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Tools and Resources
Fund Fact Sheets
Once you have selected your solution, choose the underlying investment options from the range of premium funds available on our platform.
| Investment Horizon | Risk Profile | Monthly Fact Sheet | Quarterly Fact Sheet | Fund Brochure | |
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| PPS Equity Fund | Long Term | Aggressive |
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| PPS Global Balanced Fund of Funds | Long Term | Aggressive |
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| PPS Worldwide Flexible Fund of Funds | Long Term | Aggressive |
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| PPS Balanced Fund of Funds | Long Term | Moderate - Aggressive |
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| PPS Moderate Fund of Funds | Medium Term | Moderate |
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| PPS Bond Fund | Long Term |
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| PPS Conservative Fund of Funds | Medium Term | Cautious |
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| PPS Flexible Income Fund | Short Term | Conservative |
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| Investment Horizon | Risk Profile | Monthly Fact Sheet | Quarterly Fact Sheet | Fund Brochure | |
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| PPS Defensive Fund | Medium Term | Cautious |
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| PPS Stable Growth Fund | Medium Term | Moderate |
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| PPS Managed Fund | Long Term | Moderate - Aggressive |
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| PPS Enhanced Yield Fund | Short Term | Conservative |
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| PPS Balanced Passive Fund | Long Term | Moderate - Aggressive |
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| PPS Global Equity Fund (USD) | Long Term | Aggressive |
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| PPS Global Equity Feeder Fund (ZAR) | Long Term | Aggressive |
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| Monthly Fact Sheet | Quarterly Fact Sheet | |
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| Allan Gray Balanced Fund C |
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| Allan Gray Equity Fund C |
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| Allan Gray Money Market Fund A |
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| Allan Gray Orbis Global Equity Feeder Fund A |
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| Allan Gray Orbis Global Fund of Funds A |
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| Allan Gray Stable Fund C |
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| Camissa Islamic Balanced Fund B |
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| Camissa Islamic Equity Fund |
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| Coronation Balanced Defensive Fund P |
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| Coronation Balanced Plus Fund P |
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| Coronation Capital Plus Fund P |
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| Coronation Global Managed [ZAR] Feeder Fund P |
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| Coronation Global Opportunities Equity [ZAR] Feeder Fund P |
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| Coronation Optimum Growth Fund P |
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| Coronation Strategic Income Fund P |
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| Coronation Top 20 Fund P |
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| Foord Balanced Fund B2 |
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| Foord Equity Fund B2 |
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| Foord Flexible Fund of Funds B2 |
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| Foord International Feeder Fund B2 |
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| M&G Balanced Fund B |
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| M&G Dividend Maximiser Fund B |
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| M&G Enhanced Income Fund D |
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| M&G Inflation Plus Fund B |
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| Nedgroup Investments Global Equity Feeder Fund B2 |
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| Nedgroup Investments Global Flexible Feeder Fund B2 |
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| Nedgroup Investments Managed Fund B2 |
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| Nedgroup Investments Opportunity Fund B2 |
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| Nedgroup Investments Property Fund A1 |
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| Nedgroup Investments Rainmaker Fund B2 |
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| Nedgroup Investments Stable Fund A2 |
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| Ninety One Cautious Managed Fund H |
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| Ninety One Diversified Income Fund H |
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| Ninety One Equity Fund H |
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| Ninety One Global Franchise Feeder Fund H |
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| Ninety One Global Strategic Managed Feeder Fund H |
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| Ninety One Opportunity Fund E |
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| Old Mutual Albaraka Balanced Fund B1 |
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| Old Mutual Albaraka Equity Fund B1 |
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| PSG Balanced Fund E |
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| PSG Equity Fund E |
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| PSG Flexible Fund E |
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| Satrix Equally Weighted Top 40 Index Fund B2 |
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| Satrix MSCI World Equity Index Feeder Fund B2 |
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| Satrix Property Index Fund B1 |
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| Satrix Top 40 Index Fund B2 |
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| SIM Active Income Fund B4 |
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| STANLIB Absolute Plus Fund |
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| STANLIB Balanced Fund |
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| STANLIB Equity Fund |
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Tools
Once you have selected your solution, choose the underlying investment options from the range of premium funds available on our platform.
