Marriott Fund Research Tool

Not logged in

Home

Create
Portfolio

Compare
Funds

Rank
Funds

Login

Quick Fund Search Results x

Matching funds will be listed here after typing two or more characters.

Domestic Funds

Offshore Funds

x

Funds

Mancos

Sectors

Benchmarks

Loading index data...

E-mail

Print

PSG Investment Management Cautious Fund of Funds | South African-Multi Asset-Low Equity

1.4258 +0.0043 (+0.302%)
NAV price (ZAR) Wed 16 Apr 2025 (change prev day)

Asset Allocation

Income and Performance

Risk Profile

Asset Allocation: Quarterly Comparison

Change

Quarter Ended

RSA Equity

-1.48%

39.10%

40.58%

Int Equity

0.00%

RSA Bonds

14.63%

47.10%

32.47%

Int Bonds

0.00%

RSA Real Estate

-0.02%

0.60%

0.62%

Int Real Estate

0.00%

RSA Cash

-13.13%

13.20%

26.33%

Int Cash

0.00%

Asset Allocation: Two Year Quarterly History

Asset Class	4Q 2024	3Q 2024	2Q 2024	1Q 2024	4Q 2023	3Q 2023	2Q 2023	1Q 2023
RSA Equity	39.10%	40.58%	39.70%	38.10%	40.22%	39.21%	38.30%	38.30%
Int Equity	-	-	-	-	-	-	-	-
Total Equity	39.10%	40.58%	39.70%	38.10%	40.22%	39.21%	38.30%	38.30%
RSA Bonds	47.10%	32.47%	36.50%	31.30%	24.13%	22.67%	32.10%	39.90%
Int Bonds	-	-	-	-	-	-	-	-
Total Bonds	47.10%	32.47%	36.50%	31.30%	24.13%	22.67%	32.10%	39.90%
RSA Real Estate	0.60%	0.62%	0.50%	1.00%	-	-	0.80%	1.10%
Int Real Estate	-	-	-	-	-	-	-	-
Total Real Estate	0.60%	0.62%	0.50%	1.00%	-	-	0.80%	1.10%
RSA Cash	13.20%	26.33%	23.30%	29.60%	35.65%	38.12%	28.80%	20.70%
Int Cash	-	-	-	-	-	-	-	-
Total Cash	13.20%	26.33%	23.30%	29.60%	35.65%	38.12%	28.80%	20.70%
Total	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%
RSA Total	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%
Int Total	-	-	-	-	-	-	-	-