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TRANSCRIPT
Issue: 2020-06-22 Weekly Wrap-Up
Last 1W +/-% 6M +/-% 1Y +/-% Last 1W +/-% 6M +/-% 1Y +/-%
J203 54328.67 1.28 -5.37 -7.83 DJI 25871.46 1.04 -9.08 -3.17
J203_TR 8362.85 1.09 -3.94 -4.74 SP500 3097.74 1.86 -3.83 4.99
J200 49949.35 1.42 -2.35 -5.58 NDX 10008.64 3.57 15.33 29.50
J510 35741.64 0.91 1.18 5.56 UKX 6288.91 3.01 -17.06 -15.10
J530 58722.16 1.36 1.39 -2.11 DAX 12310.08 3.02 -7.57 -0.24
J550 17243.88 3.27 -22.55 -27.62 PX1 4966.23 2.62 -17.53 -10.45
J580 26603.72 -3.70 -32.83 -38.54 NK 22345.00 0.74 -5.92 5.30
J540 4027.68 1.54 -10.15 2.74 HSI 24511.34 0.86 -12.06 -13.92
J520 26857.50 -3.48 -33.00 -36.72 XJO 5944.50 1.65 -12.79 -10.62
J560 3740.26 3.51 -21.13 -38.69 SENSEX 34867.84 3.22 -16.35 -11.04
J590 41717.95 5.54 35.57 34.34 IBOV 96572.10 4.07 -16.11 -5.33
J253 276.01 1.22 -37.85 -43.48 RTSI 1248.65 0.85 -18.06 -9.19
USDZAR 17.36 1.46 22.07 21.23 GLDSPOT 1748.02 0.89 18.28 24.98
GBPZAR 21.52 0.63 16.35 17.98 PLTSPOT 814.92 -0.39 -10.25 0.96
EURZAR 19.48 1.31 23.57 19.46 PLDSPOT 1913.00 -1.14 3.18 27.53
JPYZAR 0.16 1.81 24.91 21.51 BRT 42.18 5.87 -36.11 -35.40
CNYZAR 2.45 1.49 20.84 17.66 WTI 39.78 11.91 -34.07 -30.92
Rand Crosses / Wisselkoerse Commodities / Kommoditeite
Description Description
Local Markets International Markets
NASDAQ 100
FTSE 100
Frankfurt DAX Index
CAC 40
NIKKEI 225
HANG SENG INDEX
TYGERVALLEY STOCKBROKERS
Market moves / Mark bewegings
In the News/ In die Nuus
China Yuan Renminbi (b) vs South
African Rand Spot (CNY/ZAR)
JSE Health Care Index
JSE Financials Index
JSE Consumer Services Index
WTI Spot Indicator
JSE Technology Index
Platinum Spot Indicator
JSE Industrials Index
JSE Telecommunication Index
Palladium Spot Indicator
Brent Spot Indicator
Gold Spot Indicator
Monday, 22 June, 2020
Moscow RTS Index JSE SA Listed Property Index
United States Dollar (b) vs South African
Rand Spot (USD/ZAR)
Pound Sterling (b) vs South African Rand
Spot (GBP/ZAR)
Euro (b) vs South African Rand Spot
(EUR/ZAR)
Japanese Yen (b) vs South African Rand
Spot (JPY/ZAR)
JSE All Share Index
J203 Total Return Index
JSE Top 40 Index
JSE Basic Materials Index
JSE Consumer Goods Index
S&P/ASX 200
India SENSEX Stock Market Index
Brazil Bovespa Index
Dow Jones Industrial Average
S&P 500
Five Things You Need to Know to Start Your Day
Stocks try to shake off second wave virus fears
Global Stocks Trade Mixed Amid Fresh Virus Concern: Markets Wra
Global dollar crunch appears over as central banks rely less on Fed backstop
10 Wonderful Examples Of Using Artificial Intelligence (AI) For Good
Mboweni's dark hour | This week's budget may unite leaders or crush the facade
