Page 336 - 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
New Road BCI Stable FoF Ret: A Inst: Z Southern Charter BCI Defensive FoF Ret: A Inst: -
NFB Ci Defensive FoF Ret: A Inst: - Standard STANLIB GoalConserver FoF Ret: - Inst: B1, B2, B3
NFB Ci Stable Fund Ret: A Inst: C1 STANLIB Multi-Asset Cautious Fund Ret: B1 Inst: B2, B4, C3
Ninety One Cautious Managed Fund Ret: A, H Inst: B, C, D, I, Z STANLIB Multi-Manager Defensive Balanced Fund Ret: B1 Inst: B2, B3
NoblePP BCI StrategicIncomeFoF Ret: A Inst: A1, A2, B1 STANLIB Multi-Manager Low Equity FoF Ret: B1 Inst: B2
Oasis Balanced Stable FoF Ret: D Inst: A, B, C, F Star BCI Stable Fund Ret: A Inst: -
Oasis Crescent Balanced Stable FoF Ret: D Inst: B, C, E, F Starfunds.ai BCI Stable FoF Ret: A Inst: -
Octagon Sanlam Collective Investments Cautious FoF Ret: B1 Inst: C1 Steer Stable FR Fund Ret: 1 Inst: -
Old Mutual Capital Builder Fund Ret: A Inst: A5, B1 Sygnia CPI + 2% Fund Ret: A, B, D Inst: C, E
Old Mutual Core Conservative Fund Ret: A Inst: A5, B1 Sygnia Skeleton Balanced 40 Fund Ret: A Inst: R
Old Mutual Multi-Managers Cautious FoF Ret: A Inst: A5, B4 Sygnia Skeleton Balanced Absolute Fund Ret: A Inst: B, C, R
Old Mutual Stable Growth Fund Ret: A Inst: A5, B1, I1 Synergy Ci Conservative Fund Ret: A Inst: B
Optimum BCI Stable Fund Ret: C Inst: A Trésor Sanlam Collective Investments Stable Fund Ret: B1 Inst: -
Oyster Catcher RealFin Stable Fund Ret: A Inst: D TRG Stable Prescient FoF Ret: A1 Inst: B3
Palmyra BCI Stable Fund Ret: A Inst: B, D, E, F Wealth Associates BCI Cautious FoF Ret: A Inst: -
PBi BCI Conservative FoF Ret: A Inst: - Wealth Creators BCI Cautious FoF Ret: A Inst: -
Personal Trust Conservative Managed Fund Ret: A Inst: - WealthStrat Cautious Prescient FoF Ret: - Inst: B, C
PFPS Ci Cautious FoF Ret: A Inst: B Wealthworks Prime Cautious FoF Ret: A Inst: B
Platinum BCI Income Provider FoF Ret: A Inst: - Weaver BCI Stable FoF Ret: A Inst: -
Plexus Wealth BCI Conservative Fund Ret: A Inst: C WellsFaber SCI Stable FoF Ret: A Inst: -
PMK Stable Prescient FoF Ret: A1, A3 Inst: B2 South African — Multi Asset — Medium Equity
PortfolioMetrix BCI Cautious FoF Ret: A Inst: B 10X Moderate Fund Ret: A, P, T Inst: B, C, E
PPS Conservative FoF Ret: A2 Inst: A, A3, B, B2 27four Balanced FoF Ret: A1 Inst: A2,A3, A4,A5, A6,A7, B5,B6
PPS Defensive Fund Ret: A2 Inst: A, A3, B, B2 27four SA Multi-Factor Equity AMETF Ret: blnk Inst: -
PPS Institutional Multi Asset Low Equity Fund Ret: - Inst: A2,B,B2 ABSA Sanlam Accumulation FoF Ret: A Inst: B, C, D, E
Prescient Defensive Fund Ret: A1, A2 Inst: B3 ABSA Sanlam Multi Managed Core Accumulation Fund Ret: C Inst: B
Prime Balanced Income FoF Ret: - Inst: B, B1, B2, C ABSA Sanlam Multi Managed Moderate Absolute Return Fund Ret: - Inst: A, C1, C2
PrimeCabernet StableFoF Ret: A Inst: A1,B,B1, C, R, R1,R2 ABSA Sanlam Multi Managed Passive Accumulation Fund Ret: A, B Inst: C, E
Prime Classic Port Conservative FoF Ret: - Inst: A, A1,B,B1, C, R, R1,R2 ADB BCI Balanced FoF Ret: A Inst: A1
