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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
114.4356    +0.4670    (+0.410%)
NAV price (ZAR) Mon 30 Jun 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* 8.59% 1080.00 1005.41
6 Mnths* 11.43% 1121.20 1021.99
1 Year 19.85% 1198.50 1027.25
3 Years 17.01% 1602.10 1046.20
5 Years 19.52% 2438.60
10 Years 9.34% 2441.20 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 8.62% 317.58 301.53
6 Mnths* 13.85% 650.37 562.87
1 Year 19.31% 1333.24 1087.05
3 Years 15.27% 4588.11 3283.09
5 Years 15.46% 9086.40 5681.83
10 Years 11.28% 22256.85 12350.21
* 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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