PPS is a licensed life insurer, controlling company and authorised FSP.

MembersAdvisersYoung professionals
✕
Let's start the conversation

Whether you’re exploring membership, looking for financial advice or interested in one of our solutions, complete the form below and we’ll be in touch.

home
investments
resources

Resources to help you grow and manage your wealth

Stay informed with fund performance, daily prices, investment insights, publications and investor resources.

Resources
Fund fact sheetsFund feesGuides and disclosuresForms and documentsInsightsAnnual reports
Daily fund prices
PPS Portable SA Equity Fund
A3
93.7715
PPS Portable SA Equity Fund
A2
93.7441
PPS Portable IL Bond Fund
A3
101.1307
PPS Portable IL Bond Fund
A2
101.0767
PPS Portable Bond Fund
A3
101.6884
PPS Portable Bond Fund
A2
101.6311
PPS Worldwide Flexible Fund
A3
101.3788
PPS Worldwide Flexible Fund
A2
101.3527
PPS SA Balanced Fund
A3
101.5663
PPS SA Balanced Fund
A2
101.4268
PPS SA Flexible Fund
A3
99.7984
PPS SA Flexible Fund
A2
99.8028
PPS Global Equity Feeder Fund
A3
196.3296
PPS Global Equity Feeder Fund
A2
192.1324
PPS Global Equity Feeder Fund
A
186.0734
PPS Managed Fund
A3
219.8114
PPS Managed Fund
A2
219.6565
PPS Managed Fund
A
219.5791
PPS Defensive Fund
A3
141.9701
PPS Defensive Fund
A2
141.9618
PPS Defensive Fund
A
141.7053
PPS Stable Growth Fund
A3
149.3927
PPS Stable Growth Fund
A2
149.1223
PPS Stable Growth Fund
A
149.1918
PPS Balanced Passive Fund
A2
180.166
PPS Balanced Passive Fund
A
178.3703
PPS Global Balanced Fund of Funds
A3
227.2377
PPS Global Balanced Fund of Funds
A2
223.2047
PPS Global Balanced Fund of Funds
A
212.9108
PPS Institutional Multi Asset Low Equity Fund
A2
151.8399
PPS Bond Fund
A3
122.3472
PPS Bond Fund
A2
122.2069
PPS Balanced Fund of Funds
A3
294.9957
PPS Balanced Fund of Funds
A2
294.0254
PPS Balanced Fund of Funds
A
290.183
PPS Conservative Fund of Funds
A3
211.7908
PPS Conservative Fund of Funds
A2
211.7394
PPS Conservative Fund of Funds
A
211.1496
PPS Moderate Fund of Funds
A3
285.8569
PPS Moderate Fund of Funds
A2
285.6986
PPS Moderate Fund of Funds
A
285.4407
PPS Worldwide Flexible Fund of Funds
A3
409.0576
PPS Worldwide Flexible Fund of Funds
A2
406.0029
PPS Worldwide Flexible Fund of Funds
A
402.1907
PPS Enhanced Yield Fund
A2
101.7973
PPS Enhanced Yield Fund
A
101.748
PPS Flexible Income Fund
A3
116.9793
PPS Flexible Income Fund
A2
116.9036
PPS Flexible Income Fund
A
116.352
PPS Equity fund
A3
335.6121
PPS Equity fund
A2
335.3888
PPS Equity fund
A
334.5083
View all

Fund fact sheets

Once you have selected your solution, choose the underlying investment options from the range of premium funds available on our platform.