Forms and Documents
| PPS Global Equity Fund Application form for individuals (541.05 KB) | PS PPS Global Equity Fund Individuals_PPS_DAF5_0124.pdf (541.05 KB) | PS PPS Global Equity Fund Individuals_PPS_DAF5_0124.pdf (541.05 KB) | PS PPS Global Equity Fund Individuals_PPS_DAF5_0124.pdf (541.05 KB) |
| OPN Living Annuity Application Form (335.73 KB) | OPN Living Annuity Application Form.pdf (335.73 KB) | OPN Living Annuity Application Form.pdf (335.73 KB) | OPN Living Annuity Application Form.pdf (335.73 KB) |
| OPN Default Living Annuity Application Form (290.92 KB) | OPN Default Living Annuity Application Form.pdf (290.92 KB) | OPN Default Living Annuity Application Form.pdf (290.92 KB) | OPN Default Living Annuity Application Form.pdf (290.92 KB) |
| Investment Option Schedule (86.44 KB) | IOS - OPN Select - Q1 2024_5.pdf (86.44 KB) | IOS - OPN Select - Q1 2024_5.pdf (86.44 KB) | IOS - OPN Select - Q1 2024_5.pdf (86.44 KB) |
| OPN Living Annuity Product Terms and Conditions (235.07 KB) | Living Annuity Product Terms, Conditions and Declarations_2.pdf (235.07 KB) | Living Annuity Product Terms, Conditions and Declarations_2.pdf (235.07 KB) | Living Annuity Product Terms, Conditions and Declarations_2.pdf (235.07 KB) |
| PPS Global Equity Fund Application form for individuals (532.79 KB) | PS.PPS Global Equity Fund Individuals_OPN_DAF4_0124.pdf (532.79 KB) | PS.PPS Global Equity Fund Individuals_OPN_DAF4_0124.pdf (532.79 KB) | PS.PPS Global Equity Fund Individuals_OPN_DAF4_0124.pdf (532.79 KB) |
| PPS Global Equity Fund Application form for legal entities (697.14 KB) | PS.PPS Global Equity Fund Legal Entities_OPN_DAF7_0124.pdf (697.14 KB) | PS.PPS Global Equity Fund Legal Entities_OPN_DAF7_0124.pdf (697.14 KB) | PS.PPS Global Equity Fund Legal Entities_OPN_DAF7_0124.pdf (697.14 KB) |
| FSP request for sub code (206.89 KB) | PS.FSP Request for Sub Code PPS_DMF10_0124.pdf (206.89 KB) | PS.FSP Request for Sub Code PPS_DMF10_0124.pdf (206.89 KB) | PS.FSP Request for Sub Code PPS_DMF10_0124.pdf (206.89 KB) |
| Financial adviser appointment or advice fee change instruction (162.92 KB) | PS.Financial Adviser Appointment or Advice Fee Change Form_PPS_DMF8_0124.pdf (162.92 KB) | PS.Financial Adviser Appointment or Advice Fee Change Form_PPS_DMF8_0124.pdf (162.92 KB) | PS.Financial Adviser Appointment or Advice Fee Change Form_PPS_DMF8_0124.pdf (162.92 KB) |
| PPS Financial Services Provider Application Form (462.19 KB) | SS.FSP Contract with PPS Investments PPS_DMF9_0124.pdf (462.19 KB) | SS.FSP Contract with PPS Investments PPS_DMF9_0124.pdf (462.19 KB) | SS.FSP Contract with PPS Investments PPS_DMF9_0124.pdf (462.19 KB) |
| PPS Global Equity Intermediary Form (192.71 KB) | SS and PS PPS Global Equity Intermediary Form June 2022_0.pdf (192.71 KB) | SS and PS PPS Global Equity Intermediary Form June 2022_0.pdf (192.71 KB) | SS and PS PPS Global Equity Intermediary Form June 2022_0.pdf (192.71 KB) |
| PPS Investments Adviser Guide 2022 (1.39 MB) | PPSI Adviser Guide_March 2022_Web_1.pdf (1.39 MB) | PPSI Adviser Guide_March 2022_Web_1.pdf (1.39 MB) | PPSI Adviser Guide_March 2022_Web_1.pdf (1.39 MB) |
