Page 333 - 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
Perpetua SCI Balanced Fund Ret: A, A1 Inst: E, F Simplisiti BCI Managed Protector FoF Ret: A Inst: -
Personal Trust Managed Fund Ret: A Inst: B SIS Inflation Plus 4 - 6 FoF Ret: - Inst: A, B3, B5
Personal Trust Prudent FoF Ret: A Inst: - SMMI Balanced Fund One Ret: - Inst: B1, B2
Personal Wealth Management Prime Flexible FoF Ret: - Inst: B SMMI Dynamic Balanced Fund Ret: - Inst: B1, B2
Perspective Balanced Prescient Fund Ret: A1, A2 Inst: B1 SMMI Moderate Balanced Fund One Ret: - Inst: B1, B2
PFPS Ci Balanced FoF Ret: A Inst: B SMMI Prudential Balanced Fund One Ret: - Inst: B1, B3
PIC Old Mutual Balanced Fund Ret: - Inst: B1 Southern Charter BCI Growth FoF Ret: A Inst: -
Pinnacle Wealth Balanced Prescient FoF Ret: A1 Inst: B3 Standard STANLIB GoalAdvancer FoF Ret: - Inst: B1, B2, B3
Plexus Wealth BCI Balanced Fund Ret: A Inst: - STANLIB Multi-Asset Growth Fund Ret: B1 Inst: B2, B4, C3
PMK Managed Prescient FoF Ret: A3 Inst: A1 STANLIB Multi-Manager Balanced Fund Ret: B1 Inst: B2, B3
PortfolioMetrix BCI Balanced FoF Ret: A Inst: B, C STANLIB Multi-Manager Medium-High Equity FoF Ret: B1 Inst: B2, B4
PPS Balanced FoF Ret: A2 Inst: A, A3, B, B2 STANLIB Multi-Manager Shar’iah Balanced FoF Ret: B1, B4 Inst: B2
PPS Balanced Passive Fund Ret: A2 Inst: A, B, B2 Star BCI Balanced Fund Ret: A Inst: -
PPS Managed Fund Ret: A2 Inst: A, A3, B, B2 Starfunds.ai BCI Balanced FoF Ret: C Inst: A
Prescient Balanced Fund Ret: A2 Inst: A1, B3, B4 Stonehage Fleming Growth Prescient Fund Ret: A1 Inst: B1, C1
Prime Shiraz Prudential Aggressive FoF Ret: A Inst: A1,B,B1, C, R, R1,R2 STRATEGIQ BCI Balanced FoF Ret: A Inst: -
Private Capital BCI Managed Fund Ret: A Inst: - Sygnia CPI + 6% Fund Ret: A, B, D Inst: C, E
PrivateClient BCI High Equity Fund Ret: B Inst: - Sygnia Skeleton Balanced 70 Fund Ret: A Inst: C, R
Prowess Balanced 27four Fund Ret: A1 Inst: B1, B3 Synergy Ci Growth Fund Ret: A Inst: B
PSG Balanced Fund Ret: A, E Inst: D, F Trésor Sanlam Collective Investments Balanced Fund Ret: B1 Inst: -
PSG Investment Management Growth FoF Ret: D Inst: - TRG Balanced Prescient FoF Ret: A1 Inst: B3
PSG Wealth Moderate FoF Ret: A, D, E Inst: B, C Vertu Ci Moderate Aggressive Fund Ret: A Inst: B
PWM Balanced Prescient FoF Ret: A1 Inst: B3 Visio BCI Balanced Fund Ret: A Inst: B, D
PWS BCI Moderate FoF Ret: A Inst: - Wealth Associates BCI Balanced FoF Ret: A Inst: -
Quantum BCI Managed Fund Ret: C Inst: B Wealth Creators BCI Balanced FoF Ret: A Inst: -
Rebalance BCI Balanced FoF Ret: A Inst: - Wealthpoint BCI Balanced Fund Ret: A Inst: -
Red Oak BCI Balanced Fund Ret: A Inst: - WealthStrat Growth Prescient FoF Ret: - Inst: B, C
Rezco Managed Plus Fund Ret: A Inst: C, C1, I, Z Wealthworks Prime Managed FoF Ret: A Inst: B
Rezco Value Trend Fund Ret: A Inst: B, C, C1, I, Z Weaver BCI Balanced FoF Ret: A Inst: -
Riscura High Equity Prescient FoF Ret: - Inst: B1, H WellsFaber SCI Balanced FoF Ret: A Inst: -
Riscura Low Equity Prescient FoF Ret: - Inst: H Woodland Ci Balanced Fund Ret: A Inst: B