Category Title
Investment horizon
Risk profile
Monthly fact sheet
Quarterly fact sheet
Fund brochure
Qualify for Profit-Share**
Sub Category Title
Fund Name
Text Block
Text Block
Text Block
STANLIB Equity Fund
Long Term
Aggressive
0
STANLIB Balanced Fund
Long Term
Moderate - Aggressive
0
STANLIB Absolute Plus Fund
Medium Term
Moderate
0
SIM Active Income Fund B4
Short Term
Conservative
0
Satrix Top 40 Index Fund B2
Long Term
Aggressive
0
Satrix Property Index Fund B1
Long Term
Aggressive
0
Satrix MSCI World Equity Index Feeder Fund B2
Long Term
Aggressive
0
Satrix Equally Weighted Top 40 Index Fund B2
Long Term
Aggressive
0
PSG Flexible Fund E
Long Term
Aggressive
0
PSG Equity Fund E
Long Term
Aggressive
0
PSG Balanced Fund E
Long Term
Moderate - Aggressive
0
Old Mutual Albaraka Equity Fund B1
Long Term
Aggressive
0
Old Mutual Albaraka Balanced Fund B1
Long Term
Moderate - Aggressive
0
Ninety One Opportunity Fund E
Long Term
Moderate - Aggressive
0
Ninety One Global Strategic Managed Feeder Fund H
Long Term
Aggressive
0
Ninety One Global Franchise Feeder Fund H
Long Term
Aggressive
0
Ninety One Equity Fund H
Long Term
Aggressive
0
Ninety One Diversified Income Fund H
Short Term
Conservative
0
Ninety One Cautious Managed Fund H
Medium Term
Cautious
0
Nedgroup Investments Stable Fund A2
Short Term
Cautious
0
Nedgroup Investments Rainmaker Fund B2
Long Term
Aggressive
0
Nedgroup Investments Property Fund A1
Long Term
Aggressive
0
Nedgroup Investments Opportunity Fund B2
Long Term
Aggressive
0
Nedgroup Investments Managed Fund B2
Long Term
Moderate - Aggressive
0
Nedgroup Investments Global Flexible Feeder Fund B2
Long Term
Aggressive
0
Nedgroup Investments Global Equity Feeder Fund B2
Long Term
Aggressive
0
M&G Inflation Plus Fund B
Medium Term
Moderate
0
M&G Enhanced Income Fund D
Short Term
Conservative
0
M&G Dividend Maximiser Fund B
Long Term
Aggressive
0
M&G Balanced Fund B
Long Term
Moderate - Aggressive
0
Foord International Feeder Fund B2
Long Term
Aggressive
0
Foord Flexible Fund of Funds B2
Long Term
Aggressive
0
Foord Equity Fund B2
Long Term
Aggressive
0
Foord Balanced Fund B2
Long Term
Moderate - Aggressive
0
Coronation Top 20 Fund P
Long Term
Aggressive
0
Coronation Strategic Income Fund P
Short Term
Conservative
0
Coronation Optimum Growth Fund P
Long Term
Aggressive
0
Coronation Global Opportunities Equity [ZAR] Feeder Fund P
Long Term
Aggressive
0
Coronation Global Managed [ZAR] Feeder Fund P
Long Term
Aggressive
0
Coronation Capital Plus Fund P
Medium Term
