Page 332 - Profile's Unit Trusts & Collective Investments - March 2025

Registered Funds as at 28 February 2025

Fund name Retail Class Institutional Class Fund name Retail Class Institutional Class
Camissa Islamic Balanced Fund Ret: A Inst: B H4 Diversified Fund Ret: B1 Inst: B2
Capita BCI Balanced Fund Ret: A Inst: C, D Helfin Ci Moderately Aggressive Fund Ret: A Inst: B
Celerity Ci Balanced Fund Ret: A, B Inst: - High Street Balanced Prescient Fund Ret: A1, B1 Inst: B3, C1
Celerity Ci Diversified Fund Ret: A, I Inst: B Hollard BCI Managed Growth FoF Ret: B Inst: C, E
Celtis BCI Managed FoF Ret: A Inst: C Imali BCI Passive Balanced Fund Ret: A Inst: -
Centaur BCI Balanced Fund Ret: A Inst: A1,B,D,E,F Interactive Balanced Prescient FoF Ret: A Inst: B, C
Chrome Ci Growth Fund Ret: A Inst: B, G Investec BCI Balanced High Equity Fund Ret: A Inst: B, H
Cinnabar SCI Balanced Plus FoF Ret: A Inst: B Investec BCI Diversified Growth FoF Ret: A Inst: B, D, H
Citadel Balanced H4 Fund Ret: B1 Inst: B3 Investhouse Ci Balanced Fund Ret: A Inst: B
Citrine BCI Moderate Growth FoF Ret: A Inst: - Investin BCI Balanced Fund Ret: - Inst: D
ClucasGray Equilibrium Prescient Fund Ret: A1 Inst: B1, B2, B4, C IP Active Beta Fund Ret: A Inst: -
Cogence Balanced Prescient FoF Ret: A Inst: - IP Prudential Equity Fund Ret: A Inst: B
Cogence Discovery Balanced Dynamic Asset Optimiser FoF Ret: A Inst: Z JBL Sanlam Collective Investments Managed FoF Ret: B1 Inst: -
Contrarius BCI Balanced Fund Ret: A Inst: - Kruger Balanced Prescient Fund Ret: A Inst: -
Cordatus Balanced Prescient Fund Ret: A1, A2 Inst: - Long Beach Managed Prescient Fund Ret: A1 Inst: A3, B1, B3
CoreSolutions OUTmoderate Index Fund Ret: O Inst: - Lynx Prime Balanced FoF Ret: A, A1, A2 Inst: B1, B2, C2
Corion BCI Growth Fund Ret: A Inst: B, C M&G Balanced Fund Ret: A, I Inst: B, D, E, T, X
Coronation Balanced Plus Fund Ret: A, P Inst: D, Q1, Q2 Marriott Balanced FoF Ret: A, C, D Inst: -
Coronation Capital Plus Fund Ret: A, P Inst: B3, D Matrix SCI Balanced Fund Ret: B1 Inst: B3, Z1
CS BCI Aggressive Prudential FoF Ret: B Inst: A, C Median BCI Balanced FoF Ret: A Inst: -
CS BCI Prudential FoF Ret: B Inst: A, C Melville Douglas STANLIB Balanced Fund Ret: - Inst: B1, B3
Curate Momentum Balanced Fund Ret: A Inst: B, C Merchant West SCI Balanced Plus Fund Ret: A1 Inst: C, D
Custodian IM BCI Balanced Fund Ret: A Inst: C Merchant West SCI Managed P&G Fund Ret: A, A1, D Inst: -
Denker Sanlam Collective Investments Balanced Fund Ret: A Inst: B, B2 Methodical BCI Balanced Fund Ret: A Inst: B
Deton Prime Managed FoF Ret: - Inst: J1,R,S,S1, Z, Z1 MI-PLAN IP Balanced Plus Fund Ret: B5 Inst: B2
Discovery Balanced Fund Ret: A Inst: Z MitonOptimal IP Moderate Growth Fund Ret: B2 Inst: -
Dotport BCI Prudential FoF Ret: A Inst: - Momentum Focus 6 FoF Ret: A Inst: B, B2,B3, B4,C,E,I
EasyETF Balanced Actively Managed ETF Ret: blnk Inst: - Momentum Focus 7 FoF Ret: A Inst: B1, B2, B3, B4, B6, B7, E, I
Element Balanced Sanlam Collective Investments Fund Ret: A Inst: B, C Momentum Target 6 FoF Ret: A Inst: B, C, E
