psg wealth global flexible fund fact sheet

The fund aims to achieve steady growth of capital and income through global asset allocation and superior stock selection across all industry sectors. opportunity.

J = J J =JJ E?N >?>? is a rand-denominated equity feeder fund whose investment policy provides for bonds, unsecured notes, as well as other non-equity securities and financial superior medium- to long-term capital growth by investing in selected sectors The fund is a The PSG Equity Fund's objective is to offer investors

)> # G )D G )( ! The equity exposure of the portfolio, excluding property shares, is investment in a mix of securities and assets in liquid form and can include listed The PSG Balanced Fund's objective is to achieve ASISA South African - Multi Asset - High Equity Category Average This allows you to cater to your individual investment needs. The PSG Global Equity Feeder

The PSG Income Fund's objective is to maximise income &CB? The portfolio may include financial instruments up to the ** Please note these funds are only available to clients via advisers.

securities and derivatives. Who should invest?

three-year period with low volatility and low correlation to equity markets

a diversified range of fixed-interest securities, loan stock, debentures stock, the portfolio will change from time to time in accordance with changing market 1" L %: 3A " &: 5O (&! The fund has a (derivatives) in its portfolio.

income returns for investors. In fact, personal, long-term relationships is the foundation of our service and commitment to you. market or money market.

The fund

domiciled in Malta, whose investment policy provides for it to invest mainly in The fund may have up to 40% in equities. = 1 &! appreciation and generate a performance return of CPI+3% over a rolling

Those investors seeking a suitable vehicle for retirement provision and those investors wishing to tilt their portfolio to value with minimised risk exposure. Glacier Invest Wrap Funds. rand-denominated feeder fund, whose investment policy provides for it to invest be invested in foreign equity and may include listed and unlisted financial instruments @ 3$$$% % %9 8 3?B??@?

= ! PSG Flexible Class A (Performance) ZAR 584 521.0 SA CPI+6% (Benchmark) ZAR 551 523.1 Value of no onal R100,000 invested on 11/1/2004 with all distribu ons reinvested on reinvestment date a er fees. through all market cycles. The Prudential Balanced Fund conforms to the regulations governing retirement fund investments. long-term capital growth without assuming a greater risk, and earn a higher

the world’s equity markets, as represented by the MSCI Daily Total Return Net

. ) Aim to build wealth The PSG Stable Fund's objective is to achieve capital The PSG Global Equity Sub-Fund’s investment objective Apologies, It seems that we couldn't find any results for "Please select which division you would like to log in to.Please select which division you would like to register for.We manage a suite of rand-denominated local unit trusts. These fund fact sheets provide detailed information on the available funds, including each fund's objective, composition, sector allocation, asset allocation and performance. Latest Fund Fact sheets. while achieving as much long-term capital appreciation as interest rate cycles The fund operates within the foreign markets and may include listed and unlisted financial instruments limited to 10%. The portfolio comprises of a mix of high-yielding The selected sectors of the equity portion of long-term growth of capital and a reasonable level of income for investors. constraints of Regulation 28 of the Pension Funds Act. The fund will optimise the asset allocation to achieve the objective PSG Wealth Global Flexible Fund of Funds Class A (USD) PSG Wealth Global Flexible Fund of Funds Class D (USD) PSG Wealth Global Flexible Fund of Funds Class A (Pound) PSG Wealth Global Flexible Fund … equities, bonds, property and cash both domestically and in foreign markets. shares. The fund aims to achieve steady growth of capital and income through global asset allocation and superior stock selection across all industry sectors.