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Multi-Managed 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.

As part of our offering, we conduct your investment research for you, and can negotiate lower management fees on your behalf.

Local Funds

Our local funds of funds portfolios invest in portfolios of other collective investment schemes. For the PSG Wealth multi-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.

Global Funds

Through our tried-and tested investment philosophy, we have built competitive global solutions to help clients achieve their investment goals.

Multi-Managed Funds

Our multi-managed funds combine top asset managers who are best placed to make your investment decisions for you. When you invest in one of these funds, you tap into the resources, skills and competencies of more than just one asset manager.

The PSG Wealth solution funds are available exclusively to clients of PSG Wealth advisers.

We do your investment research for you, and can negotiate lower management fees on your behalf.

Collective investment schemes

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.

Global funds

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:

ASISA categoryFund nameReg 28 compliant Available for TFIP* investmentOnly available via PSG advisersTIC %
Global - Equity - General PSG Wealth Global Creator Feeder Fund Class D 1.25
Global - Multi Asset - Flexible PSG Wealth Global Flexible Feeder Fund Class D 1.13
PSG Wealth Global Moderate Feeder Fund Class D 1.37
Global - Multi Asset - Low Equity PSG Wealth Global Preserver Feeder Fund Class D 1.32

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.

Invest in other currencies

The following funds invest internationally using foreign currency

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.

Non-Collective investment schemes

House view equity portfolios

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.

*TFIP is a PSG Wealth Tax Free Investment Plan.

Performance Source: © 2021 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.