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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
105.3939    -1.0653    (-1.001%)
NAV price (ZAR) Thu 3 Apr 2025 (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* 2.86% 1028.60 1021.89
6 Mnths* 2.26% 1022.60 1021.01
1 Year 16.71% 1167.10 1032.46
3 Years 10.77% 1359.20 1054.98
5 Years 21.09% 2603.90
10 Years 8.56% 2273.50 1052.20
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 1.71% 303.44 274.90
6 Mnths* 3.36% 611.85 536.41
1 Year 9.04% 1260.39 1062.27
3 Years 11.38% 4307.45 3274.06
5 Years 13.69% 8645.54 5688.03
10 Years 10.08% 20748.49 12392.61
* 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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