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PSG Multi-Management Cautious FoF A

Ranked 46 out of 62 in - Conservative ZAR over 12 months
All calculations are in ZAR unless stated

Managed by

Adriaan Pask

Objective

To provide a balance between growth and income and to achieve long term capital growth at moderate to conservative levels. The portfolio will invest in other collective investment schemes, which will in turn invest in a diversified spread of instruments, including a range of equity, bond, money market, fixed interest and property. The portfolios exposure equity will tend to vary between 0% and 40%. The fund will comply with regulations governing retirement funds.

Performance

Conservative ZAR over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 7.6% 2.1% 0.5% 3.4% 1.4%
2016 4.5% 1.6% 1.1% 1.5% 0.2%
2015 7.7% 3.1% 1.1% -0.1% 3.5%
2014 8.6% 1.4% 3.1% 1.5% 2.4%
2013 14.7% 4.3% 1.6% 4.9% 3.2%
2012 11.9% 2.5% 1.2% 3.8% 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date01/12/2011
  • Share Class size242Mn
  • Base currencyZAR
  • ISIN ZAE000162525

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment250

Charges

  • Annual management1.14%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).