LESETJA KGANYAGO: Reserve Bank’s aggressive response has helped allay economic crisis
No, this time will not be different if SA prints money
DY PE Last 1W +/-% 6M +/-% 1Y +/-% EBITDA/SALES ROA ROE NETDEBT/EQUITY NETDEBT/EBITDA
NPN 0.26% 28.21 R 3,139.33 5.35% 33.68% 24.96% 0.53 19.96% 25.64% -22.42% -1.85
PRX 0.00% 43.66 R 1,591.59 7.21% 52.83% 0.00% 0.96 19.96% 25.64% 3.53% 0.16
VOD 6.64% 13.58 R 127.64 -0.42% 9.63% 2.37% 0.49 9.27% 17.10% 35.48% 0.87
DY PE Last 1W +/-% 6M +/-% 1Y +/-% EBITDA/SALES ROA ROE NETDEBT/EQUITY NETDEBT/EBITDA
CFR 2.67% 23.51 R 110.65 0.16% 1.93% -7.87% 0.22 3.26% 5.65% 5.54% 0.30
MRP 4.50% 14.11 R 143.04 -0.60% -23.32% -31.27% 0.19 28.05% 36.96% -33.71% -0.73
IPL 6.21% 7.25 R 39.57 -6.52% -34.82% -29.62% 0.06 1.06% 3.41% 66.68% 1.18
SUI 0.00% 1.87 R 15.53 28.24% -62.31% -70.08% 0.28 2.73% 15.33% 284.42% 2.46
SPG 0.00% 5.12 R 19.23 -2.98% -34.10% -42.15% 0.10 4.45% 10.90% 24.12% 0.81
TRU 10.19% 6.72 R 37.82 0.29% -25.29% -49.90% 0.19 6.05% 8.92% 9.01% 0.24
WHL 5.65% 9.63 R 34.01 1.40% -30.18% -30.87% 0.19 -2.86% -9.62% 150.81% 1.04
DY PE Last 1W +/-% 6M +/-% 1Y +/-% EBITDA/SALES ROA ROE NETDEBT/EQUITY NETDEBT/EBITDA
ANH 3.11% 15.66 R 884.84 1.25% -23.48% -31.47% 0.39 3.91% 11.72% 113.20% 4.73
BID 2.24% 19.82 R 286.94 8.90% -15.66% -12.12% 0.05 6.47% 14.78% 16.71% 0.67
BTI 5.47% 11.47 R 682.89 5.49% 12.57% 34.15% 0.43 3.97% 8.79% 66.58% 3.84
RNI 1.25% - R 295.88 -1.37% 6.30% 27.05% -2.94 #N/A #N/A #N/A #N/A
SHP 2.94% 14.16 R 109.82 3.00% -16.02% -32.83% 0.06 6.72% 15.88% 34.75% 0.98
SPP 4.57% 15.09 R 176.94 -0.38% -12.20% -9.72% 0.03 6.63% 29.68% 83.39% 1.67
TBS 5.00% 13.31 R 180.91 4.63% -16.07% -21.77% 0.14 16.76% 23.50% -7.82% -0.30
DY PE Last 1W +/-% 6M +/-% 1Y +/-% EBITDA/SALES ROA ROE NETDEBT/EQUITY NETDEBT/EBITDA
ABG 12.18% 4.80 R 92.20 -3.97% -38.36% -49.20% #N/A 1.06% 12.80% #N/A #N/A
CML 10.07% 9.86 R 41.74 2.15% 2.93% -12.20% -0.33 2.21% 57.92% -18.78% 0.35
DSY 1.97% 14.12 R 108.06 -0.41% -11.86% -29.60% #N/A 5.40% 16.72% #N/A #N/A
FSR 7.47% 7.24 R 38.70 -11.38% -39.43% -45.09% #N/A 1.93% 23.22% #N/A #N/A
INL 10.67% 3.75 R 35.06 -1.88% -40.04% -45.65% #N/A 1.93% 25.02% #N/A #N/A
JSE 4.93% 15.30 R 124.67 -2.83% 3.58% -15.81% -0.84 1.69% 17.51% -70.71% 1.51
LBH 10.51% 5.77 R 67.64 0.15% -40.79% -36.91% #N/A 0.69% 13.08% #N/A #N/A
NED 12.76% 4.32 R 110.28 -4.29% -49.24% -58.09% #N/A 1.13% 14.11% #N/A #N/A
OMU 10.03% 5.07 R 11.83 -7.14% -40.64% -46.35% #N/A 1.03% 12.03% #N/A #N/A
QLT 3.19% 14.41 R 30.16 4.65% 2.06% 17.26% #N/A 0.07% 2.11% #N/A #N/A
REM 3.85% 10.11 R 107.00 -2.73% -44.72% -44.56% 0.09 4.78% 6.37% 3.92% 0.94
RMI 3.52% 11.76 R 31.24 3.10% -0.29% -10.33% #N/A 8.94% 17.25% #N/A #N/A
