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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
127.6669    +0.9402    (+0.742%)
NAV price (ZAR) Thu 12 Mar 2026 (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* 6.32% 1063.20 1013.91
6 Mnths* 13.49% 1134.90 1014.89
1 Year 27.89% 1278.90 1034.91
3 Years 15.48% 1539.90 1042.34
5 Years 16.29% 2126.60
10 Years 10.77% 2781.30 1049.17
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 1.60% 303.21 303.78
6 Mnths* 9.36% 633.64 607.96
1 Year 21.12% 1346.52 1224.02
3 Years 17.52% 4761.00 3417.27
5 Years 15.74% 9157.96 5805.66
10 Years 12.68% 24195.12 12486.57
* 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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