Page 339 - Profile's Unit Trusts & Collective Investments - March 2025
P. 339
Registered Funds as at 28 February 2025
Fund name Retail Class Institutional Class Fund name Retail Class Institutional Class
Foord Flexible FoF Ret: A, B2, B4 Inst: B, B1, B5 Providence BCI Worldwide Flexible Income Fund Ret: A Inst: B
FR WorldwideFlexibleFund Ret: A Inst: - PWM Dynamic Prescient FoF Ret: A1 Inst: B3
Fussell Ci Worldwide Flexible Fund Ret: A Inst: B PWM Stable Prescient FoF Ret: A1 Inst: B3
FVVCiFlexibleGrowthFoF Ret: A Inst: B PWM Worldwide Prescient FoF Ret: A1 Inst: B3
Ginsburg & Selby SCI Worldwide Flexible Fund Ret: A1 Inst: A2 PWSBCI WorldwideFlexibleFoF Ret: A Inst: -
Gradidge Mahura Ci Worldwide Flexible Fund Ret: A Inst: B Pyxis BCI Worldwide Flexible Fund Ret: C Inst: A
Grayswan SCI Worldwide Flexible Fund Ret: A1, A2 Inst: - RavenBCI WorldwideFlexibleFund Ret: A Inst: -
H4 Growth Fund Ret: B1 Inst: - RCIBCI WorldwideFlexibleFund Ret: A, B Inst: -
Harvard House BCI Worldwide Flexible Fund Ret: A Inst: B RCIBCI WorldwideFlexibleGrowthFund Ret: L Inst: -
Helfin Ci Worldwide Flexible FoF Ret: A Inst: B RebalanceBCI WorldwideFlexibleFoF Ret: A Inst: C
ID Capital BCI Worldwide Flexible Fund Ret: A Inst: B, C, D Red Oak BCI Worldwide Flexible FoF Ret: A Inst: -
Imalivest Sanlam Collective Investments WW Flexible Fund Ret: A Inst: A1, A3, B Rexsolom WW Flexible Prescient Fund Ret: A1 Inst: -
Independent Securities BCI Worldwide Flexible Fund Ret: D Inst: A, B, C Rock Capital IP Worldwide Flexible Fund Ret: A Inst: B, C
Instit BCI Worldwide Equity Fund Ret: A Inst: - Roxburgh Ci Worldwide Flexible FoF Ret: A Inst: B
Instit BCI Worldwide Flexible Fund Ret: A Inst: - SaltLight Worldwide Flexible FR Fund Ret: A1, A2, C1 Inst: D1,F,F2
Instit BCI Worldwide Moderate Aggressive Flexible Fund Ret: A Inst: - Sanlam Private Wealth Worldwide Flexible Fund Ret: A1 Inst: -
Instit BCI Worldwide Opportunities Fund Ret: A Inst: - Select BCI Worldwide Flexible Fund Ret: A Inst: B
IP Worldwide Active Beta Fund Ret: A Inst: B Select Manager BCI Worldwide Flexible FoF Ret: A Inst: -
IP WorldwideFlexibleFoF Ret: B2 Inst: - Signature BCI Worldwide Flexible FoF Ret: A Inst: -
JBL Sanlam Collective Investments Worldwide Flexible FoF Ret: B1 Inst: - Simplisiti BCI Flexible FoF Ret: A Inst: -
Long Beach Worldwide Flexible Prescient Fund Ret: A1 Inst: A3, B3 SIS Inflation Plus 1 - 3 FoF Ret: - Inst: A, B5
Lunar BCI Worldwide Flexible Fund Ret: A Inst: - SIS Inflation Plus 3 - 5 FoF Ret: - Inst: A, B5
Marriott Worldwide FoF Ret: A, C, D Inst: - SIS Maximum Return FoF Ret: - Inst: A
Mentenova Global Equity Prescient Fund Ret: - Inst: B1, B2, Z SkyblueBCI Moderate WorldwideFlexibleFund Ret: - Inst: B
Merchant West SCI Worldwide Flexible Fund Ret: A Inst: B, D Skyblue BCI Unconstrained Worldwide Flexible Fund Ret: A Inst: -
Methodical BCI Worldwide Growth FoF Ret: A Inst: - SkyblueBCI WorldwideFlexibleGrowthFund Ret: A Inst: -
