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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
105.8719    +0.4930    (+0.468%)
NAV price (ZAR) Tue 1 Apr 2025 (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* 3.09% 1030.90 1021.89
6 Mnths* 1.92% 1019.20 1021.01
1 Year 16.64% 1166.40 1032.46
3 Years 10.94% 1365.40 1054.98
5 Years 21.34% 2630.80
10 Years 8.61% 2283.50 1052.20
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 2.39% 304.81 274.90
6 Mnths* 4.13% 614.63 536.41
1 Year 9.87% 1266.11 1062.27
3 Years 11.66% 4326.99 3274.06
5 Years 13.85% 8684.76 5688.03
10 Years 10.16% 20842.61 12392.61
* 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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