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PSG Wealth Global Moderate Feeder Fund Summary Fact Sheet
Global--Multi Asset--Flexible
 
Technical Overview
Formation Date: 22 Sep 1999
Holdings: 7
Original Price: 100
Pricing System: Forward
 
Price (A - Class)
 
Management
Adriaan Pask, MComm (Investment Management)
 
Ranking
Sector: Global-Multi Asset-Flexible
Fund Size: R1 253 152 251 (as at 30 Jun 2019)
Sector Rank: 16 out of 30
(lump sum over 1 years to 31 Aug 2019)
Overall Rank: 470 out of 1263
(lump sum over 1 years to 31 Aug 2019)
R1000 invested on 31 Aug 2018 was worth R1 024.19 on 31 Aug 2019 (2.42% annual compound return)
R100 per month since 31 Aug 2018 was worth R1 313.37 on 31 Aug 2019 (16.57% annual return compounded monthly)
 
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
   
Focus and Objective
The PSG Wealth Global Moderate Feeder Fund is a foreign flexible fund. The primary objective of the portfolio is to provide long-term capital growth and to create an internationally diversified investment medium for investors. It will invest in a range of participatory interests or any other form of participation in portfolios of collective investment schemes or other similar schemes with an investment policy which is characterised as being of an equity, gilt, money market or income nature, provided the inclusion of the participatory interest or any other form of participation in portfolios of collective investment schemes complies with the requirements of the Act and any regulations thereto. (All underlying funds are FSB approved)
 
Latest Fund Manager Comment / News
Fund Name Changed
The PSG Konsult Global Moderate Feeder Fund will change it's name to PSG Wealth Global  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 30 Jun 2019
Share No Units Value (Rm) % of Fund
Totals   0.00 0.00%
 
Comparative Performance
 
Portfolio Structure as at 30 Jun 2019
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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