Element Islamic Balanced Sanlam Collective Investments Fund Ret: A Inst: C Momentum Target 7 FoF Ret: A Inst: B, C, E
ETFSA Balanced Foundation Prescient AMETF Ret: blnk Inst: - Multi Asset IP Balanced Plus Fund Ret: B1 Inst: A
ETM Capital BCI Balanced FoF Ret: A Inst: - MyQ Ci Growth Fund Ret: A Inst: B
Excalibur Sanlam Collective Investments Balanced FoF Ret: - Inst: B1 Nedgroup Investments Balanced Fund Ret: A2 Inst: B, C, C3, E, G
Excalibur SCI Aggressive Balanced FoF Ret: - Inst: B1 Nedgroup Investments Core Accelerated Fund Ret: B Inst: B2,C,C1
Excelsia Balanced 27four Fund Ret: A1 Inst: A2, A3 Nedgroup Investments Core Diversified Fund Ret: B Inst: B2,C,C1, C2,C3
Fairtree Balanced Prescient Fund Ret: A1, A2, A3 Inst: B1, B2, B3, B6 Nedgroup Investments Select Growth FoF Ret: - Inst: A, B2,C,C1, S
Fairtree Invest Strategic Factor Prescient Fund Ret: A1 Inst: B3 Nedgroup Investments XS Diversified FoF Ret: - Inst: A, B, B1, C
FAL BCI Balanced Fund Ret: A Inst: B New Road BCI Enhanced Opportunities Fund Ret: A Inst: B, Z
FG SCI Neptune Growth FoF Ret: A Inst: C New RoadBCI ManagedFoF Ret: A Inst: Z
Fibonacci BCI Balanced Fund Ret: B, C Inst: - NFB Ci Managed Fund Ret: A Inst: C1
Financial Fitness Balanced IP FoF Ret: A Inst: - NFB Ci Managed Growth FoF Ret: A Inst: -
Fisher Dugmore Ci Balanced Fund Ret: A Inst: A1, B Ninety One Managed Fund Ret: A, H, R Inst: B, C, D, E, G, I, J, Z
Flagship IP Balanced Fund Ret: A Inst: A2, R Ninety One Opportunity Fund Ret: A, H, R Inst: B, C, D, E, F, G, I, J, Z
FNB Core Balanced Fund Ret: A Inst: Z Noble PP BCI Wealth Creator FoF Ret: A, A1 Inst: A2, B1, T
FNB Growth FoF Ret: B1 Inst: - Northstar BCI Managed Fund Ret: A1 Inst: A2,B,B2
FNB Multi Manager Balanced Fund Ret: A2 Inst: B1, L Oasis Balanced Unit Trust Fund Ret: D Inst: A, B, C
Foord Balanced Fund Ret: A, B2, B4 Inst: B, B1, B3, B5 Oasis Crescent Balanced High Equity FoF Ret: D Inst: B, C, F
Fussell Ci Growth Fund Ret: A Inst: B Obsidian SCI Balanced Fund Ret: B1 Inst: B2, B3, B4, B6
FVVCiGrowthFoF Ret: A Inst: B Octagon Sanlam Collective Investments Growth FoF Ret: B1 Inst: C1
Ginsburg & Selby SCI Growth FoF Ret: - Inst: A2 Old Mutual Balanced Fund Ret: A, R Inst: A5, B1
Glacier AI Balanced Fund Ret: B Inst: C Old Mutual Core Balanced Fund Ret: A Inst: A5, B1
Gradidge Mahura Ci Growth Fund Ret: A Inst: B Old Mutual Multi-Managers Aggressive Balanced FoF Ret: A Inst: A5, B4
Granate BCI Balanced Fund Ret: B Inst: A, C, I, T Old Mutual Multi-Managers Balanced FoF Ret: A Inst: A5,B2, B3,B4
Graviton SCI Balanced Fund Ret: A1 Inst: B1, B2, B4, B5 Optimum BCI Managed Growth Fund Ret: C Inst: A, GR
GraySwan SCI Aggressive FoF Ret: A, B Inst: - Opulence BCI Balanced FoF Ret: A Inst: -
Gryphon Core Managed Fund Ret: A Inst: - Ordian Capital BCI Balanced FoF Ret: A Inst: -
Gryphon Prudential Fund Ret: B Inst: - Oyster Catcher RealFin Balanced Fund Ret: A Inst: D
GTC Market Plus FoF Ret: - Inst: A, A1, B, B1 Palmyra BCI Balanced Fund Ret: A Inst: B, D, E, F
GTC Passive High Equity FoF Ret: - Inst: B2 PBi BCI Balanced FoF Ret: A Inst: -

330 Profile’s Unit Trusts & Collective Investments