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Single-managed funds
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.
Invest with us
PSG Collective Investments (RF) Limited is registered as a CIS Manager with the Financial Sector Conduct Authority and offer the following/below on their scheme.
Local funds
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.
Global funds
| Morningstar Category | Fund fact sheet | Reg 28 compliant | Available for TFIP* investment | Only available via PSG advisers |
|---|---|---|---|---|
| EAA Fund Global Flex-Cap Equity | PSG Global Equity Sub-Fund Class A | |||
| PSG Global Equity Sub-Fund Class A | ||||
| PSG Global Equity Sub-Fund Class B | ||||
| EAA Fund USD Flexible Allocation | PSG Global Flexible Sub-Fund Class A | |||
| PSG Global Flexible Sub-Fund Class A | ||||
| PSG Global Flexible Sub-Fund Class B |
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 fine print
*TFIP is a PSG Wealth Tax Free Investment Plan.
Performance Source: © 2025 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.
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