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.
PSG 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.
Local Funds
PSG Wealth local funds of funds portfolios invest in portfolios of other collective investment schemes. For the PSG Investment 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.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
Through our tried-and tested investment philosophy, we have built competitive global solutions to help clients achieve their investment goals.
Global Funds
| Morningstar Category | Fund fact sheet | Reg 28 compliant | Available for TFIP* investment | Only available via PSG Advisers |
|---|---|---|---|---|
| Global - Equity - General | PSG Global Equity Feeder Fund Class A | – | – | |
| PSG Global Equity Feeder Fund Class E | – | – | ||
| PSG Wealth Global Creator Feeder Fund Class D | – | |||
| Global - Multi Asset - Flexible | PSG Global Flexible Feeder Fund Class A | – | – | – |
| PSG Global Flexible Feeder Fund Class B | – | – | – | |
| PSG Wealth Global Flexible Feeder Fund Class D | – | |||
| PSG Wealth Global Moderate Feeder Fund Class D | – | |||
| Global - Multi Asset - Low Equity | PSG Wealth Global Preserver Feeder Fund Class D | – |
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.
Other Currencies
Through our tried-and tested investment philosophy, we have built competitive global solutions to help clients achieve their investment goals.
Other Currencies
| Morningstar Category | Fund fact sheet | Reg 28 compliant | Available for TFIP* investment | Only available via PSG Advisers |
|---|---|---|---|---|
| EAA Fund GBP Cautious Allocation | PSG Wealth Global Preserver FoF (GBP) Class D | – | – | |
| EAA Fund GBP Flexible Allocation | PSG Wealth Global Flexible FoF (GBP) Class D | – | – | |
| EAA Fund Global Flex-Cap Equity | PSG Global Equity Sub-Fund Class A | – | – | – |
| PSG Global Equity Sub-Fund Class B | – | – | – | |
| EAA Fund Global Large-Cap Blend Equity | PSG Wealth Global Creator Fund of Funds Class D | – | – | |
| EAA Fund USD Cautious Allocation | PSG Wealth Global Preserver FoF (USD) Class D | – | – | |
| EAA Fund USD Flexible Allocation | PSG Global Flexible Sub-Fund Class A | – | – | – |
| PSG Global Flexible Sub-Fund Class B | – | – | – | |
| PSG Investment Management Global Flexible Fund of Funds (Dollar) | – | – | – | |
| PSG Wealth Global Flexible FoF (USD) Class D | – | – |