PSFS Investment Process

This mind map sets out, in some detail,, the steps which we take in evaluating individual unit trust or mutual funds. This evaluation process then detemines whether or not a fund will qualify to be included in our Client Portfolio Construction universe of approved funds. By using extensive quantitative and qualitative measures we have been able to filter our approved fund universe from 900 funds down to 50 funds. This process, which is rigidly applied, has ensured that our client portfolios are constructed in line with client risk profiles and investment objectives and the historical performance has been well above average. Vist our website at http://www.peterstrydomfs.co.za