SLM 5.58% 13.10 R 59.65 -0.58% -25.91% -25.95% #N/A 0.84% 10.45% #N/A #N/A
SBK 9.49% 5.96 R 103.73 -6.68% -38.60% -49.72% #N/A 1.20% 15.15% #N/A #N/A
PSG 0.00% 13.92 R 164.16 -6.19% -29.18% -33.31% 0.12 2.43% 13.24% 6.92% 0.40
DY PE Last 1W +/-% 6M +/-% 1Y +/-% EBITDA/SALES ROA ROE NETDEBT/EQUITY NETDEBT/EBITDA
MEI 1.21% 9.85 R 59.58 1.50% -20.56% 8.58% 0.18 -4.78% -10.21% 77.42% 4.25
APN 0.00% 10.42 R 148.68 5.67% 23.24% 42.32% 0.26 5.07% 12.39% 71.91% 3.54
DY PE Last 1W +/-% 6M +/-% 1Y +/-% EBITDA/SALES ROA ROE NETDEBT/EQUITY NETDEBT/EBITDA
BVT 4.24% 10.51 R 141.99 -5.31% -31.02% -30.27% 0.10 6.28% 14.83% 25.89% 0.88
RLO 14.06% 6.32 R 38.14 -5.15% -50.79% -42.98% 0.11 7.61% 10.56% -7.48% -0.52
PSG Wealth Tygervalley Stockbroking and Financial Planning Watchlist
Shoprite Holdings Ltd
Investec Ltd
PSG Group Ltd
Coronation Fund Mngrs Ld
Discovery Ltd
Sun International Ltd
Super Group Ltd
Consumer discretionary
Prosus N.V.
Communication services
Naspers Ltd -N-
Vodacom Group Ltd
Reunert Ltd
Financials
Absa Group Limited
Reinet Investments S.C.A
Aspen Pharmacare Hldgs Ltd
Quilter Plc
Remgro Ltd
Rand Merchant Inv Hldgs Ltd
Sanlam Limited
Tiger Brands Ltd
Compagnie Fin Richemont
Mr Price Group Ltd
Anheuser-Busch InBev SA NV
Imperial Logistics Ltd
Truworths Int Ltd
Consumer staples
Liberty Holdings Ltd
Woolworths Holdings Ltd
The Spar Group Ltd
Standard Bank Group Ltd
British American Tob plc
Firstrand Ltd
JSE Ltd
Healthcare
Mediclinic Int plc
BID Corporation Ltd
Nedbank Group Ltd
Old Mutual Limited
Industrials
Bidvest Ltd
WBO 1.93% 10.35 R 98.50 -6.07% -30.71% -8.80% 0.02 2.60% 8.20% -92.23% -6.69
DY PE Last 1W +/-% 6M +/-% 1Y +/-% EBITDA/SALES ROA ROE NETDEBT/EQUITY NETDEBT/EBITDA
AGL 3.84% 10.32 R 393.35 0.68% -1.35% 0.65% 0.31 6.55% 11.59% 13.98% 0.47
BHP 9.38% 14.23 R 350.20 -2.42% 4.77% -1.74% 0.51 7.80% 14.77% 17.78% 0.40
GLN 7.69% - R 36.12 -2.64% -18.28% -29.19% 0.06 -0.32% -0.95% 93.40% 2.96
MNP 3.89% 12.47 R 333.05 7.53% 2.76% 3.76% 0.23 9.79% 19.78% 50.22% 1.30
SOL 4.14% 4.64 R 142.50 1.82% -54.34% -61.70% 0.25 0.95% 1.89% 54.37% 2.43
DY PE Last 1W +/-% 6M +/-% 1Y +/-% EBITDA/SALES ROA ROE NETDEBT/EQUITY NETDEBT/EBITDA
GRT 14.97% 6.68 R 14.70 -1.54% -33.54% -40.37% 0.41 4.53% 8.42% 67.74% 10.25
RDF 31.94% 3.07 R 3.07 4.07% -59.61% -66.81% 0.27 3.32% 5.88% 72.87% 16.18
BHP Group Plc
Wilson Bayly Hlm-Ovc Ltd
Real estate
Growthpoint Prop Ltd
Redefine Properties Ltd
Anglo American plc
Materials
Sasol Limited
Glencore plc
Mondi plc
Calendar: Important Dates and Events for the upcoming week
Last 1W +/-% 6M +/-% 1Y +/-% 2Y +/-%
2020-06-22 GRT R 14.70 -1.54% -33.54% -40.37% -42.80%
2020-06-22 LAB R 0.46 53.33% 12.20% 17.95% 15.00%
2020-06-22 TKG R 27.40 15.81% -25.16% -71.33% -44.18%
