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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
114.4356    +0.4670    (+0.410%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


Fund: PSG Balanced Fund
 
  • Income bar frequency: 1 quarter
  • Chart reflects TRI
  •  
          
          
     
     Initial Investment:  Period:   Invested From: Invested To: Performance:  
      R  
     
    TRI NAV  

    TRI Performance (%)
    Fund Name1 Year3 Years5 Years7 Years10 Yearsp.a.*cumulative*
    PSG Balanced Fund A 19.75 17.01 19.52 10.30 9.33 19.52 143.86
    South African--Multi Asset--High Equity 15.16 13.34 11.92 8.94 7.61 11.92 75.60
    *Custom Period
    *Note: All returns are annualised, except the 'cumulative' column which shows unannualised performance for the custom period.

    Income Produced (Rand)
    Fund Name1 Year3 Years5 Years7 Years10 YearsCustom
    PSG Balanced Fund A 3 753.55 12 305.89 24 109.70 24 347.48 36 857.59 24 109.70