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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
121.4594    +0.2125    (+0.175%)
NAV price (ZAR) Mon 15 Dec 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* 6.98% 1069.80 1001.93
6 Mnths* 10.31% 1103.10 1013.70
1 Year 20.90% 1209.00 1035.99
3 Years 15.66% 1547.10 1041.42
5 Years 17.75% 2263.50
10 Years 10.79% 2786.80 1050.48
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.59% 311.32 300.29
6 Mnths* 10.06% 636.22 602.83
1 Year 21.09% 1346.35 1173.42
3 Years 15.97% 4641.07 3357.59
5 Years 15.12% 8999.26 5739.98
10 Years 12.07% 23324.17 12390.66
* 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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