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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The Investec Managed Fund aims to provide investors with stable growth of capital over the long term. The objective is to achieve returns well in excess of the fund’s peer group average, measured over three to five year periods.