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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
103.5446    +0.4043    (+0.392%)
NAV price (ZAR) Tue 19 Nov 2024 (change prev day)


APFF A-Class Performance Charts
3 months performance chart
6 months performance chart
1 year performance chart
3 years performance chart
     Fund        Benchmark
Performance Overview
R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.78% 1037.80 1011.52
6 Mnths* 7.57% 1075.70 1018.47
1 Year 16.22% 1162.20 1039.91
3 Years 12.35% 1418.30 1061.91
5 Years 13.34% 1870.10
10 Years 9.03% 2373.90 1052.75
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 0.46% 300.92 303.37
6 Mnths* 5.01% 617.79 608.65
1 Year 13.35% 1290.42 1230.36
3 Years 12.17% 4362.78 3913.85
5 Years 14.75% 8906.29 6915.01
10 Years 10.06% 20733.18 15437.85
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     PSG Balanced Fund - A Class       Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised

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