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PSG Investment Management Cautious Fund of Funds | South African-Multi Asset-Low Equity

1.4509 -0.0022 (-0.151%)
NAV price (ZAR) Thu 22 May 2025 (change prev day)

Asset Allocation

Income and Performance

Risk Profile

Asset Allocation: Quarterly Comparison

Change

Quarter Ended

RSA Equity

-0.40%

38.70%

39.10%

Int Equity

0.00%

RSA Bonds

-7.40%

39.70%

47.10%

Int Bonds

0.00%

RSA Real Estate

0.30%

0.90%

0.60%

Int Real Estate

0.00%

RSA Cash

7.50%

20.70%

13.20%

Int Cash

0.00%

Asset Allocation: Two Year Quarterly History

Asset Class	1Q 2025	4Q 2024	3Q 2024	2Q 2024	1Q 2024	4Q 2023	3Q 2023	2Q 2023
RSA Equity	38.70%	39.10%	40.58%	39.70%	38.10%	40.22%	39.21%	38.30%
Int Equity	-	-	-	-	-	-	-	-
Total Equity	38.70%	39.10%	40.58%	39.70%	38.10%	40.22%	39.21%	38.30%
RSA Bonds	39.70%	47.10%	32.47%	36.50%	31.30%	24.13%	22.67%	32.10%
Int Bonds	-	-	-	-	-	-	-	-
Total Bonds	39.70%	47.10%	32.47%	36.50%	31.30%	24.13%	22.67%	32.10%
RSA Real Estate	0.90%	0.60%	0.62%	0.50%	1.00%	-	-	0.80%
Int Real Estate	-	-	-	-	-	-	-	-
Total Real Estate	0.90%	0.60%	0.62%	0.50%	1.00%	-	-	0.80%
RSA Cash	20.70%	13.20%	26.33%	23.30%	29.60%	35.65%	38.12%	28.80%
Int Cash	-	-	-	-	-	-	-	-
Total Cash	20.70%	13.20%	26.33%	23.30%	29.60%	35.65%	38.12%	28.80%
Total	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%
RSA Total	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%	100.00%
Int Total	-	-	-	-	-	-	-	-