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Performance

Performance

PSG Wealth Solutions

As at 30/11/2017 1 YR % 3 YR % 5 YR % INCEPTION

PSG Wealth Enhanced Interest Fund D

8.15

7.63

6.86

6.63

PSG Wealth Income Fund of Funds D

8.48

8.26

7.69

8.25

PSG Wealth Preserver Fund of Funds D

9.75

8.21

9.69

10.59

PSG Wealth Moderate Fund of Funds D

13.09

8.55

11.67

13.02

PSG Wealth Creator Fund of Funds D

16.61

7.60

12.60

15.11

PSG Wealth Global Moderate Feeder Fund Class D

10.86

10.17

15.73

16.22

PSG Wealth Global Creator Feeder Fund Class D

20.71

15.79

n/a

16.42

PSG Wealth Global Moderate Fund of Funds Class D

10.68

10.34

15.13

15.98

PSG Wealth Global Creator Fund of Funds Class D

20.36

15.81

19.95

20.94


PSG Multi-managed funds

AS AT 30/11/2017

1 YR %

3 YR %

5 YR %

INCEPTION

PSG Multi-Management Income Fund of Funds Class A

7.59

7.46

7.03

10.50

PSG Multi-Management Cautious Fund of Funds

8.19

6.94

8.75

9.07

PSG Multi-Management Balanced Fund of Funds

12.33

7.85

10.96

11.44

PSG Multi-Management Equity Fund of Funds Class A

15.85

6.58

11.97

14.18

PSG Multi-Management Foreign Flexible Fund of Funds

12.50

10.44

15.37

8.43

PSG Multi-Management Global Flexible Dollar Fund of Funds Class A

11.29

10.44

14.64

8.77


Performance Source: © 2016 Morningstar, Inc. All Rights Reserved

Lump sum investment with income reinvested. Three year figures show annual growth for the period.

Collective Investment Schemes in Securities (Unit trusts) 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 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. PSG Collective Investments Limited is a member of the Association for Savings and Investment South Africa (ASISA).

The above portfolio performance is calculated on a NAV to NAV basis and does not take any initial fees into account. Income is reinvested on the ex-dividend date. Actual investment performance will differ based on the initial fees applicable, the actual investment date and the date of reinvestment of income. Past performance is not necessarily an indication of future performance. Prices are calculated on a net asset value basis. The single price (NAV) per unit reflects the total assets of a portfolio less permissible deductions, divided by the number of units in issue. Permissible deductions include any costs related i.e. running a portfolio e.g. trustee/custodian fees, audit fees, manager's annual fee and regional services council levies, MST and brokerage fees.

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