Our Local Unit Trusts
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| FUND | OBJECTIVE |
| PSG CORE FUNDS | |
| PSG Equity Fund | The fund aims to provide outstanding capital growth and to deliver consistent upper quartile returns within an acceptable risk profile.
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| PSG Flexible Fund | The portfolio aims to achieve superior medium to long term capital growth through exposure to selected sectors of the equity market, and/or the gilt market and/or the money market.
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| PSG Balanced Fund | The primary objective of the fund is long growth of capital and a reasonable level of income for investors.
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| PSG Stable Fund | The fund will seek to generate a performance return of CPI + 4% over a rolling two year period, while aiming to achieve capital appreciaiton with low volatility and low correlation to equity markets through all market cycles.
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| PSG Income Fund | The objective of the fund comprises is to maximise income while achieving long term capital appreciation as interest rate cycles allow.
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| PSG Money Market Fund |
The fund aims to obtain a high level of income as is consistent with capital preservation and liquidity. Click here to access the fund’s prospectus
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| PSG Global Equity Feeder Fund | The fund aims to outperform the average of the world’s equity markets, as represented by the MSCI Daily Total Return Net World USD (the “Benchmark”).
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| PSG Alphen Foreign Flexible FoF | The primary objective of the portfolio is long term capital appreciation through active asset allocation management of a diversified portfolio of collective investment schemes.
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| PSG SPECIALIST FUNDS | |
| PSG Preferred Dividend Fund | The objective of the portfolio is to seek to preserve capital and to maximize dividend income returns for investors.
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| PSG Optimal Income Fund | The fund comprises a mix of high yielding equity securities, property, bonds, preference shares and assets in liquid form, both locally and abroad, thereby generating both tax free and taxable income.
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| PSG Destiny Multi Asset FoFs | The fund is a flexible fund, which is to achieve maximum capital growth on a year-to-year basis over the longer term, with the generation of income being of a secondary nature.
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| PSG ALPHEN FUNDS OF FUNDS | |
| PSG Alphen Income FoFs | The fund aims to provide relative capital stability and to maximise income returns for the investor.
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| PSG Alphen Cautious FoFs | The fund aims to provide a balance between growth and income and to achieve long term capital growth at moderate to conservative levels.
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| PSG Alphen Prudential FoFs |
This fund is a prudential fund of fund which aims to firstly, preserve capital and to secondly, attempt to grow both the capital and income over the medium to long term. Click here to access the fund’s prospectus Click here to access the latest fund fact sheet |
| PSG Alphen Equity FoFs | The fund aims to provide outstanding capital growth and to deliver consistent upper quartile returns within an acceptable risk profile.
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