Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Buy Now!
Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
127.4167    -0.2502    (-0.196%)
NAV price (ZAR) Fri 13 Mar 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* 6.12% 1061.20 1013.91
6 Mnths* 13.26% 1132.60 1014.89
1 Year 27.87% 1278.70 1034.91
3 Years 15.73% 1549.90 1042.34
5 Years 16.24% 2122.50
10 Years 10.75% 2775.90 1049.17
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 1.31% 302.62 303.78
6 Mnths* 9.03% 632.40 607.96
1 Year 20.76% 1343.88 1224.02
3 Years 17.40% 4751.67 3417.27
5 Years 15.67% 9140.01 5805.66
10 Years 12.65% 24147.70 12486.57
* 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

Powered by ProfileData
Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

Follow us on: