Page 335 - 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
SIM Institutional Income Fund Ret: A1 Inst: A, A2 Capita BCI Cautious Fund Ret: A Inst: C, D
SIM Tactical Income Fund Ret: A Inst: C, Z Celerity Ci Conservative Fund Ret: A, B Inst: -
Simplisiti BCI Income Plus FoF Ret: A Inst: - Celtis BCI Conservative FoF Ret: A Inst: -
SIS Flexible Income FoF Ret: - Inst: T, T5 Ci SA Cautious Fund Ret: - Inst: A
Southchester IP Optimum Income Fund Ret: A Inst: B, C, D, E, F, W Cinnabar SCI Stable FoF Ret: A Inst: B
Standard STANLIB GoalDefender FoF Ret: - Inst: B1, B2, B3 Citrine BCI Conservative Growth FoF Ret: A Inst: -
STANLIB Flexible Income Fund Ret: B1 Inst: B2, B6 Cogence Cautious Prescient FoF Ret: A Inst: -
STANLIB Multi-Manager Absolute Income Fund Ret: B1 Inst: B2, B3, B5 Cogence Discovery Cautious Dynamic Asset Optimiser FoF Ret: A Inst: Z
Stonehage Fleming Income Prescient Fund Ret: A1 Inst: B1, C1 Constellation Protected Growth Prescient Fund Ret: A1 Inst: B1, B2, B3
STRATEGIQ BCI Income FoF Ret: A Inst: B CoreSolutions OUTcautious Index Fund Ret: O Inst: -
Sygnia Enhanced Income Fund Ret: A Inst: C, R Corion BCI Stable Fund Ret: A Inst: B, C
Taquanta Active Income FR Fund Ret: R1, R3 Inst: I1, I2, I3, I5, I6, R2, R4, T1, T2, T3 Coronation Balanced Defensive Fund Ret: A, P Inst: D
Thyme Wealth IP Multi Asset Income Fund Ret: A, B Inst: C Denker Sanlam Collective Investments Stable Fund Ret: A Inst: B1, B2
Trésor Sanlam Collective Investments Income Fund Ret: B1 Inst: B2 Deton Prime Stable FoF Ret: - Inst: B, J1,R,R1, S, S1,Z,Z1
TRG Income Prescient FoF Ret: A1 Inst: B1, B3 Dinamika BCI Conservative FoF Ret: A, C Inst: -
Truffle SCI Enhanced Income Fund Ret: A Inst: B1, B2 Discovery Cautious Balanced Fund Ret: A Inst: Z
Visio BCI Unconstrained Fixed Interest Fund Ret: B Inst: A, C, D, E Dotport BCI Cautious FoF Ret: A Inst: -
Vunani BCI Bond Retention Fund Ret: A Inst: - Dynasty Ci Wealth Preserver Fund Ret: A2 Inst: B2
Vunani BCI Short Term Fixed Interest Retention Fund Ret: A Inst: - Edge BCI Cautious FoF Ret: A Inst: -
Wealth Associates BCI Income Fund Ret: A Inst: B Element Real Income Sanlam Collective Investments Fund Ret: A Inst: C
Wealth Creators BCI Income Fund Ret: A Inst: B Excalibur Sanlam Collective Investments Cautious FoF Ret: - Inst: B1
South African — Multi Asset — Low Equity Fairtree BCI Select Cautious Fund Ret: A Inst: B, C
10X Defensive Fund Ret: A, P, T Inst: B, C, E FAL BCI Stable FoF Ret: A Inst: -
1NVEST Low Equity Passive Balanced FoF Ret: A Inst: B, B1 FG SCI Venus Cautious FoF Ret: A Inst: B, C
27four Stable FoF Ret: A1 Inst: A2,A3, A4,A5, A6,A7, A8,B5, B6,C Fibonacci BCI Temperate Fund Ret: B1, C Inst: -
2IP Cautious Prescient Fund Ret: A1, A2 Inst: B3 Financial Fitness Stable IP FoF Ret: A Inst: -
3B BCI Cautious Managed Fund Ret: A Inst: - FNB Stable FoF Ret: B1 Inst: -
3B BCI Stable FoF Ret: 3B1, 3B2 Inst: - FVV Ci Conservative FoF Ret: A Inst: B
4D BCI Cautious FoF Ret: A Inst: S1 Ginsburg & Selby SCI Stable FoF Ret: - Inst: A2
ABAX Absolute Prescient Fund Ret: A Inst: B1, B3, B4, B5 Gradidge Mahura Ci Cautious Fund Ret: A Inst: B
ABAX SA Absolute Prescient Fund Ret: A1 Inst: B1, B2, B3 Graviton SCI Low Equity Fund Ret: A1 Inst: B1, B2
ABSA Sanlam Multi Managed Core Preserver Fund Ret: C Inst: B GraySwan SCI Cautious FoF Ret: A, B Inst: -
ABSA Sanlam Multi Managed Passive Preserver Fund Ret: A Inst: B, E GTC Inflation +1 FoF Ret: - Inst: A, B
ABSA Sanlam Preserver Fund of Fund Ret: A Inst: B, C, D, E H4 Stable Fund Ret: B1 Inst: B2
Adviceworx Old Mutual Inflation plus 2-3% FoF Ret: B1 Inst: - Helfin Ci Cautious Fund Ret: A Inst: B
AF Investments Conservative Passive Fund Ret: A1 Inst: A, B, T Hollard BCI Conservative Growth FoF Ret: B Inst: C, E
AF Investments Conserver Managed Fund Ret: A, D, L, T Inst: B Instit BCI Managed Fund Ret: A, C Inst: B
Affinity Ci Cautious Fund Ret: A Inst: B, I Investhouse Ci Cautious Fund Ret: A Inst: B
Allan Gray Optimal Fund Ret: A, C Inst: - IP Diversified Income FoF Ret: B2 Inst: -
Allan Gray Stable Fund Ret: A, C Inst: X JBL Sanlam Collective Investments Cautious FoF Ret: - Inst: B1
Amity BCI Steady Growth FoF Ret: A Inst: - Kruger Prudential Prescient Fund Ret: A Inst: -
Ampersand BCI Cautious FoF Ret: A1 Inst: A, B Laurium Stable Prescient Fund Ret: A1 Inst: A2, A3, A4, B3, B4
Amplify SCI Defensive Balanced Fund Ret: A1 Inst: B1, B2, B3, B5 Lynx Prime Cautious FoF Ret: A, A1, A2 Inst: B1, B2, C, C2
Amplify SCI SA Defensive Balanced Fund Ret: - Inst: B1, B2 M&G Inflation Plus Fund Ret: A, I Inst: B, D, E, T, X
Amplify SCI Wealth Protector Fund Ret: B5, B8 Inst: B1, B3, B6, B7 Merchant West SCI Cautious Fund Ret: A1 Inst: B
Analytics Ci Cautious FoF Ret: A Inst: A1 Merchant West SCI Stable P&G® Fund Ret: A, A1 Inst: -
Anchor BCI Diversified Stable Fund Ret: A Inst: B MI-PLAN IP Balanced Defensive Fund Ret: B5 Inst: B2
APS Ci Cautious Fund Ret: A1 Inst: G Mianzo CPI + 3% 27four Fund Ret: A1 Inst: -
Argon BCI Absolute Return Fund Ret: A Inst: B, C, E MitonOptimal IP Cautious Fund Ret: B2 Inst: -
Ashburton Targeted Return Fund Ret: B4 Inst: B5,L,Z MM BCI Cautious FoF Ret: A Inst: -
Assetbase CPI + 2% Prescient FoF Ret: A1 Inst: - Momentum Focus 3 FoF Ret: A Inst: B1,B2, B3,B5, B7,E,I
AssetMix Ci Conservative Fund Ret: A Inst: B Momentum Target 3 FoF Ret: A Inst: B, B2, C, E
Aureus Nobilis BCI Cautious Fund Ret: A Inst: - Montrose BCI Cautious FoF Ret: A Inst: -
Autus Prime Cautious Fund Ret: A Inst: - Multi Asset IP Balanced Defensive Fund Ret: B1 Inst: A
Autus Prime Stable Fund Ret: A Inst: - MyQ Ci Income Fund Ret: A Inst: B, I
BCI Best Blend Cautious Fund Ret: C Inst: B1 Nedgroup Investments Core Guarded Fund Ret: B Inst: B2,C,C1, C2,C3
Bidvest Prime Preserver Fund Ret: - Inst: A1,B,B1, C Nedgroup Investments Select Defensive FoF Ret: - Inst: A, A1, A2, C, S
Bovest BCI Conservative FoF Ret: A Inst: - Nedgroup Investments Stable Fund Ret: A, A1, C Inst: A2
Camissa Stable Fund Ret: A Inst: B, B2 Nedgroup Investments XS Guarded FoF Ret: - Inst: A, B, B1, C

Profile’s Unit Trusts & Collective Investments 333