Morningstar

PSG Wealth Global Creator Feeder Fund A PCFA

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return ZAR 4.92  /  +0.07 %
  • Fund Size ZAR 33.6B
  • Adjusted Expense Ratio —
  • Net Expense Ratio 2.400%
  • Fee Level: Distribution High
  • Share Class Type —
  • Morningstar Category Global Large-Cap Blend Equity
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment ZAR 2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis PCFA

Will PCFA outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCFA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCFA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PCFA’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PSG Wealth Global Creator FF A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings PCFA

More PCFA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PSG Wealth Global Creator FoF D USD

99.74 33B
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Rand Capital Account

0.17 56M
Cash and Equivalents

Usd Capital Account

0.07 25M
Cash and Equivalents

Usd Settlement Account

0.07 25M
Cash and Equivalents

Summary Expense

0.04 14M
Cash and Equivalents

Summary Expense

−0.03 −9M
Cash and Equivalents

PSG Wealth Global Creator FoF D USD

−0.07 −25M
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