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Sarel Snyman, Head of Direct Sales

PSG Wealth Direct

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Investment Q&A session

Every Thursday, we'll be hosting a casual discussion session via Microsoft Teams where we will share ideas on our latest research.

Please join Head of Direct Clients Sarel Snyman, Head of Equity Research Vaughan Henkel, and occasional equity analyst guest speakers as we discuss the latest research and take your questions.

We'll also show you where to find the latest research on the PSG platform.
We are looking forward to your participation.

Day: Every Thursday

Time: 11h30 - 12h00, simply click on the link to join

Webinars

We host a monthly webinar that takes a closer look at a variety investment topics.

Out latest series covers:

  • Investments and women
  • Leaving a wealthy legacy
  • Are you financially fit?

Register here

Trade

In addition to easy online trading, PSG clients also receives a host of value added benefits.

Don’t delay start creating your wealth legacy today.

Click here to start trading today

Catch up on previous Investment Q&A session...

Q&A Session: Redefine | 22 August 2024

Click here to watch

 

Q&A Session: PPC | 15 August 2024

Click here to watch

 

Q&A Session: Aspen | 8 August 2024

Click here to watch

 

Catch up on previous Fund Focus Webinars...

PSG Wealth Fund Focus Webinar | 23 August 2024

Click here to watch

 

PSG Wealth Fund Focus Webinar | 19 July 2024

Click here to watch

Navigation

    Market indicators

    Local funds performance

    Global funds performance

    Invest in other currencies

    House view equity portfolios

    Recent investment ideas

    Economic calendar

ALBI (R) 1251.69 0.43 Brent Oil ($) 67.72 -0.34 Gold ($) 3655.66 -0.12 Platinum ($) 1372.24 0.15 Rand/EUR 20.59 -0.06 Rand/GBP 23.76 -0.28 Rand/USD 17.46 -0.56

Market indicators

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Date Index Current Level 1 Day Move 1 Month Move 6 Month Move 1 Year Move
2025-09-18 ALSI 105367.88 0.46 3.98 21.65 31.37
2025-09-18 Basic minerals 70014.25 -0.20 15.48 52.67 75.80
2025-09-18 Fin + Ind 30 13142.86 0.72 0.26 13.27 20.37
2025-09-18 Financial 53803.76 0.23 0.29 11.16 10.94
2025-09-18 Industrial index 150183.69 1.09 0.14 14.20 28.21

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.

Local funds

Morningstar CategoryFund nameDate as ofNAV (Rands)Performance - As at 2025/08/31
1 year %3 year %5 year %Inception %
South African - Multi Asset - Low Equity PSG Investment Management Cautious Fund of Funds  Class D2025/08/31 1.51 14.52 12.46 13.53 11.51
PSG Stable Fund Class A2025/08/31 1.87 13.05 12.20 12.89 8.92
PSG Stable Fund Class E2025/08/31 1.87 13.69 12.84 13.54 8.85
PSG Wealth Preserver Fund of Funds Class D2025/08/31 27.99 14.19 12.31 10.88 9.50
South African - Multi Asset - High Equity PSG Balanced Fund Class A2025/08/31 113.70 17.04 16.57 18.92 13.04
PSG Balanced Fund Class E2025/08/31 113.76 17.71 17.24 19.60 10.75
PSG Investment Management Growth Fund of Funds  Class D2025/08/31 1.93 19.26 15.86 18.34 14.51
PSG Wealth Moderate Fund of Funds Class D2025/08/31 49.87 18.83 14.87 13.76 11.29
South African - Multi Asset - Income PSG Diversified Income Fund Class A2025/08/31 1.39 11.02 10.29 9.48 8.15
PSG Diversified Income Fund Class E2025/08/31 1.39 11.73 10.98 10.10 8.82
PSG Investment Management Multi-Asset Income Fund  of Funds Class D2025/08/31 1.19 10.50 9.54 8.86 8.54
PSG Wealth Income Fund of Funds Class D2025/08/31 12.83 9.67 9.68 8.41 8.08
South African - Equity - General PSG Equity Fund Class A2025/08/31 20.54 18.96 18.34 21.77 13.18
PSG Equity Fund Class E2025/08/31 20.59 19.77 17.90 21.60 10.14
PSG Equity Fund Class F2025/08/31 20.60 19.50 18.89 22.31 11.03
PSG Investment Management Opportunity Equity Fund of Funds Class D0001/01/01 1.42 — — — —
PSG Wealth Creator Fund of Funds Class D2025/08/31 68.40 22.28 16.36 17.06 12.77
South African - Equity - SA General PSG SA Equity Class F2025/08/31 2.08 23.38 19.70 24.51 9.50
South African - Interest Bearing - SA Money Market PSG Money Market Fund Class A2025/08/31 1.00 7.58 7.75 6.19 7.94
PSG Money Market Fund Class F2025/08/31 1.00 7.89 8.06 6.47 5.61
South African - Interest Bearing - Short Term PSG Income Fund Class A2025/08/31 1.11 9.50 8.65 7.47 7.37
PSG Income Fund Class E2025/08/31 1.10 9.82 8.96 7.78 8.04
PSG Wealth Enhanced Interest Fund of Funds Class D2025/08/31 1.02 8.42 8.51 6.90 6.91
South African - Interest Bearing - Variable Term PSG Bond Fund Class A0001/01/01 1.06 — — — —
South African - Multi Asset - Flexible PSG Flexible Fund Class A2025/08/31 9.58 16.32 16.17 19.76 11.56
PSG Flexible Fund Class E2025/08/31 9.58 16.63 16.47 20.07 10.96

