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PSG Balanced Fund

Code: PSGG

Overview:

The PSG Balanced Fund's objective is to achieve long-term capital growth and a reasonable income level for investors. The fund is sits at the higher end of the risk/reward spectrum, and investors should be comfortable with fluctuations in shares on stock markets and be prepared to accept the risk of capital loss over the short term.

Fund performance

Source: Profile Data

Downloads

Suitable for investors who:

  • Aim to build wealth with a balanced risk approach and diversification across asset classes.
  • Are comfortable with market fluctuations in the short term.
  • Willing to accept potential capital loss.
  • Want to invest in a regulation 28 compliant fund.
  • Have an investment horizon of 5-10-years.

Benchmark:

South African Inflation + 5%

Strategy:

The PSG Balanced Fund is actively managed, investing in equities, bonds, property, and cash locally and in foreign markets. The fund can have up to 75% in equities, 25% in listed property and 45% can be invested in foreign assets and may include listed and unlisted financial instruments (derivate).

Fund Manager

Justin Floor

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