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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
133.9706    +0.9127    (+0.686%)
NAV price (ZAR) Mon 15 Jun 2026 (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* 5.14% 1051.40 1019.27
6 Mnths* 11.38% 1113.80 1027.15
1 Year 22.86% 1228.60 1040.22
3 Years 16.72% 1590.30 1040.51
5 Years 16.11% 2110.00
10 Years 11.21% 2892.40 1048.62
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 1.85% 303.73 303.61
6 Mnths* 6.16% 621.92 611.36
1 Year 18.94% 1330.56 1229.97
3 Years 18.29% 4821.54 3478.57
5 Years 16.10% 9251.42 5871.34
10 Years 13.12% 24841.33 12588.17
* 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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