PSG Stable Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Low Equity
Assets Under Management (R m) (Mar 2019)
R4 663 R 83 1.7799%
Number of Accounts (Mar 2019)
127 14 11.02%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 1 922 R 1 774
    Local    R 1 056    R 1 033
    Foreign    R 866    R 741
Cash Instr. R 2 660 R 2 786
    Local    R 2 648    R 2 768
    Foreign    R 13    R 19
Property R 0 R 0
On FoF R 81 R 20
Fund Investment Aims, Objective and/or Universe
The PSG Stable Fund's objective is to achieve capital appreciation and generate a performance return of CPI+3% over a rolling three­year period with low volatility and low correlation to equity markets through all market cycles.

The investment policy provides for investment in a mix of debt securities, money market instruments, bonds, inflation­linked securities, listed equities and property, preference shares and other high yielding securities and derivatives.The fund may have up to 40% in equities.The fund operates within the constraints of Regulation 28 of the Pension Funds Act.
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