2020-06-22 10:00:00 AM TKG R 27.40 15.81% -25.16% -71.33% -44.18%
2020-06-23 PGR R 19.38 -0.10% 4.76% 12.54% -10.90%
2020-06-23 9:00:00 AM MTH R 32.90 -2.66% -60.60% -60.83% 0.00%
2020-06-23 11:30:00 AM #N/A #N/A #N/A #N/A #N/A
2020-06-23 11:30:00 AM #N/A #N/A #N/A #N/A #N/A
2020-06-24 DCCUS2 R 1,769.70 1.99% 24.43% 22.81% 52.04%
2020-06-24 IMRP4 R - 0.00% 0.00% 0.00% 0.00%
2020-06-24 VOD R 127.64 -0.42% 9.63% 2.37% 3.65%
2020-06-24 UCP R 0.11 0.00% -35.29% -31.25% -53.19%
2020-06-24 10:00:00 AM ITE R 11.90 11.21% -10.66% -13.77% -10.86%
2020-06-24 10:00:00 AM #N/A #N/A #N/A #N/A #N/A
2020-06-24 10:00:00 AM #N/A #N/A #N/A #N/A #N/A
2020-06-24 1:00:00 PM #N/A #N/A #N/A #N/A #N/A
2020-06-25 JSE R 124.67 -2.83% 3.58% -15.81% -23.75%
2020-06-25 ART R 4.60 6.98% -18.29% -8.18% 24.32%
2020-06-25 MRP R 143.04 -0.60% -23.32% -31.27% -37.13%
2020-06-25 MRP R 143.04 -0.60% -23.32% -31.27% -37.13%
2020-06-25 10:00:00 AM AMS R 1,153.20 0.28% -12.85% 41.83% 260.03%
2020-06-25 10:00:00 AM #N/A #N/A #N/A #N/A #N/A
2020-06-25 11:30:00 AM #N/A #N/A #N/A #N/A #N/A
2020-06-25 1:00:00 PM #N/A #N/A #N/A #N/A #N/A
2020-06-26 HDC R 77.87 0.41% -30.00% -36.17% -47.47%
2020-06-26 HLM R 1.35 17.39% -33.17% -56.73% -73.53%
2020-06-26 9:00:00 AM SBK R 103.73 -6.68% -38.60% -49.72% -44.96%
2020-06-26 9:00:00 AM SBKP R 0.61 0.00% -18.67% -41.90% -7.58%
2020-06-26 10:00:00 AM HUG R 4.47 -0.22% -17.22% -25.50% -50.22%
2020-06-26 10:30:00 AM TAS R 0.02 0.00% -50.00% -85.71% -94.26%
2020-06-29 #N/A #N/A #N/A #N/A #N/A
2020-06-29 NPN R 3,139.33 5.35% 33.68% 24.96% 33.34%
2020-06-29 RLO R 38.14 -5.15% -50.79% -42.98% -50.62%
2020-06-29 2:00:00 PM MRP R 143.04 -0.60% -23.32% -31.27% -37.13%
Standard Bank Group Ltd.: Annual General Meeting
Standard Bank Group Ltd.: Annual General Meeting
Huge Group Ltd.: Investor Meeting
Taste Holdings Ltd.: Shareholders Meeting
South African Reserve Bank: South African Reserve Bank Annual Report
Naspers Ltd.: Q4 2020 Earnings Release
Reunert: Q2 2020 Earnings Call
Mr. Price Group Ltd.: Shareholders Meeting
Date TimePrice action
EventSymbol
Mr. Price Group Ltd.: Q4 2020 Earnings Call
Mr. Price Group Ltd.: Q4 2020 Earnings Release
Anglo American Platinum Ltd.: Annual General Meeting
Statistics South Africa: Wholesale Trade Sales
Statistics South Africa: PPI
Statistics South Africa: Motor Trade Sales
Hudaco Industries Ltd.: Q2 2020 Earnings Release
Hulamin Ltd.: Q4 2020 Earnings Release
Investec Bank (Mauritius) Ltd Redeemable preference shares IMRP4: Ex Dividend 94.431236 ZAR | Ex 2020-06-24 | Pay 2020-07-01
Vodacom Group Limited: Ex Dividend 4.050000 ZAR | Ex 2020-06-24 | Pay 2020-06-29
Unicorn Capital Partners Ltd.: Q4 2020 Earnings Release