MitonOptimal IP Flexible Growth Fund Ret: B2 Inst: A2 Southern Charter BCI Worldwide Flexible FoF Ret: A Inst: -
MitonOptimal IP Worldwide Growth Fund Ret: B2 Inst: - Steer Worldwide Flexible FR Fund Ret: 1 Inst: 2
Montrose BCI Flexible FoF Ret: A Inst: - Sterling Invest Alpha Worldwide Prescient Fund Ret: - Inst: E
MyQ Ci Worldwide Flexible FoF Ret: A Inst: B, I, M Stonehage Fleming Worldwide Flexible Prescient Fund Ret: A Inst: B
Nedgroup Investments Bravata Worldwide Flexible Fund Ret: A Inst: B, C Stonewood BCI Worldwide Flexible Fund Ret: A Inst: -
Nest Egg BCI Worldwide Flexible Fund Ret: A Inst: - Sygnia Skeleton Worldwide Flexible Fund Ret: A Inst: C
NFB Ci Worldwide Flexible Fund Ret: A Inst: B2 Synergy Ci Global Flexible Growth Feeder Fund Ret: B Inst: I
Ninety One Worldwide Flexible Fund Ret: E, G, J Inst: Z Trésor Sanlam Collective Investments Flexible Fund Ret: B1 Inst: B2
Novare High Growth Fund Ret: A1 Inst: A2, C1 Wealth Creators BCI Growth FoF Ret: A Inst: -
nReach Capitis IP Worldwide Flexible Fund Ret: A1 Inst: - Wealthpoint BCI Worldwide Flexible Fund Ret: A Inst: -
Obsidian SCI Worldwide Flexible Fund Ret: A Inst: B WealthStrat Worldwide Flexible Prescient FoF Ret: - Inst: B, C
Octagon Sanlam Collective Investments Worldwide FoF Ret: B1 Inst: A1 Woodland Ci Unconstrained Balanced Fund Ret: A Inst: B
Odyssey BCI Worldwide Flexible Fund Ret: A Inst: - Woodland Ci Worldwide Flexible Fund Ret: A Inst: B, I
Old Mutual Maximum Return Fund Ret: A Inst: A5, B1 Worldwide — Multi Asset — Income
Old Mutual Multi-Managers Maximum Return FoF Ret: A Inst: A5, B2, B4 Skyblue BCI Cirrus Income Fund Ret: A Inst: -
Old Mutual Multi-Managers Worldwide Multi-Asset FoF Ret: A Inst: A5, B2, B4
Worldwide — Multi Asset — Unclassified
Optimum BCI Worldwide Flexible FoF Ret: A Inst: V
M&G 2.5% Target Income Fund Ret: A Inst: B
Orchard BCI Worldwide Opportunity Fund Ret: A Inst: -
M&G 5% Target Income Fund Ret: A Inst: B
Ordian Capital BCI Worldwide Flexible Fund Ret: A Inst: B
M&G 7% Target Income Fund Ret: A Inst: B
PBiBCI WorldwideFlexibleFoF Ret: A Inst: -
Platinum BCI Worldwide Flexible Fund Ret: A Inst: B
PMK Worldwide Growth Prescient FoF Ret: A3 Inst: A1, B2
PortfolioMetrix BCI Unconstrained Assertive FoF Ret: A Inst: B
PortfolioMetrix BCI Unconstrained Balanced FoF Ret: A Inst: B
PortfolioMetrix BCI Unconstrained Moderate FoF Ret: A Inst: B
PortfolioMetrix BCI Worldwide Opportunities Fund Ret: A Inst: -
PPS WorldwideFlexibleFoF Ret: A2 Inst: A, A3, B, B2
Prescient Umbra Balanced Feeder Fund Ret: A Inst: -
Prime Claret Worldwide Flexible FoF Ret: - Inst: A, A1,C,D,R,R1, R2
Prime Worldwide Flexible Fund Ret: B Inst: B1, B2
PrivateClient BCI Worldwide Flexible Fund Ret: A Inst: B
Prosperity IP Worldwide Flexible FoF Ret: A, C Inst: -
Providence BCI Worldwide Diversified Fund Ret: - Inst: B, C
Profile’s Unit Trusts & Collective Investments 337