Our Investments
| Investment Name | Type | Risk | Time Horizon | ||
|---|---|---|---|---|---|
| PSG Balanced Fund | Unit Trust | High, Medium, Medium high | 05 to 50 years |  |
|
| PSG Diversified Income Fund | Unit Trust | Low, Low medium, Medium | 01 to 35 years | |
|
| PSG Equity Fund | Unit Trust | High, Medium high | 03 to 50 years | |
|
| PSG Income Fund | Unit Trust | Low, Low medium | 02 to 15 years | |
|
| PSG Stable Fund | Unit Trust | Low, Low medium, Medium | 01 to 30 years | |
|
| Coronation Strategic Income Fund | Unit Trust | Low, Low medium, Medium | 01 to 05 years | |
|
| Satrix Alsi Index Fund | ETF | High, Medium, Medium high | 05 to 50 years | |
We’ve queried our database of tax-free investments and selected ones that match your risk level and time horizon. So using the inputs you gave us on the previous page, we’ve queried our database for products that fit.
If you want to change your time horizon or risk tolerance, please use the investment picking tool again.
Click the i next to each investment for more information about it. You can also click on the “contact me” links to have subscribing investment providers contact you.
PSG Balanced Fund
The primary objective of the PSG Balanced Fund is long-term growth of capital and a reasonable level of income for investors. The fund invests in a mix of securities, nonequity securities and assets in liquid form.
The asset allocation will be actively managed and reflect the portfolio manager’s view of the relative attractiveness of the equity, gilt and money markets, both locally and abroad. For more information about PSG’s Tax Free Investment Plan, click here.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 4.60% | 11.20% |
| 3 Year | 12.10% | 10.60% |
PSG Diversified Income Fund
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 | 7.1 | 5.4 |
| 3 | 8.0 | 6.2 |
| 5 | 7.4 | 6.1 |
PSG Equity Fund
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 | 16.1 | 16.2 |
| 3 | 24.5 | 19.4 |
| 10 | 18.2 | 18.1 |
PSG Income Fund
The fund’s objective is to maximise income while achieving long-term capital appreciation as interest rate cycles allow.
It invests in assets in liquid form, a diversified range of fixed interest securities including but not limited to loan stock, debentures, debenture stock, bonds and unsecured notes.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 | 6.9 | 6.0 |
| 3 | 5.6 | 5.6 |
PSG Stable Fund
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 | 7.2 | 8.3 |
| 2 | 9.5 | 8.4 |
| 3 | 10.8 | 8.5 |
Coronation Strategic Income Fund
Overview
TAX FREE INVESTMENT PLAN
You can make flexible contributions (lump sum, debit order or ad hoc contributions) up to specified limits: a maximum of R30 000 per year and R500 000 over the lifetime of the investment. These limits are set by law. There are no restrictions on withdrawals, so you can access your savings at any time.
Choose to invest in a broad range of unit trusts available on the PSG Wealth investment platform. You can choose any combination of unit trusts that do not charge performance fees and offer clean pricing (i.e. do not have a rebate fee structure). You can also switch between unit trusts easily and cost effectively at any time.
Minimum lump sum investments: R6 000
Minimum debit order investments: R500 per month
For more information and how to invest, click here or visit our FAQ page.
Click here for a list of available unit trusts
Click here for the Tax Free Investment Plan Key Information Document
The Coronation Strategic Income fund
Downloads
Suitable for investors who…
- are conservative but want a more creative way of investing their money than money market funds, in order to achieve higher returns.
- Want income producing assets in their portfolio.
- Require regular interest payments from their portfolio.
- Want actively managed fixed interest investments
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 | 8.60% | 7.10% |
| 3 | 7.60% | 6.40% |
| 5 | 8.90% | 6.20% |
| 10 | 9.10% | 7.80% |
Satrix Alsi Index Fund
Fund Objective
This is a passive, pure equity fund which tracks the performance of the FTSE/JSE All Share Index.
Fund Strategy
We believe that the benchmark choice and resulting returns form the most important elements of an equity strategy – by investing in a passive vehicle the returns to investment strategies are known.
Why choose this fund?
*This fund is ideal for the investor who seeks general market performance through a well-diversified equity portfolio at low costs.
*The fund is rebalanced quarterly and therefore incurs minimal trading fees.
*This is a passive, 100% equity investment with no stock picking or asset allocation calls.
*This fund could also serve as the core component of the equity portion of a client’s portfolio.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | -0.47% | 0.21% |
| 3 Year | 13.21% | 14.38% |