Statistics South Africa: Retail Trade Sales
JSE Ltd.: Annual General Meeting
Argent Industrial Ltd.: Q4 2020 Earnings Release
Growthpoint Properties Ltd.: Q3 2020 Sales and Revenue Release - Pre-Close Update
Labat Africa Ltd.: Q4 2020 Earnings Release
Telkom SA SOC Ltd.: Q4 2020 Earnings Release
Telkom SA SOC Ltd.: Q4 2020 Earnings Call
Peregrine Holdings Ltd.: Q4 2020 Earnings Release
Motus Holdings Ltd. (South Africa): Q4 2020 Sales and Revenue Call - Trading Update
Statistics South Africa: Quarterly Labour Force Survey
Statistics South Africa: Quarterly Labour Force Survey - Unemployment Rate
2YR Dollar Custodial Certificates: Ex Dividend 8.951250 ZAR | Ex 2020-06-24 | Pay 2020-06-29
Italtile Ltd.: Shareholders Meeting
Statistics South Africa: CPI
Statistics South Africa: CPI - CPI, Y/Y%
All Prices as of close / Alle pryse soos en met sluiting
Unit Trust
Rank Fund Type TR 1Y +/-% TR 3Y +/-% TR 5Y +/-% StdDev1Y StdDev3Y StdDev5Y 3Y SHARP 5Y SHARP
1 Fixed Income 5.38% 9.43% 0.00% 3.99% 2.53% 0.00% 2.002 -
2 Fixed Income 8.60% 9.04% 9.11% 2.48% 1.44% 1.28% 3.245 3.701
3 Fixed Income 8.64% 9.04% 9.09% 0.82% 0.63% 0.53% 7.415 8.901
4 Fixed Income 9.92% 8.73% 8.74% 0.69% 0.41% 0.39% 10.640 11.207
5 Fixed Income 7.76% 8.55% 8.78% 0.75% 0.55% 0.48% 7.604 9.196
Rank Fund Type TR 1Y +/-% TR 3Y +/-% TR 5Y +/-% StdDev1Y StdDev3Y StdDev5Y 3Y SHARP 5Y SHARP
1 Allocation 25.12% 14.34% 0.00% 14.93% 15.69% 0.00% 0.635 -
2 Allocation 23.06% 12.49% 0.00% 13.83% 16.12% 0.00% 0.504 -
3 Allocation 23.78% 12.26% 9.32% 15.25% 15.82% 15.21% 0.499 0.325
4 Allocation 20.32% 12.09% 0.00% 13.08% 16.19% 0.00% 0.477 -
5 Allocation 20.40% 11.41% 9.08% 12.50% 14.44% 14.36% 0.488 0.328
Rank Fund Type TR 1Y +/-% TR 3Y +/-% TR 5Y +/-% StdDev1Y StdDev3Y StdDev5Y 3Y SHARP 5Y SHARP
1 Allocation 24.95% 14.40% 11.98% 15.22% 15.81% 15.38% 0.635 0.495
2 Allocation 21.51% 13.27% 10.95% 14.36% 16.16% 15.40% 0.551 0.427
3 Allocation 18.56% 13.06% 0.00% 14.54% 16.98% 0.00% 0.512 -
4 Allocation 23.71% 12.84% 10.00% 14.78% 16.16% 15.81% 0.524 0.356
5 Allocation 21.22% 12.50% 10.41% 12.77% 15.14% 14.71% 0.537 0.411
Rank Fund Type TR 1Y +/-% TR 3Y +/-% TR 5Y +/-% StdDev1Y StdDev3Y StdDev5Y 3Y SHARP 5Y SHARP
1 Equity 21.37% 11.49% 8.23% 18.57% 14.97% 13.03% 0.476 0.296
2 Equity 5.88% 10.89% 8.24% 42.08% 26.26% 21.71% 0.248 0.178
3 Equity 27.45% 10.68% 0.00% 12.54% 0.00% 0.00% - -
4 Equity -0.72% 10.60% 0.00% 25.44% 17.96% 0.00% 0.347 -
5 Equity 5.44% 10.46% 7.81% 42.06% 26.26% 21.70% 0.232 0.159
Rank Fund Type TR 1Y +/-% TR 3Y +/-% TR 5Y +/-% StdDev1Y StdDev3Y StdDev5Y 3Y SHARP 5Y SHARP
1 Allocation 200.45% 41.75% 26.54% 177.02% 102.52% 0.00% 0.365 -
2 Allocation 122.44% 28.73% 0.00% 277.14% 158.71% 0.00% 0.153 -
