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Manager's
Fact Sheet
Fund Profile
Manager's Commentary
PSG Balanced Fund  |  South African–Multi Asset–High Equity
Reg Compliant
107.8654    +0.7715    (+0.720%)
NAV price (ZAR) Fri 25 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* 5.67% 1056.70 1016.49
6 Mnths* 4.91% 1049.10 1015.62
1 Year 18.02% 1180.20 1027.00
3 Years 12.56% 1425.90 1053.12
5 Years 20.10% 2498.30
10 Years 8.46% 2253.50 1051.65
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* 5.22% 310.55 273.45
6 Mnths* 7.33% 626.20 533.58
1 Year 13.28% 1289.95 1056.66
3 Years 12.81% 4408.46 3256.78
5 Years 14.52% 8848.29 5658.01
10 Years 10.48% 21235.08 12327.19
* 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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