PSG Flexible Fund

Fund Overview

Risk Profile

Low Medium High

Objective

The PSG Flexible Fund is a managed flexible portfolio and will seek to follow an investment policy which will aim to achieve superior medium to long term capital growth through exposure to selected sectors of the equity market, and/or gilt market and/or money market. The asset allocation will be actively managed and will continually reflect the portfolio manager’s view of the relative attractiveness of the equity, gilt and money markets, both locally and abroad. The selected sectors of the equity portion will change from time to time in accordance with changing market conditions and economic trends.

Benchmark

Inflation + 6%

Investor Profile

  • The fund invests in a flexible combination of investments in the equity, bond and money markets.

Offshore Exposure:

Yes

Inception Date:

2 November 1998

Fund Code:

PSGO

Fund Manager(s):

Jan Mouton
PSG Asset Management

The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.