Page 331 - Profile's Unit Trusts & Collective Investments - March 2025
P. 331
Registered Funds as at 28 February 2025
Fund name Retail Class Institutional Class Fund name Retail Class Institutional Class
Aboutir Prime Worldwide Flexible Fund Ret: R Inst: - SMMI Flexible Fund Ret: - Inst: B1, B8
Adviceworx Old Mutual Inflation plus 5-7% FoF Ret: B1 Inst: - SMMI Positive Return Fund Four Ret: - Inst: B3, B8
AG Capital Value Flexible SNN Fund Ret: 1 Inst: - SMMI Positive Return Fund Three Ret: - Inst: B10, B11, B3, B6
Amplify SCI Flexible Equity Fund Ret: B4 Inst: B1, B6, B7 Standard STANLIB GoalAccelerator FoF Ret: - Inst: B1, B2, B3
Amplify SCI SA Flexible Equity Fund Ret: - Inst: B1, B3, C1 Terebinth SCI Optimised Return Fund Ret: - Inst: B2
Autus Prime Opportunity Fund Ret: A Inst: B TRG Flexible Prescient FoF Ret: A1 Inst: B3
Baobab SCI Flexible Fund Ret: B1 Inst: - Truffle SCI Flexible Fund Ret: A, C Inst: D, F, H
Bateleur Flexible Prescient Fund Ret: A1 Inst: A2,B1, B2,B3, B4 Truffle SCI SA Flexible Fund Ret: A Inst: C, D, F
Bateleur SA Flexible Prescient Fund Ret: B1 Inst: - Visio BCI Actinio Fund Ret: A Inst: B1,D,E,F,G,I
BCI Diversified Real Growth FoF Ret: A Inst: - South African — Multi Asset — High Equity
BCI SA Flexible Fund Ret: A Inst: - 10X Wealth Next 40 Equal Weighted ETF Ret: blnk Inst: -
BlueAlpha BCI All Seasons Fund Ret: A Inst: B, C, S 10X Your Future Fund Ret: A, P, T Inst: B, C, E, X
Camissa Global Flexible Fund Ret: - Inst: blnk 1NVEST High Equity Passive Balanced FoF Ret: A Inst: B1, B2
Celerity Ci Growth Fund Ret: A, B Inst: -
27four Asset Select FoF Ret: A1 Inst: A2,A3, A5,A6, B5
Centaur BCI Flexible Fund Ret: A Inst: A1, C
27four High Equity Balanced FoF Ret: - Inst: B1
Chiron Realfin Multi Asset Flexible Fund Ret: A Inst: - 27four Shariah Balanced FoF Ret: A1 Inst: A2,A3, A4,A5, B1,B4
Cinnabar SCI Flexible FoF Ret: A Inst: B 2IP Balanced Prescient Fund Ret: A1 Inst: A2, B3
Citadel SA Managed Volatility Equity H4 Fund Ret: B1 Inst: B2 3B BCI Prudential FoF Ret: 3B1, 3B2 Inst: -
ClucasGray Future Titans Prescient Fund Ret: A1 Inst: A2, A3, B, B1 4D BCI Moderate FoF Ret: A Inst: S1
Cohesive Capital Flexible Prescient Fund Ret: A1 Inst: B1, B3
ABAX Balanced Prescient Fund Ret: A1 Inst: B1, B3, B4, B5
Corion BCI Flexible Fund Ret: A Inst: A1,C,D
ABSA Sanlam Growth FoF Ret: A Inst: B, C, D, E
CS BCI Flexible FoF Ret: B Inst: C
Absa Sanlam Multi Managed Absolute Return Opportunity Fund Ret: A Inst: D
Destiny BCI Multi Asset FoF Ret: A Inst: B ABSA Sanlam Multi Managed Core Growth Fund Ret: C Inst: B
Flagship IP Flexible Value Fund Ret: A1 Inst: A2, B3 ABSA Sanlam Multi Managed Passive Growth Fund Ret: A, B Inst: C, D, E
FNB Defensive FoF Ret: A Inst: B3 Accorn BCI Balanced Fund Ret: B Inst: A, C, D, E, F
Foord Absolute Return Fund Ret: - Inst: B, R
ADB BCI Flexible Prudential FoF Ret: A Inst: A1
Fussell Ci High Growth Fund Ret: A Inst: B
Adviceworx Old Mutual Inflation plus 4-5% FoF Ret: B1 Inst: -
Glacier AI Flexible FoF Ret: B Inst: -
AF Investments Aggressive Passive Fund Ret: A1 Inst: A, B, T
