How the PSG Flexible Fund is positioning itself to achieve its objectives

PSG Money Market Fund Class F
In this video, Fund Manager Duayne le Roux shares his insights into the role of money market funds in a portfolio and when they may be an appropriate choice as part of an investor’s overall portfolio. PSG Money Market Fund Class F Minimum Disclosure Document (MDD):

How the PSG Flexible Fund is positioning itself to achieve its objectives

In this video, Fund Manager Shaun le Roux shares how the PSG Flexible Fund has managed to deliver equity-like returns at lower levels of risk for its investors. He also provides insights into how the fund is currently being managed, given a tough and volatile macroenvironment

Shifting dynamics in fixed income markets

In this video, fixed income team member Ané Craig highlights how dynamics have shifted in the fixed income markets, and what investors can expect in 2025. This video was recorded before two days of load shedding occurred at the end of January 2025.

How the PSG Balanced Fund is navigating market uncertainty

In this video, Head of Equities Justin Floor shares his insights into how a multi-asset fund can help investors overcome some of the greatest challenges they face in building long-term wealth, and highlights a number of benefits an ‘all-in-one' solution like the PSG Balanced Fund offers. He then delves into the fund’s current positioning, given elevated levels of market uncertainty and unpacks how they ensure the fund remains on course to deliver on its fund objectives over the appropriate time frames. Click here to read the article mentioned in the discussion: https://www.psg.co.za/news-and-publications/articles/feature/anpq42024-addressing-client-needs PSG Balanced Fund Minimum Disclosure Document (MDD): https://download.psg.co.za/files/asset-management/fund-fact-sheets/PSG-Balanced-Fund-Class-E.pdf

Our approach to selecting SA equities

In this video, Fund Manager Mikhail Motala explains how SA equity selection works in light of PSG Asset Management’s integrated 3M investment process, and why we believe this helps to deliver better outcomes for the clients invested in our funds.

Questions plaguing fixed income investors in 2025

South African bond investors benefited from great returns in 2024, but by comparison 2025 got off to a bumpy start. With the possibility of a rate cut on the horizon, how should investors think about their exposure to fixed income markets? In this video, Head of Fixed income Ané Craig unpacks developments in the South African fixed income market. She also touches on the possibility of a new inflation framework, and provides insights into how investors can access low risk, inflation-beating returns.

Focus on policy changes rather than rhetoric

In this video, Fund manager Shaun le Roux argues that investors should focus on policy changes, rather than getting caught up in political rhetoric – which can be quite noisy. He first highlights the government of national unity as a case where policy has essentially not changed, despite high noise levels, and contrasts that to the US, where the increases in tariffs mark a departure from the previous policy stance. He then cautions investors against being complacent about the policy changes coming out of the US.

Portfolio construction amidst uncertainty

In this video Chief Investment Officer John Gilchrist unpacks the key market moves that stand out from the current noise as having a potentially significant impact for investors. He points out that we are currently seeing a highly challenging environment, the potential reordering of global trade and a move to a multipolar world, which will have serious implications for investors.