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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
103.9838    +0.0336    (+0.032%)
NAV price (ZAR) Fri 29 Nov 2024 (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* 2.74% 1023.10 999.15
6 Mnths* 9.01% 1083.60 1004.29
1 Year 14.69% 1151.90 1028.09
3 Years 13.34% 1454.00 1055.79
5 Years 13.60% 1892.20
10 Years 9.02% 2371.80 1051.46
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 1.09% 302.19 299.66
6 Mnths* 5.74% 620.40 600.52
1 Year 14.12% 1295.88 1212.51
3 Years 12.43% 4381.24 3847.62
5 Years 14.90% 8943.96 6804.14
10 Years 10.14% 20820.88 15193.30
* 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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