PrivateClient BCI Low Equity Fund Ret: B Inst: - Adviceworx Old Mutual Inflation plus 3-4% FoF Ret: B1 Inst: -
PSG Investment Management Cautious FoF Ret: D Inst: - Aeon Balanced Prescient Fund Ret: A1 Inst: A2, B3
PSG Stable Fund Ret: A, E Inst: D, F Affinity Ci Moderate Fund Ret: A Inst: B, I
PSG Wealth Preserver FoF Ret: A, B, C, D, E Inst: - Amity BCI Prudent FoF Ret: A Inst: -
PWS BCI Cautious FoF Ret: A Inst: - Ampersand BCI Moderate FoF Ret: A1 Inst: A, B
Quantum BCI Capital Plus FoF Ret: A Inst: B, C Amplify SCI Absolute Fund Ret: A1 Inst: B1, B3
Rebalance BCI Cautious FoF Ret: A Inst: - Analytics Ci Moderate FoF Ret: A Inst: A1, M
Rezco Stable Fund Ret: C Inst: C1, Z Anchor BCI Diversified Moderate Fund Ret: A Inst: B
Roxburgh Ci Conservative FoF Ret: A Inst: B APSCiModerateFund Ret: A1 Inst: G
RSA BCI Cautious Fund Ret: C Inst: A, D AS Forum BCI Moderate FoF Ret: A Inst: -
S BRO BCI Defensive FoF Ret: A Inst: B, C Assetbase CPI + 4% Prescient FoF Ret: A1 Inst: -
SA Asset Management BCI Cautious Fund Ret: A Inst: - AssetMix Ci Moderate Fund Ret: A Inst: B
Sage BCI Protection Solution FoF Ret: A2 Inst: B1, B2, B4, B9 Balondolozi BCI Absolute Return Fund Ret: - Inst: B
Sanlam Multi Managed Cautious FoF Ret: A1 Inst: A2, B1, B9 Baroque BCI Moderato FoF Ret: A Inst: B
Sanlam Multi Managed Conservative FoF Ret: A1 Inst: A2, B1, B9 BCI Multikor Moderate FoF Ret: - Inst: A
Sanlam Multi Managed Defensive FoF Ret: A2 Inst: A, B2, B3 Caleo BCI Moderate FoF Ret: A, C Inst: -
Sasfin BCI Horizon Multi Managed Preservation Fund Ret: A, A1 Inst: D Camissa Protector Fund Ret: A Inst: B1, B2
Sasfin BCI Stable Fund Ret: A Inst: B, C Celerity Ci Moderate Fund Ret: A, B Inst: -
Satrix Low Equity Balanced Index Fund Ret: A1, A2, A3 Inst: B1, B2, C Chrome Ci Defensive Fund Ret: A Inst: B, G
Satrix Multi Asset Passive Portfolios Solutions Protect ETF Ret: blnk Inst: - Chrome Ci Moderate Fund Ret: A Inst: B, G
Seed Stable Prescient Fund Ret: A1 Inst: A2, B1, B3 Cinnabar SCI Balanced FoF Ret: A Inst: B
Select BCI Enhanced Core Cautious Fund Ret: A Inst: - Cogence Discovery Moderate Dynamic Asset Optimiser FoF Ret: A Inst: Z
Select Manager BCI Cautious FoF Ret: A Inst: B, C, D, I CogenceModeratePrescient FoF Ret: A Inst: -
Sequoia BCI Stable FoF Ret: A Inst: - CoreSolutions OUTstable Index Fund Ret: O Inst: -
Signature BCI Stable FoF Ret: A Inst: - Destiny BCI Prudential FoF Ret: A Inst: B
SIM Inflation Beater Fund Ret: A Inst: B, C, C1, Z Deton Prime Balanced FoF Ret: S, Z Inst: B, J1,R,S1, Z1
SIM Inflation Plus Fund Ret: A, M1 Inst: B1,B10,B2, B3,B4, B6,B7, M2,M3, M4 Discovery Moderate Balanced Fund Ret: A Inst: B, Z
SIM Managed Cautious FoF Ret: A1 Inst: A2,B1, B3,B4, B5,B6 Edge BCI Balanced FoF Ret: A Inst: -
SIM Managed Conservative FoF Ret: A1 Inst: A2,B1, B3,B4, B5,B6 Engelberg BCI Balanced Fund Ret: A Inst: -
SIS Inflation Plus 3 - 5 Prudent FoF Ret: - Inst: A, B5 Fairtree Flexible Balanced Prescient Fund Ret: A2, A3 Inst: A1, B1, B3

334 Profile’s Unit Trusts & Collective Investments