Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Buy Now!
Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
113.5944    +0.3129    (+0.276%)
NAV price (ZAR) Fri 12 Sep 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* 3.07% 1030.70 1012.72
6 Mnths* 12.69% 1126.90 1020.71
1 Year 18.70% 1187.00 1034.99
3 Years 15.88% 1556.10 1043.68
5 Years 18.97% 2383.80
10 Years 9.74% 2532.90 1050.52
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 1.92% 303.85 302.25
6 Mnths* 7.87% 628.15 607.61
1 Year 15.92% 1308.65 1137.14
3 Years 14.17% 4506.45 3339.60
5 Years 14.49% 8840.09 5743.11
10 Years 11.29% 22278.38 12442.67
* 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

Powered by ProfileData
Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

Follow us on: