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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
117.6274    -0.1785    (-0.152%)
NAV price (ZAR) Thu 30 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* 3.84% 1038.40 1009.76
6 Mnths* 12.80% 1128.00 1014.71
1 Year 16.93% 1169.30 1034.10
3 Years 16.54% 1582.70 1043.68
5 Years 21.06% 2600.30
10 Years 9.87% 2563.00 1050.66
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.69% 311.52 301.07
6 Mnths* 11.00% 639.69 605.64
1 Year 20.67% 1343.24 1148.93
3 Years 15.52% 4607.29 3344.49
5 Years 15.21% 9020.10 5740.15
10 Years 11.79% 22938.92 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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