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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
103.6234    -0.4645    (-0.446%)
NAV price (ZAR) Wed 8 Jan 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* -0.73% 992.70 997.36
6 Mnths* 4.77% 1047.70 1004.21
1 Year 12.67% 1126.70 1028.94
3 Years 11.57% 1388.70 1053.70
5 Years 13.56% 1888.30
10 Years 9.01% 2370.10 1051.80
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 0.05% 300.09 299.38
6 Mnths* 1.55% 605.44 599.44
1 Year 10.56% 1270.91 1208.48
3 Years 11.28% 4300.45 3826.25
5 Years 14.21% 8772.17 6771.45
10 Years 9.93% 20569.78 15123.30
* 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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