PSG Diversified Income Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Income
Assets Under Management (R m) (Mar 2019)
R- R 1 754 0%
Number of Accounts (Mar 2019)
- 120 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 159
    Local    R 0    R 92
    Foreign    R -    R 67
Cash Instr. R - R 1 518
    Local    R -    R 1 502
    Foreign    R -    R 15
Property R 0 R 0
On FoF R - R 78
Fund Investment Aims, Objective and/or Universe
The PSG Diversified Income Fund's objective is to preserve capital while maximising income returns for investors.The fund comprises of a mix of high­yielding securities, property, bonds, preference shares and assets in liquid form (both local and foreign).

The fund will optimise the asset allocation to achieve the objective over time.The equity exposure of the porfolio, excluding property shares, is limited to 10%.The fund may include financial instruments up to the extent and limits allowed by legislation.The fund operates within the constraints of Regulation 28 of the Pension Funds Act.
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