Moderate
0
Coronation Balanced Plus Fund P
Long Term
Moderate - Aggressive
0
Coronation Balanced Defensive Fund P
Short Term
Cautious
0
Camissa Islamic Equity Fund
Long Term
Aggressive
0
Camissa Islamic Balanced Fund B
Long Term
Moderate - Aggressive
0
Allan Gray Stable Fund C
Short Term
Cautious
0
Allan Gray Orbis Global Fund of Funds A
Long Term
Aggressive
0
Allan Gray Orbis Global Equity Feeder Fund A
Long Term
Aggressive
0
Allan Gray Money Market Fund A
Short Term
Conservative
0
Allan Gray Equity Fund C
Long Term
Aggressive
0
Allan Gray Balanced Fund C
Long Term
Moderate - Aggressive
0
PPS Shari'ah Cautious Solution
Medium Term
Cautious
0.0
PPS Shari'ah Balanced Solution
Long Term
Moderate
0.0
PPS Cautious Retirement Income Solution
Medium Term
Cautious
61.6
PPS Moderate Retirement Income Solution
Long Term
Moderate
60.4
PPS Assertive Retirement Income Solution
Long Term
Aggressive
59.1
PPS Income Solution
Short Term
Cautious
39.1
PPS Cautious Solution
Medium Term
Cautious
60.7
PPS Moderate Solution
Medium Term
Moderate
62.3
PPS Balanced Solution
Long Term
Moderate - Aggressive
70.5
PPS Aggressive Reg 28 Solution
Long Term
Aggressive
81.1
PPS Worldwide Flexible Solution
Long Term
Aggressive
47.5
PPS Tax Free Solution
Long Term
Aggressive
82.2
PPS Enhanced Yield Fund
Short Term
Conservative
100
Text LinkText Link
PPS Global Equity Feeder Fund (ZAR)
Long Term
Aggressive
100
Text LinkText Link
PPS Global Equity Fund (USD)
Long Term
Aggressive
100
Text LinkText Link
PPS Defensive Fund
Medium Term
Cautious
100
Text Link
PPS Stable Growth Fund
Medium Term
Moderate
100
Text LinkText Link
PPS Managed Fund
Long Term
Moderate - Aggressive
100
Text LinkText Link
PPS Balanced Passive Fund
Long Term
Moderate - Aggressive
100
Text LinkText Link
PPS SA Balanced Fund
Long Term
Moderate - Aggressive
100
Text Link
PPS SA Flexible Fund
Long Term
Moderate - Aggressive
100
Text Link
PPS WW Flexible Fund
Long Term
Aggressive
100
Text Link
PPS Flexible Income Fund
Short Term
Conservative
100
Text LinkText Link
PPS Bond Fund
Long Term
100
Text LinkText Link
PPS Equity Fund
Long Term
Aggressive
100
Text LinkText LinkText Link
PPS Conservative Fund of Funds
Medium Term
Cautious
100
Text LinkText Link
PPS Moderate Fund of Funds
Medium Term
Moderate
100
Text LinkText Link
PPS Balanced Fund of Funds
Long Term
Moderate - Aggressive
100
Text LinkText Link
PPS Global Balanced Fund of Funds
Long Term
Aggressive
100
Text LinkText Link
PPS Worldwide Flexible FoF
Long Term
Aggressive
100
Text LinkText Link

