Investor relations
PSG Financial Services is committed to open and honest dealings with the investment community and our shareholders. We strive to provide timely, transparent and credible information to keep all stakeholders up to date. We will also actively engage the market on all issues that could have a significant impact on our business.
Interim Results
Interim results for the period ended 31 August 2024
PSG delivered a 28.0% increase in recurring headline earnings per share and a return on equity of 26.2%. Total assets under management increased by 15.9% to R435.7bn, comprising assets managed by PSG Wealth of R379.1bn (16.4% increase) and PSG Asset Management of R56.6bn (12.4% increase), while PSG Insure’s gross written premium amounted to R3.7bn (10.3% increase).
Financial highlights
Interim results for the period ended 31 August 2024
Recurring headline earnings per share
+ 28%
Dividend per share
+ 26%
Assets under management
+ 16%
Gross written premium
+ 10%
Annual Results
View our financial results archive and view our most recent financial highlights.
Investor information
View key corporate details and the investment case shareholder contacts for PSG Financial Services.
Shareholder calendar
View key investor dates, including scheduled releases and dividend payments.
Share price
Access latest prices and trading information for PSG Financial Services shares, as well as our OTC trading history.
SENS
Access the latest SENS (Stock Exchange News Service) announcements for PSG Financial Services.
Corporate Governance
PSG embraces the principles of good corporate governance, including sustainability, transparency and accountability.
Credit Rating
Global Credit Rating Company (“GCR”), has, in its report issued on 14 August 2024, affirmed PSG Financial Services’ national scale long-term issuer rating at A+(ZA) and the short-term issuer rating at A1(ZA), with a Positive Outlook.
Investment case
PSG Financial Services has the largest adviser network in South Africa and Namibia, is strongly capitalised and has a history of superior shareholder returns. PSG is a trusted and established brand with an experienced, entrepreneurial management team.
Awards
PSG Wealth
2024
- Awarded Wealth Manager of the Year in the Krutham Top Private Banks and Wealth Managers Awards, for a sixth year in a row. Winner in the Wealthy Executive, Retiree, Young Professional, Successful Entrepreneur, and Lump-Sum Investor archetypes.
- Awarded Top Securities Broker at the annual Krutham (formerly Intellidex) Top Securities Brokers Awards.
2023
- Awarded Wealth Manager of the Year in the Intellidex Top Private Banks and Wealth Managers Awards, for a fifth year in a row. Winner in the Executive, Lumpsum investor and Retiree archetypes.
2022
- Raging Bull: Best Multi-Asset Low Equity Fund in the country.
- Awarded Top Wealth Manager in the Intellidex Wealth Manager of the Year, for a fourth year in a row. Winner Young Professional, Lump-sum Investor and Retiree archetypes.
2021
- Runner up: Morningstar: Best global equity fund: PSG Wealth Global Creator Fund of Fund.
- Awarded Top Wealth Manager in the Intellidex Wealth Manager of the Year, for a third year in a row.
- Awarded Top Online Broker at the recent Intellidex Top Securities Brokers Awards.
2020
- Awarded Top Wealth Manager in the Intellidex Wealth Manager of the Year.
- Awarded Top Relationship Manager in the Intellidex Top Stockbrokers awards.
2019
- Awarded Top Wealth Manager in the Intellidex Wealth Manager of the Year, winner Successful Entrepreneur and Young Professional archetypes.
2018
- Rated third overall in the Intellidex Wealth Manager of the Year and won the Successful Entrepreneur archetype.
2017
- Rated third in the People’s Choice category at the Intellidex Wealth Manager of the Year.
