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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
104.9943    +0.3786    (+0.362%)
NAV price (ZAR) Fri 4 Oct 2024 (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* 5.65% 1056.50 1012.27
6 Mnths* 13.33% 1133.30 1016.64
1 Year 22.23% 1222.30 1045.48
3 Years 14.53% 1502.40 1061.49
5 Years 14.30% 1950.70
10 Years 9.43% 2461.90 1052.50
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 3.97% 308.01 302.47
6 Mnths* 10.15% 636.53 606.59
1 Year 18.90% 1330.20 1227.93
3 Years 13.65% 4468.45 3912.46
5 Years 15.59% 9119.85 6905.58
10 Years 10.42% 21164.28 15413.81
* 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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