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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
117.6468    +0.0194    (+0.016%)
NAV price (ZAR) Fri 31 Oct 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* 3.74% 1037.40 1000.00
6 Mnths* 12.51% 1125.10 1014.71
1 Year 18.14% 1181.40 1034.99
3 Years 16.33% 1574.10 1042.38
5 Years 21.33% 2628.80
10 Years 9.84% 2555.90 1050.66
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.48% 311.10 301.07
6 Mnths* 10.76% 638.82 605.64
1 Year 20.42% 1341.41 1148.93
3 Years 15.44% 4601.02 3344.49
5 Years 15.16% 9007.83 5740.15
10 Years 11.76% 22907.71 12421.52
* 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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