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Wealth Solutions

Wealth Solutions

The PSG Wealth Solutions are available exclusively to PSG Wealth financial advisers.

Local solutions

Fund Objective Downloads

PSG Wealth Enhanced Interest Fund

To maximise the current level of income while providing maximum stability of capital invested.

PSG Wealth Enhanced Interest Fund A
PSG Wealth Enhanced Interest Fund D
Quant Pack

PSG Wealth Income Fund of Funds

To achieve income with some long-term capital appreciation as interest rate cycles allow.

PSG Wealth Income Fund of Funds A
PSG Wealth Income Fund of Funds B
PSG Wealth Income Fund of Funds C
PSG Wealth Income Fund of Funds D
Quant Pack

PSG Wealth Preserver Fund of Funds

To achieve medium- to longer-term capital growth within an acceptable level of volatility during any market cycle.

PSG Wealth Preserver Fund of Funds A
PSG Wealth Preserver Fund of Funds B
PSG Wealth Preserver Fund of Funds C
PSG Wealth Preserver Fund of Funds D
Quant Pack

PSG Wealth Moderate Fund of Funds

To achieve medium- to longer-term capital growth within an acceptable level of volatility during any market cycle.

PSG Wealth Moderate Fund of Funds A
PSG Wealth Moderate Fund of Funds B
PSG Wealth Moderate Fund of Funds C
PSG Wealth Moderate Fund of Funds D
Quant Pack

PSG Wealth Creator Fund of Funds

To achieve capital growth over the long term.

PSG Wealth Creator Fund of Funds A
PSG Wealth Creator Fund of Funds B
PSG Wealth Creator Fund of Funds C
PSG Wealth Creator Fund of Funds D
Quant Pack

Global solutions

Invest in Rands

The following PSG Wealth Solutions are rand-denominated, but invest internationally:

Fund Objective Downloads

PSG Wealth Global Moderate Feeder Fund

To provide long-term capital growth and to create an internationally diversified investment medium for investors.

PSG Wealth Global Moderate Feeder Fund A
PSG Wealth Global Moderate Feeder Fund D

PSG Wealth Global Creator Feeder Fund

To maximise capital returns through active management of a diversified portfolio of equity-based collective investment schemes.

PSG Wealth Global Creator Feeder Fund A
PSG Wealth Global Creator Feeder Fund D

PSG Wealth Global Preserver Feeder Fund

To provide relative capital stability and to maximise returns for investors through active management of an internationally diversified portfolio of global high income and interest bearing collective investment schemes.

PSG Wealth Global Preserver Feeder Fund D


Invest in other currencies

The following PSG Wealth Solutions invest internationally using foreign currency:

Fund Objective Downloads

PSG Wealth Global Moderate Fund of Funds

To maximise capital and income returns through active asset allocation management of a diversified portfolio of collective investment schemes.

PSG Wealth Global Moderate Fund of Funds A
PSG Wealth Global Moderate Fund of Funds D
Quant Pack

PSG Wealth Global Creator Fund of Funds

To maximise capital returns through active management of a diversified portfolio of equity-based collective investment schemes.

PSG Wealth Global Creator Fund of Funds A
PSG Wealth Global Creator Fund of Funds D
Quant Pack

PSG Wealth Global Flexible Fund of Funds (USD)

The PSG Wealth Global Flexible Fund of Funds is a dollar denominated offshore multi-managed asset allocation collective investment scheme. The objectives of the portfolio are to provide long-term capital appreciation through active asset allocation management of a diversified portfolio of collective investment schemes established, recognised or regulated in any approved country, and assets in liquid form.

PSG Wealth Global Flexible Fund of Funds (USD) - Class A
PSG Wealth Global Flexible Fund of Funds (USD) - Class D
Quant Pack

PSG Wealth Global Flexible Fund of Funds (GBP)

The PSG Wealth Global Flexible Fund of Funds is a pound denominated offshore multi-managed asset allocation collective investment scheme. The objectives of the portfolio are to provide long-term capital appreciation through active asset allocation management of a diversified portfolio of collective investment schemes established, recognised or regulated in any approved country, and assets in liquid form.

PSG Wealth Global Flexible Fund of Funds (GBP) - Class A
PSG Wealth Global Flexible Fund of Funds (GBP) - Class D
Quant Pack

PSG Wealth Global Preserver Fund of Funds (USD)

The PSG Wealth Global Preserver Fund of Funds is a dollar denominated offshore multi-managed asset allocation collective investment scheme. The objectives are to provide relative capital stability and to maximise returns for investors through income portfolios; net income will be accumulated.

PSG Wealth Global Preserver Fund of Funds Class A (USD)
PSG Wealth Global Preserver Fund of Funds Class D (USD)
Quant Pack

PSG Wealth Global Preserver Fund of Funds (GBP)

The PSG Wealth Global Flexible Fund of Funds is a pound denominated offshore multi-managed asset allocation collective investment scheme. The objectives are to provide relative capital stability and to maximise returns for investors through income portfolios; net income will be accumulated.

PSG Wealth Global Preserver Fund of Funds Class A (Pound)
PSG Wealth Global Preserver Fund of Funds Class D (Pound)
Quant Pack


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