8
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

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Page 1: Market moves / Mark bewegings Local Markets International ... › Uploads › office › 462 › newsletters › Weekly … · Market moves / Mark bewegings In the News/ In die Nuus

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

Page 2: Market moves / Mark bewegings Local Markets International ... › Uploads › office › 462 › newsletters › Weekly … · Market moves / Mark bewegings In the News/ In die Nuus

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

Page 3: Market moves / Mark bewegings Local Markets International ... › Uploads › office › 462 › newsletters › Weekly … · Market moves / Mark bewegings In the News/ In die Nuus

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

Page 4: Market moves / Mark bewegings Local Markets International ... › Uploads › office › 462 › newsletters › Weekly … · Market moves / Mark bewegings In the News/ In die Nuus

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

Page 5: Market moves / Mark bewegings Local Markets International ... › Uploads › office › 462 › newsletters › Weekly … · Market moves / Mark bewegings In the News/ In die Nuus

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

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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

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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

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Stockbroking/Portfolio Management Team

[email protected]

Share trading/ Aandeleverhandeling

Portfolio Management Administrator

Financial Planning Team

[email protected]

[email protected]

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

[email protected]

JOHAN NÖTHLING

Support / Ondersteuning

[email protected]

[email protected]

Portfolio Management / Portefeuljebestuur

Stockbroking / Aandelemakelaar

Investment advice / Beleggingsadvies

Investment advice / Beleggingsadvies Investment advice / Beleggingsadvies

Portfolio Management / Portefeuljebestuur

Investment advice / Beleggingsadvies

BAREND WESSELS 

[email protected]

[email protected]

Financial Planning/ Finansiële Beplanning

CRAIG HURNDALL CFP®

[email protected]

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®

[email protected]

Administration / Administrasie

Portfolio Management Administrator

ANINA DE VILLIERS

Stockbroking / Aandelemakelaar

BEN PETERSEN

Financial Planning/ Finansiële Beplanning

NADINE BROCK

[email protected]

Support / Ondersteuning

Administration / Administrasie