**Percentage of the portfolio that was allocated to qualifying PPS Funds during 2025. Qualifying members earn PPS Portfolio Profit-Share allocations on qualifying assets invested in PPS Unit Trusts on the PPS Investments platform.

Platform fund information

Performance and fee data for funds available on the PPS Investments platform.

Latest performanceInvestment options
Mockup of a printed fund performance report showing a table of fund names, classes and returns
GUIDES and DISCLOSURES

Guides and disclosures

Access essential information about investment fees, regulations and the documents that support your investment journey.

Tools
Family Network tool
See how creating a family network could save you on platform fees.
Go to tool
Plain navy notebook cover mockup on a grey background
Daily Prices
Fund daily prices
See the latest daily fund prices for the PPS unit trusts.
Daily prices
Plain navy notebook cover mockup on a grey background

Forms and documents

For PPS members
For advisers
Category Title
Item Title
Premium payment from Vested PPS Profit-Share Account™ Form
Text Link
Self Certification (Vested PPS Profit-Share Account™)
Text Link
PPS Default Living Annuity Application form
Text Link
PPS Living Annuity with Lifetime Income Terms and Conditions
Text Link
PPS Corporate Personal Pension Application Form (Employer)
Text Link
Corporate Personal Pension Investment Privacy Policy
Text Link
Corporate Personal Pension Investment Policy Statement
Text Link
Corporate Personal Pension - Information and Privacy Standard
Text Link
Retirement Annuity Fund Investment Policy Statement
Text Link
PPS Retirement Annuity Annual Member Communication
Text Link
Retirement Annuity Fund Information and Privacy Standard
Text Link
PPS Personal Pension Information and Privacy Standard
Text Link
PPS Personal Pension Investment Policy Statement
Text Link
PPS Personal Pension Annual Member Communication
Text Link
PPS Personal Pension Application Form
Text Link
PPS Personal Pension Privacy Policy
Text Link
Preservation Provident Fund Privacy Policy
Text Link
PPS Preservation Provident Fund - Annual Member Communication
Text Link
Investment Policy Statement
Text Link
FICA requirements (Vested PPS Profit-Share Account™)
Text Link
Vested PPS Profit-Share Account™ Application Form
Text Link
Vested PPS Profit-Share Account™ Product Terms Conditions and Declarations
Text Link
PPS Living Annuity Application Form
Text Link
PPS Living Annuity Product Terms Conditions and Declarations
Text Link
PPS Corporate Personal Pension Application Form (Employee)
Text Link
PPS Corporate Personal Pension Terms Conditions and Declarations
Text Link
PPS Retirement Annuity Application Form
Text Link
Retirement Annuity Fund Privacy Policy
Text Link
PPS Retirement Annuity Terms Conditions and Declarations
Text Link
PPS Retirement Benefits Counselling Brochure (Retirement Annuity)
Text Link
PPS Personal Pension Terms Conditions and Declarations
Text Link
PPS Retirement Benefits Counselling Brochure (Personal Pension)
Text Link
PPS Preservation Fund Application Form
Text Link
PPS Preservation Fund Information and Privacy Standard
Text Link
PPS Preservation Funds Product Terms Conditions and Declarations
Text Link
PPS Tax Free Investment Account Product Terms Conditions and Declarations
Text Link
Transfer Request Form
Text Link
Self Certification (Tax Free)
Text Link
FICA requirements (Tax Free)
Text Link
PPS Tax Free Investment Account Application Form
Text Link
PPS Endowment Plan Entities Application Form
Text Link
PPS Endowment Plan Individuals Application Form
Text Link
FICA requirements (Endowment Plan)
Text Link
Self-certification form (Endowment Plan)
Text Link
Withholding Tax Annexure (Endowment Plan)
Text Link
Endowment Plan Product Terms Conditions and Declarations
Text Link
PPS Investment Account Entities Application Form
Text Link
PPS Investment Account Application Form
Text Link
FICA requirements (Investment Account)
Text Link
Withholding Tax Annexure (Investment Account)
Text Link
Self-certification form (Investment Account)
Text Link
PPS Investment Account Product Terms Conditions and Declarations
Text Link
PPS Global Equity Fund Application form for individuals
Text Link
Category Title
Item Title
PPS Financial Services Provider Application Form
Text Link
Financial adviser appointment or advice fee change instruction
Text Link
FSP request for sub code
Text Link
PPS Global Equity Intermediary Form
Text Link
PPS Investments Adviser Guide 2022
Text Link
INSIGHTS

Insights for professionals

View all
Article
June 30, 2026
Investment Perspectives - Q2 2026
Insights into markets and our portfolios during Q2 2026
Economy
Insights
Read
Article
February 6, 2026
Investment Perspectives: Q4 2025
Global markets delivered mixed performance in Q4, while South African asset classes performed well.
Insights
Read
Article
April 20, 2026
Investing Across Generations
Multiple generations of investors are navigating how best to save, invest and preserve wealth in a rapidly changing world.
Insights
Read
View all
investments

Abridged annual reports

We offer a suite of flexible investment solutions for pre-retirement, post-retirement and wealth creation.

Abridged Annual Report - Unit Trusts 2025
Download PDF
Abridged Annual Report - Unit Trusts 2024
Download PDF
Abridged Annual Report - Unit Trusts 2023
Download PDF
Abridged Annual Report - Unit Trusts 2022
Download PDF
Decorative overlapping circle graphic in grey and gold

Start building your financial future.

Speak to a PPS-accredited financial adviser or contact us to learn more about PPS Investments and the value of partnering with an organisation with an ethos of mutuality

Contact PPS
Contact usInvest now