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:

Morningstar CategoryFund nameDate as ofNAV (Rands)Performance - As at 2025/08/31
1 year %3 year %5 year %Inception %
Global - Equity - General PSG Global Equity Feeder Fund Class A2025/08/31 5.49 18.41 16.55 17.83 12.61
PSG Global Equity Feeder Fund Class E2025/08/31 5.72 19.09 17.22 18.39 12.35
PSG Wealth Global Creator Feeder Fund Class D2025/08/31 5.14 11.40 15.90 10.17 14.53
Global - Multi Asset - Flexible PSG Global Flexible Feeder Fund Class A2025/08/31 4.16 15.82 14.89 14.93 12.20
PSG Global Flexible Feeder Fund Class B2025/08/31 4.40 16.49 15.55 15.48 12.71
PSG Wealth Global Flexible Feeder Fund Class D2025/08/31 5.25 10.51 10.18 5.93 10.73
PSG Wealth Global Moderate Feeder Fund Class D2025/08/31 5.40 9.51 10.83 6.84 11.97
Global - Multi Asset - Low Equity PSG Wealth Global Preserver Feeder Fund Class D2025/08/31 1.60 6.77 7.95 4.79 6.51

Invest in other currencies

The following funds invest internationally using foreign currency

Morningstar CategoryFund nameDate as ofNAV (Rands)Performance - As at 2025/08/31
1 year %3 year %5 year %Inception %
EAA Fund GBP Cautious Allocation PSG Wealth Global Preserver FoF (GBP) Class D2025/08/31 2.12 3.30 1.98 2.81 4.76
EAA Fund GBP Flexible Allocation PSG Wealth Global Flexible FoF (GBP) Class D2025/08/31 4.10 7.25 4.59 4.78 9.05
EAA Fund Global Flex-Cap Equity PSG Global Equity Sub-Fund Class A2025/08/31 2.70 19.41 15.86 16.80 6.66
PSG Global Equity Sub-Fund Class B2025/08/31 2.81 20.01 16.50 17.43 8.65
EAA Fund Global Large-Cap Blend Equity PSG Wealth Global Creator Fund of Funds Class D2025/08/31 3.41 10.29 14.58 8.79 9.92
EAA Fund USD Cautious Allocation PSG Wealth Global Preserver FoF (USD) Class D2025/08/31 1.87 6.66 6.67 3.54 3.86
EAA Fund USD Flexible Allocation PSG Global Flexible Sub-Fund Class A2025/08/31 22.89 16.79 14.23 14.17 6.61
PSG Global Flexible Sub-Fund Class B2025/08/31 24.41 17.32 14.75 14.67 7.24
PSG Investment Management Global Flexible Fund of Funds (Dollar)2025/08/31 1.82 9.72 7.41 3.09 3.13
PSG Wealth Global Flexible FoF (USD) Class D2025/08/31 3.56 9.89 8.80 4.66 8.05
EAA Fund USD Moderate Allocation PSG Wealth Global Moderate Fund of Funds Class D2025/08/31 2.36 8.70 9.39 5.49 5.71

Fund display name Performance –As at 2025/09/12
1 year %3 year %5 year %Inception %
PSG Wealth Income Growth Equity Portfolio 12.66 12.29 12.75 4.35
PSG Wealth Offshore Equity Portfolio (USD) 14.39 11.37 9.96 11.56
PSG Wealth SA Equity Portfolio 28.08 12.95 12.69 6.50
PSG Wealth SA Property Equity Portfolio 15.16 20.52 22.04 1.27

Economic Calendar

View the Economic Calendar

Fund performance

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