3 Allocation 35.10% 20.19% 11.80% 16.14% 18.26% 17.40% 0.867 0.427
4 Allocation 27.53% 20.15% 0.00% 12.59% 15.89% 0.00% 0.993 -
5 Allocation 34.73% 19.96% 11.56% 16.13% 18.21% 17.37% 0.856 0.414
Rank Fund Type TR 1Y +/-% TR 3Y +/-% TR 5Y +/-% StdDev1Y StdDev3Y StdDev5Y 3Y SHARP 5Y SHARP
1 Equity 68.29% 30.13% 0.00% 22.98% 19.31% 0.00% 1.334 -
2 Equity 61.53% 21.92% 0.00% 24.09% 19.52% 0.00% 0.899 -
3 Equity 39.02% 20.04% 14.63% 19.05% 16.01% 14.65% 0.979 0.700
4 Equity 33.49% 19.36% 0.00% 26.23% 20.87% 0.00% 0.718 -
5 Equity 29.72% 17.71% 14.71% 22.24% 16.79% 15.25% 0.794 0.678 PSG Wealth Global Creator FF D
Top 5 performers per Solution segments (Funds ranked by 36mth performance. Performances include reinvested distributions.)
Anchor BCI Flexible B
Select BCI Worldwide Flexible B
Anchor BCI Flexible A
Segment - Global Large-Cap Blend Equity
Description
IP Global Momentum Equity B
Anchor BCI Global Equity FF A
Autus Prime Global Equity FF A
Sygnia 4th Industrial Revolution Gl Eq B
36ONE BCI Equity B
Fairtree Equity Prescient B3
Methodical Equity Prescient B1
Momentum Trending Equity B1
Fairtree Equity Prescient B2
Segment - Flexible Allocation
Description
SMM Institutional Positive Return 2 B8
Anchor Securities BCI Flexible A
Segment - Moderate Allocation
Description
Ninety One Global Strategic Managed FF Z
AF Investments Strategic Global Bal FF A
PPS Global Balanced FoF B
Sanlam Global Balanced FoF B5
Momentum International Balanced FF B4
Segment - South Africa & Namibia Equity
Description
Hollard Prime Yield-Plus E
STANLIB Income B1
Segment - Cautious Allocation
Description
STANLIB Global Balanced Cautious FF B3
Ninety One Global Multi-Asset Inc FF I
Sanlam Global Cautious FoF
ABSA Global Multi Asset FF A
Prudential Global Inflation Plus FF B
Segment - Bond - Short Term
Description
Truffle SCI Income Plus C
AF Investments Income B
Ninety One High Income Z
Please remember that past performance is not indicative of future results.
Fund Type TR 1Y +/-% TR 3Y +/-% TR 5Y +/-% StdDev1Y StdDev3Y StdDev5Y 3Y SHARP 5Y SHARP
Fixed Income 7.44% 7.55% 7.56% 0.20% 0.16% 0.17% 19.872 18.742
Fixed Income 7.21% 7.40% 8.11% 3.70% 2.27% 1.88% 1.333 1.989
Allocation 1.99% 4.76% 5.92% 11.46% 7.39% 6.18% 0.053 0.251
Allocation -0.72% 3.64% 4.61% 17.71% 11.83% 10.04% (0.062) 0.024
Equity -5.45% 2.09% 2.16% 26.93% 17.55% 15.00% (0.130) (0.147)
Allocation 0.00% 0.00% 0.00% 12.72% 0.00% 0.00% - -
Allocation 21.23% 11.77% 8.76% 12.04% 15.12% 14.96% 0.489 0.294
Allocation 27.63% 15.57% 11.85% 11.52% 15.53% 15.01% 0.721 0.499
Equity 29.72% 17.71% 14.71% 22.24% 16.79% 15.25% 0.794 0.678
Please remember that past performance is not indicative of future results.
