PSG Wealth Global Moderate Feeder Fund
MANAGEMENT Fund Manager's Comment
Adriaan Pask, MComm (Investment Management)
FUND OBJECTIVES AND FOCUS

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)


Click here to Download CSV
WEBGRAPH
RANKING
SectorGlobal-Multi Asset-Flexible
SizeR1,253,152,251
Sector Rank: 13 out of 20
(lump sum over 3 years to 31 July 2019)
Overall Rank: 478 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1149 at 31 July 2019
( 4.75% annual compound return)
R100 per month since 31 July 2016 was worth R 3998 at 31 July 2019
( 6.71% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:22 SEP 1999 Holdings:7
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
FOREIGNDIRFCE (Foreign Invest)01,250,267,405 99.77 %
CASH (Cash on call)02,773,612 0.22 %
TOTAL R1,253,041,01799.99%

Send e-mail to
© 2019 SHARENET (PTY) Ltd, Cape Town, South Africa
Home     Terms & conditions    Privacy Policy
    Security Notice    Contact Details
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.