – | |
| EAA Fund USD Cautious Allocation | PSG Wealth Global Preserver FoF (USD) Class D | – | – | |
| EAA Fund USD Flexible Allocation | PSG Investment Management Global Flexible Fund of Funds (Dollar) | – | – | – |
| PSG Wealth Global Flexible FoF (USD) Class D | – | – | ||
| EAA Fund USD Moderate Allocation | PSG Wealth Global Moderate Fund of Funds Class D | – | – |
Performance data on offshore funds is shown up to the last market close minus 2 days.
Some data may be delayed, the above table reflects the latest information available from Morningstar.
Please note performance reported during the first week of each month may be impacted by distributions. Distributions are fully accounted for by the second week of each month.
Please note A-classes are closed for new investments.
| Morningstar Category | Fund fact sheet | Reg 28 compliant | Available for TFIP* investment | Only available via PSG Advisers |
|---|---|---|---|---|
| - | PSG Wealth House View SA Equity Portfolio | – | – | |
| PSG Wealth House View Offshore Equity Portfolio | – | – | ||
| PSG Wealth House View Income Growth Equity Portfolio | – | – | ||
| PSG Wealth House View SA Property Portfolio | – | – |
PSG Wealth equity portfolio performance are shown gross of management fees, but net of brokerage and other trading costs.
The House view portfolios are bespoke solution portfolios and not part of the Collective Investment Schemes’ portfolios.