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0.96  /  0.75%

128.58

NAV on 2020/05/29
NAV on 2020/05/28 127.62
52 week high on 2020/04/21 135.5
52 week low on 2019/07/15 104.32
Total Expense Ratio on 2020/03/31 1.33
Total Expense Ratio (performance fee) on 2020/03/31 0
NAV Incl Dividends
1 month change -1.88% -1.88%
3 month change 9.07% 9.07%
6 month change 14.88% 15.06%
1 year change 18.2% 18.39%
5 year change 0% 0%
10 year change 0% 0%
Price data is updated once a day.
  • Sectoral allocations
Liquid Assets 26.99 2.63%
Offshore 997.52 97.37%
  • Top five holdings
  • Performance against peers
  • Fund data  
Management company:
PSG Collective Investments (RF) Ltd.
Formation date:
2017/11/02
ISIN code:
ZAE000249470
Short name:
U-PWEGLPR
Risk:
Unknown
Sector:
Global--Multi Asset--Low Equity
Benchmark:
EAA USD Cautious Allocation (ZAR) Average
Contact details

Email
assetmanagement@psg.co.za

Website
http://www.psg.co.za/asset-management

Telephone
021-799-8000

  • Fund management  
Adriaan Pask
PSG Asset Management (Pty) Ltd.


  • Fund manager's comment
No fund manager's comment available.
  • Fund focus and objective  
The PSG Wealth Preserver Fund of Funds' investment objec..ve is to achieve capital apprecia..on with low vola..lity and a low correla..on to equity markets through all market cycles. Investments to be included will, apart from cash and assets in liquid form, mainly consist of par..cipatory interests in Collec..ve Investment Schemes, whether listed or not, which follow an absolute return strategy. The fund operates within the constraints of Regula..on 28 of the Pension Funds Act.
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