PSG Equity Fund

Fund Overview

Fund Fact Sheet

Risk Profile

Low Medium High

Objective

The PSG Equity fund is a general fund and the manager in selecting securities for the portfolio, will seek to offer investors long-term capital growth and earn a higher total rate of return than that of the South African equity market as represented by the All Share Index including income, without assuming a greater risk.

Benchmark

FTSE/JSE All Share Index

Investor Profile

  • The fund aims to provide outstanding capital growth and to deliver consistent upper quartile returns within an acceptable risk profile
  • Are comfortable with market fluctuation i.e. short-term volatility
  • Typically have an investment horizon of five years plus

Offshore Exposure:

Yes

Inception Date:

31 December 1997

Fund Code:

PSGG

Fund Manager(s):

Shaun le Roux
PSG Asset Management

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