PSG Asset Management
2023
- Raging Bull - Runner up: South African Manager of the Year
- Raging Bull - Certificate: Best South African Multi-Asset Income Fund for straight performance over three years: PSG Diversified Income Fund
- Raging Bull - Certificate: Best (SA-Domiciled) Global Multi-Asset Flexible Fund for straight performance over three years: PSG Global Flexible Feeder Fund
- Raging Bull - Certificate: Best South African Multi-Asset High Equity Fund straight performance over three years: PSG Balanced Fund
- Raging Bull - Trophy: Best South African Interest-Bearing Fund for straight performance over three years: PSG Diversified Income Fund
- Raging Bull - Trophy: Best (SA-Domiciled) Global Equity General Fund for straight performance over three years: PSG Global Equity Feeder Fund
2022
- Raging Bull - South African Manager of the Year
- Raging Bull - Certificate: Best SA Interest-Bearing Short-term Income Fund on a risk-adjusted basis over five years: PSG Income Fund
- Raging Bull - Certificate: Best SA Multi-Asset Income Fund for straight performance over three years: PSG Diversified Income Fund
- Raging Bull - Certificate: Best SA Domiciled Global Multi-Asset Flexible Fund for straight performance over three years: PSG Global Flexible Feeder Fund
- Raging Bull - Trophy: Best South African Interest-Bearing Fund: PSG Diversified Income Fund
- Raging Bull - Trophy: Best (SA-Domiciled) Global Equity General Fund: PSG Global Equity Feeder Fund
2021
- Raging Bull - Best South African Interest-Bearing Short-term Fund: PSG Income Fund
2019
- Raging Bull - Runner up: South African Management Company of the year
- Morningstar - Runner-up: Best fund house - larger fund range
- Morningstar - Runner-up: Best flexible allocation fund: PSG Flexible Fund
2018
- Raging Bull - Runner up: South African Management Company of the year
- Morningstar - Best Aggressive Allocation Fund
- Morningstar - Runner-up: Best fund house - larger fund range
2017
- Runner-up - South African Collective Investment Schemes Management Company of the Year award
- Raging Bull - Best South African Multi-Asset High Equity Fund
- Morningstar winner of best aggressive allocation fund: PSG Balanced Fund
- Morningstar runner-up to best South African equity fund: PSG Equity Fund
- Morningstar joint runner-up to best fund house – larger fund range: PSG Asset Management
PSG Insure
2024
- Western won the Non-Life Insurer of the year: Commercial for the third year in a row at the FIA Intermediary Experience Awards.
2023
- PSG Insure wins the Santam National Broker Award for Personal Lines - 2023.
- Western won the Non-Life Insurer of the year: Commercial for the second year in a row at the FIA Intermediary Experience Awards.
- PSG Insure platform was awarded the Gold award for the best Outsource business in 2023 by Old Mutual Insure.
2022
- Western received the Product Supplier of the Year: Non-Life Commercial award at the FIA Intermediary Experience Awards during September 2022.
2021
- PSG Insure received the Santam National Intermediary of the Year award for performance excellence, in both the commercial and personal lines categories.
2020
- PSG Insure wins Santam National Broker of the Year for Performance Excellence (commercial lines, personal lines, specialist business and portfolio administration)
2019
- PSG Insure Overall National Winner (best national broker) in the Old Mutual Insure 2019 Broker Awards
- PSG Insure Centurion Short-Term branch named Top Regional National Broker for the Pretoria Region in the Old Mutual Insure 2019 Broker Awards
2018
- PSG Insure named National Broker of the Year for and Agricultural Lines by Santam
- PSG wins Santam National Broker of the Year Award for Performance Excellence (Asset & Crop Combined)
- PSG Insure Meesterplan won Diamond Broker of the Year – 1st place at CIB’s 2018 Broker Awards
2017
- PSG Insure Overall National Winner (best national broker) in the Old Mutual Insure 2017 Broker Awards
- Gold Winner in the National Group Schemes Category (best platform) in the Old Mutual Insure 2017 Broker Awards
- PSG Insure Centurion Short-Term branch named Gold Winner in the National Broker Category (best-performing branch in Gauteng/North) in the Old Mutual Insure 2017 Broker Awards
- PSG Insure recognised as the Santam National Broker of the Year for Commercial, Personal and Agricultural Lines
- PSG Insure won Corporate Broker of the Year – 1st place at CIB’s 2017 Broker Awards
- PSG Insure Meesterplan won Diamond Broker of the Year – 1st place at CIB’s 2017 Broker Awards
Latest news
SONA 2024 Summary
The FTSE/JSE All Share Index and the rand weakened yesterday ahead of President Cyril Ramaphosa's State of the Nation Address (SONA). At 18h00, the rand had weakened by 0.51% to trade at R18.98 against a broadly stronger US dollar, while the JSE lost 0.79% to trade at 73 725 points.
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