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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
122.4631    +0.2629    (+0.215%)
NAV price (ZAR) Tue 30 Dec 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* 6.47% 1064.70 1000.00
6 Mnths* 10.30% 1103.00 1009.76
1 Year 22.98% 1229.80 1034.99
3 Years 15.99% 1560.40 1041.08
5 Years 18.13% 2300.10
10 Years 10.53% 2722.40 1050.38
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 6.52% 313.22 300.00
6 Mnths* 11.11% 640.10 602.25
1 Year 22.20% 1354.56 1172.28
3 Years 16.34% 4669.37 3354.33
5 Years 15.34% 9054.14 5734.41
10 Years 12.17% 23466.43 12378.64
* 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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