Page 188 - Profiles's Unit Trusts & Collective Investments - September 2024

Statistics

FUNDS LAUNCHED BETWEEN 1 JANUARY 2024 - 31 JULY 2024
Fund name Start date Sector
STRATEGIQ BCI Balanced Fund of Funds 30 July 2024 South African--Multi Asset--High Equity
27four Large Cap Equity AMETF 28 June 2024 South African--Equity--Large Cap
All Weather BCI Property Fund 21 June 2024 South African--Real Estate--General
Amplify SCI SA Flexible Equity Fund 03 June 2024 South African--Multi Asset--Flexible
Wealth Creators BCI Balanced Fund of Funds 31 May 2024 South African--Multi Asset--High Equity
Wealth Creators BCI Cautious Fund of Funds 31 May 2024 South African--Multi Asset--Low Equity
Wealth Creators BCI Growth Fund of Funds 31 May 2024 Worldwide--Multi Asset--Flexible
FNB S&P 500 Feeder ETF 27 May 2024 Regional--Equity--General
FNB MSCI World Feeder ETF 27 May 2024 Global--Equity--General
FNB MSCI EM Feeder ETF 24 May 2024 Global--Equity--General
AMC - UBS Coherent Fuel Hedge Portfolio 22 May 2024 Regional--Exchange Traded Note--Unclassified
MitonOptimal IP Cautious Fund 17 May 2024 South African--Multi Asset--Low Equity
MitonOptimal IP Income Plus Fund of Funds 17 May 2024 South African--Multi Asset--Income
MitonOptimal IP Moderate Growth Fund 17 May 2024 South African--Multi Asset--High Equity
MitonOptimal IP Worldwide Growth Fund 17 May 2024 Worldwide--Multi Asset--Flexible
Laurium Global Active Equity Prescient Feeder Fund 14 May 2024 Global--Equity--General
NFB Ci Global Balanced Feeder Fund 02 May 2024 Global--Multi Asset--Flexible
Helfin Ci Income Fund of Funds 02 May 2024 South African--Multi Asset--Income
Nedgroup Investments Global Strategic Bond Feeder Fund 15 April 2024 Global--Interest Bearing--Variable Term
All Weather BCI Best Ideas Equity Fund 11 April 2024 South African--Equity--General
Ampersand BCI Global Balanced Feeder Fund 09 April 2024 Global--Multi Asset--High Equity
Wealth Creators BCI Income Fund 09 April 2024 South African--Multi Asset--Income
2IP Balanced Prescient Fund 08 April 2024 South African--Multi Asset--High Equity
Citrine BCI Conservative Growth Fund of Funds 26 March 2024 South African--Multi Asset--Low Equity
Citrine BCI Income Provider Fund 26 March 2024 South African--Multi Asset--Income
Citrine BCI Moderate Growth Fund of Funds 26 March 2024 South African--Multi Asset--High Equity
Citrine BCI Worldwide Flexible Growth Fund of Funds 26 March 2024 Worldwide--Multi Asset--Flexible
Cogence Income Prescient Fund of Funds 18 March 2024 South African--Multi Asset--Income
Cogence Cautious Prescient Fund of Funds 18 March 2024 South African--Multi Asset--Low Equity
Cogence Balanced Prescient Fund of Funds 18 March 2024 South African--Multi Asset--High Equity
Cogence Moderate Prescient Fund of Funds 18 March 2024 South African--Multi Asset--Medium Equity
Perpetua SCI Flexible Fixed Interest Fund 18 March 2024 South African--Interest Bearing--Variable Term
Visio BCI SA Opportunities Fund 12 March 2024 South African--Equity--General
Stanlib Aggressive SA Equity Fund 12 March 2024 South African--Equity--General
Satrix JSE Global Equity ETF 12 March 2024 South African--Equity--General
Abax SA Balanced Prescient Fund 05 March 2024 South African--Multi Asset--Flexible
Excelsia Balanced 27four Fund 01 March 2024 South African--Multi Asset--High Equity
Saffron BCI Active Bond Retention Fund 01 March 2024 South African--Multi Asset--Income
Saffron BCI Opportunity Income Retention Fund 01 March 2024 South African--Multi Asset--Income
Vunani BCI Bond Retention Fund 01 March 2024 South African--Multi Asset--Income
Vunani BCI Short Term Fixed Interest Retention Fund 01 March 2024 South African--Multi Asset--Income
Satrix MSCI ACWI Feeder ETF 22 February 2024 Global--Equity--General
Opulence BCI Income Fund of Funds 21 February 2024 South African--Multi Asset--Income
Opulence BCI Balanced Fund of Funds 16 February 2024 South African--Multi Asset--High Equity
MI-PLAN IP Enhanced Income Retention Fund 15 February 2024 South African--Multi Asset--Income
Terebinth SCI SA Property Fund 01 February 2024 South African--Real Estate--General
Skyblue BCI Cirrus Income Fund 01 February 2024 South African--Interest Bearing--Short Term
Old Mutual Global Managed Alpha Equity Feeder Fund 31 January 2024 Global--Equity--General
PortfolioMetrix Active Income Prescient Actively Managed ETF 31 January 2024 South African--Multi Asset--Income
Bartizan BCI Balanced Fund 26 January 2024 South African--Multi Asset--High Equity

186 Profile’s Unit Trusts & Collective Investments — DOMESTIC