Description
PSG Wealth Enhanced Interest D
PSG Wealth Income FoF D
PSG Wealth Preserver FoF D
PSG Wealth Moderate FoF D
PSG Wealth Creator FoF D
Segment
ZAR/NAD Bond - Short Term
ZAR/NAD Bond - Short Term
ZAR/NAD Cautious Allocation
ZAR/NAD Moderate Allocation
South Africa & Namibia Equity
PSG Wealth Global Preserver FF D
PSG Wealth Global Moderate FF D
PSG Wealth Global Flexible FF D
PSG Wealth Global Creator FF D
ZAR/NAD Cautious Allocation
ZAR/NAD Moderate Allocation
ZAR/NAD Flexible Allocation
Global Large-Cap Blend Equity
AnnualizedPSG Solutions / PSG Oplossings
Our services / Ons dienste
Contact details/ Kontak besonderhede
Stockbroking / Aandelemakelaar
Building A, Carl Cronje drive, Tyger Valley, 7536 / Gebou A, Pro Sano Park, Carl Cronje weg, Tyger ValleiAdres / Address
www.psg.co.za/tygervalley-stockbrokersWebsite / Webtuiste
Trust and Fiduciary services / Trust-en-Fidusiêre dienste
021 915 0006/1Fax/Faks
021 915 0019
Offshore Investments / Buitelandse beleggings
Postal / Posbus PO Box 3335, Tyger Valley, 7536 / Posbus 3335, Tyger Vallei, 7536
Portfolio Management / Portefeuljebestuur
Tel
Unit trust Investments / Effektetrust beleggings
Financial Planning / Finansiële Beplanning
Estate Planning / Boedelbeplanning
Stockbroking/Portfolio Management Team
Share trading/ Aandeleverhandeling
Portfolio Management Administrator
Financial Planning Team
TYGERVALLEY STOCKBROKING AND FINANCIAL PLANNING | Building A, Carl Cronje drive, Tyger Valley, 7536 | PO Box 3335, Tygervalley 7536 |
Tel: 021 915 0000 | Fax: 021 915 0006/1 | psg.co.za/tygervalley-stockbrokers
Unit trust Investments / Effektetrust beleggings
Financial Planning/ Finansiële Beplanning
Support / Ondersteuning
Unit trust Investments / Effektetrust beleggings
JANNETTE ERASMUS
JOHAN NÖTHLING
Support / Ondersteuning
Portfolio Management / Portefeuljebestuur
Stockbroking / Aandelemakelaar
Investment advice / Beleggingsadvies
Investment advice / Beleggingsadvies Investment advice / Beleggingsadvies
Portfolio Management / Portefeuljebestuur
Investment advice / Beleggingsadvies
BAREND WESSELS
Financial Planning/ Finansiële Beplanning
CRAIG HURNDALL CFP®
MARIQUE WINTERBACH
MARELI SCHOEMAN
Financial Planning/ Finansiële Beplanning Financial Planning/ Finansiële Beplanning
EVETTE LUDICK
This publication has been issued by PSG Tyger Valley Stockbrokers. The opinions expressed in this document are the opinions of the writer and not necessarily those of PSG. It is issued for the information of clients only. It shall not be reproduced in whole or in part without our permission. The
information contained herein has been obtained from sources which and persons whom we believe to be reliable but is not guaranteed for accuracy, completeness or otherwise. Opinions and estimates constitute our judgment as of the date of this material and are subject to change without
notice. Past performance is not indicative of future results. This report is provided for informational purposes only. No information contained herein, no opinion expressed and no recommendation made constitutes a representation by us or a solicitation for the purchase of any of the securities
mentioned herein and we have no responsibility whatsoever arising here from or in consequence hereof. Securities, financial instruments or strategies mention herein may not be suitable for all investors.
PSG Wealth Financial Planning (Pty) Ltd is an authorised financial services provider. FSP 728
RUAN VORSTER CFP®
Administration / Administrasie
Portfolio Management Administrator
ANINA DE VILLIERS
Stockbroking / Aandelemakelaar
BEN PETERSEN
Financial Planning/ Finansiële Beplanning
NADINE BROCK
Support / Ondersteuning
Administration / Administrasie