Granate BCI Flexible Fund Ret: B Inst: A, C, D, T AF Investments Performer Managed Fund Ret: A Inst: B, D, L, T, Z
Gryphon Flexible Fund Ret: B Inst: - AF Investments Real Return Focus Fund Ret: A Inst: L, T
GTC Flexible Fund Ret: A Inst: B, C, D, E Affinity Ci Growth Fund Ret: A Inst: B, I
GTC Inflation +3 FoF Ret: - Inst: A, A1, B, B1, C All Weather BCI Balanced Fund Ret: A1 Inst: A, B, C
GTC Wealth Accumulator FoF Ret: - Inst: A, A1, B
Allan Gray Balanced Fund Ret: A, C Inst: X
GTC Wealth Preserver Plus Fund Ret: - Inst: C, D
Allan Gray Tax-Free Balanced Fund Ret: A, C Inst: -
Investec BCI Progressive Yield Fund Ret: A Inst: B, D, H Alusi RealFin Managed Fund Ret: B Inst: C
JBL Sanlam Collective Investments Flexible FoF Ret: B1 Inst: - Aluwani BCI Balanced Fund Ret: A Inst: B, C
Korner BCI Flexible Fund Ret: A Inst: - Amity BCI Managed Select FoF Ret: A Inst: -
Laurium Flexible Prescient Fund Ret: A1 Inst: A2,B3, B4,B5, C1 Ampersand BCI Balanced FoF Ret: A1 Inst: A, B
Laurium SA Flexible Prescient Fund Ret: A2 Inst: C1
Amplify SCI Balanced Fund Ret: A1 Inst: B1, B2, B3, C1
Marriott Essential Income Fund Ret: C, D Inst: -
Analytics Ci Balanced FoF Ret: A Inst: A1,B,M
Marriott Property Equity Fund Ret: C, R Inst: -
Anchor BCI Diversified Growth Fund Ret: A Inst: B
Methodical BCI Equity Preserver Fund Ret: B1, B2 Inst: - Anchor BCI Managed Fund Ret: A Inst: B
Momentum Real Return Fund Ret: - Inst: A, B1, F2 APS Ci Managed Growth Fund Ret: A1 Inst: G
Nedgroup Investments Private Wealth Diversified Growth Fund Ret: - Inst: A, A1, A2 AS Forum BCI Aggressive FoF Ret: A Inst: -
Nedgroup Investments Select Equity FoF Ret: - Inst: A, B2,C,C1, S
Ashburton Balanced Fund Ret: A, A1 Inst: L
Nedgroup Investments XS Accelerated FoF Ret: - Inst: A, B, C
Assetbase CPI + 6% Prescient FoF Ret: A1 Inst: -
Noble PP BCI Flexible Fund Ret: A, A1 Inst: A2, B1, T
AssetMix Ci Balanced Fund Ret: A Inst: B
Oasis Crescent Income Fund Ret: A Inst: B, C, E, F Aureus Nobilis BCI Managed Fund Ret: A Inst: -
Old Mutual Flexible Fund Ret: A, R Inst: A5, B1 Autus Prime Balanced Fund Ret: A Inst: -
Oyster Catcher RealFin Flexible Fund Ret: A Inst: C, L Autus Prime Diversified Fund Ret: A Inst: -
Prescient Optimised Income Fund Ret: B1 Inst: B2 Aylett Balanced Prescient Fund Ret: A1 Inst: A6,A7, B3,S1
Prime Champagne Flexible FoF Ret: - Inst: A, A1,C,R,R1, R2
Bartizan BCI Balanced Fund Ret: A Inst: -
PSG Flexible Fund Ret: A, E Inst: B, M
BCI Best Blend Balanced Fund Ret: C Inst: B1,D,E
Saffron BCI Flexible Fund Ret: A Inst: B Bidvest Prime Growth Fund Ret: - Inst: A, A1, B, B1, C
Salvo BCI Dynamic Flexible Fund Ret: A1 Inst: - BlueAlpha BCI Balanced Fund Ret: - Inst: B, C
Sanlam Multi Managed Flexible Equity Fund Ret: - Inst: B3, B4 Bovest BCI Managed FoF Ret: A Inst: -
SIM Flexible Growth Fund Ret: - Inst: A, A1 Brenthurst BCI Balanced FoF Ret: A Inst: -
SIS Inflation Matching FoF Ret: - Inst: A
Caleo BCI Balanced FoF Ret: A Inst: -
Skyblue BCI Flexible Fund Ret: A Inst: -
Camissa Balanced Fund Ret: A Inst: B, B2, C
Profile’s Unit Trusts & Collective Investments 329