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PSG Wealth Global Moderate Feeder Fund | Global-Multi Asset-Flexible

4.7321 +0.0218 (+0.463%)
NAV price (ZAR) Wed 16 Jul 2025 (change prev day)

Performance

Income and Performance

Risk Profile

PSGI 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*	2.69%	1026.90	1004.53
6 Mnths*	1.60%	1016.00	1021.09
1 Year	5.05%	1050.50	1027.22
3 Years	9.99%	1330.70	1045.89
5 Years	6.35%	1360.50	1054.46
10 Years	7.15%	1994.50	1050.38

R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	2.69%	1026.90	1004.53
6 Mnths*	1.60%	1016.00	1021.09
1 Year	5.05%	1050.50	1027.22
3 Years	9.99%	1330.70	1045.89
5 Years	6.35%	1360.50
10 Years	7.15%	1994.50	1050.38

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	2.38%	304.78	300.47
6 Mnths*	2.20%	607.75	575.16
1 Year	5.50%	1236.39	1098.36
3 Years	7.32%	4037.05	3284.83
5 Years	6.94%	7190.36	5672.74
10 Years	7.27%	17675.96	12317.86

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	2.38%	304.78	300.47
6 Mnths*	2.20%	607.75	575.16
1 Year	5.50%	1236.39	1098.36
3 Years	7.32%	4037.05	3284.83
5 Years	6.94%	7190.36	5672.74
10 Years	7.27%	17675.96	12317.86

* Periods shorter than 12 months are not annualised.

Discrete Rolling Performance

PSG Wealth Global Moderate Feeder Fund - A Class Sector

Quartile Ranking Data

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

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 has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

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