Rowan Capital BCI Balanced FoF Ret: A Inst: -
South African — Multi Asset — Income
Roxburgh Ci Balanced Plus FoF Ret: A Inst: B
10X Income Actively Managed ETF Ret: blnk Inst: -
RSA BCI Balanced Fund Ret: A Inst: B
10X Income Fund Ret: A, P, T Inst: B, E
S BRO BCI Managed FoF Ret: A Inst: C
27four Diversified Income Fund Ret: A1 Inst: A7, B3, B5
SA Asset Management BCI Balanced FoF Ret: A Inst: B
27four Shariah Income Fund Ret: A1 Inst: A2, B5
Sage BCI Long Term Solution FoF Ret: A2 Inst: B1, B3, B4, B9
3B BCI Income Fund Ret: A Inst: B
Sanlam Investment Management Balanced Fund Ret: A, M1, R Inst: A1,B,B1, B10, ABAX Diversified Income Prescient Fund Ret: - Inst: A, B1, B3
B11, B3,B4, B7,B8, M2,M3, M4
ABSA Sanlam Multi Managed Income Fund Ret: C Inst: A, B, D, E, F, G
Sanlam Living Planet Fund Ret: - Inst: B1, B2, B3
AF Investments Enhanced Income Fund Ret: A Inst: B, D, L, Z
Sanlam Multi Managed Aggressive FoF Ret: A1 Inst: B1, B9
Sanlam Multi Managed Balanced FoF Ret: A2 Inst: A, A3, B, B2, B3 AF Investments Inflation Linked Bond Fund Ret: A Inst: B
Sanlam Multi Managed Moderate Aggressive FoF Ret: A1 Inst: A2, B1, B9 All Weather BCI Flexible Income Fund Ret: A Inst: B, C
Allan Gray Income Fund Ret: A Inst: C, X
Sanlam Multi Managed Moderate FoF Ret: A1 Inst: A2, B1, B9
Aluwani BCI Flexible Income Fund Ret: A Inst: B
Sanlam Private Wealth Balanced Fund Ret: blnk, A Inst: B1, B5
Amity BCI Diversified Income Fund Ret: A Inst: -
Sasfin BCI Horizon Multi Managed Diversified Growth Fund Ret: A, A1 Inst: D
Ampersand BCI Income Fund Ret: A Inst: B
Sasfin BCI Prudential Fund Ret: A1 Inst: B, C
Satrix Balanced Index Fund Ret: A1, A2 Inst: A3,B1, B2,C Amplify SCI Strategic Income Fund Ret: A1 Inst: B1, B3, B6, B7, B8, B9
Satrix Multi Asset Passive Portfolio Solutions Growth ETF Ret: blnk Inst: - Anchor BCI Flexible Income Fund Ret: A Inst: C, D, E
Argon BCI Flexible Income Fund Ret: A Inst: -
Seed Balanced Prescient Fund Ret: A1 Inst: A2, B1, B3
Ashburton Diversified Income Fund Ret: A, B Inst: B1, L
Select BCI Balanced Fund Ret: A Inst: C
Autus Prime Income Plus Fund Ret: A Inst: B
Select BCI Enhanced Core Balanced Fund Ret: A Inst: J
Balondolozi BCI Income Fund Ret: - Inst: B
Select Manager BCI Balanced FoF Ret: A, C, D Inst: I
BCI Best Blend Flexible Income Fund Ret: C Inst: B, D, E, F
Sentio Sanlam Collective Investments Balanced Fund Ret: B3 Inst: B1, B4
Sentio SCI HIKMA Shariah Balanced Fund Ret: A1, A2 Inst: A3, B1, B2 Brenthurst BCI Income FoF Ret: A Inst: -
Sequoia BCI Managed Growth FoF Ret: A Inst: - Cadiz BCI Absolute Yield Fund Ret: A Inst: B, B1, B2, D, E, F
Cadiz BCI Enhanced Income Fund Ret: C Inst: A, B, D, E, F, G
Signature BCI Balanced FoF Ret: A Inst: -
Caleo BCI Active Income Fund Ret: A Inst: B
SIM Managed Aggressive FoF Ret: A1 Inst: A2,B1, B2,B3, B4,B5, B6
Camissa Islamic High Yield Fund Ret: A Inst: -
SIM Managed Moderate Aggressive FoF Ret: A1 Inst: A2,B1, B3,B4, B5
Ci Diversified Income Fund Ret: - Inst: A, B, G, M, S, W
Profile’s Unit Trusts & Collective Investments 331