Page 348 - Profile's Unit Trusts & Collective Investments - September 2025

Registered funds as at 31 July 2025

Fund name ♦ Retail class ♦ Institutional class Fund name ♦ Retail class ♦ Institutional class
Momentum Financials Fund ♦ Ret: A ♦ Inst: B2, B3, B4, C1, E IFM Equity Fund ♦ Ret: - ♦ Inst: E, Z
Nedgroup Investments Financials Fund ♦ Ret: A, R ♦ Inst: - IFM Technical Fund ♦ Ret: A ♦ Inst: -
Sanlam Investment Management SCI Financial Fund ♦ Ret: A ♦ Inst: B1, B2, B3 Integral BCI Equity Fund ♦ Ret: A ♦ Inst: C
Satrix FINI ETF ♦ Ret: A ♦ Inst: - Integrity Equity Prescient Fund ♦ Ret: A1, A2 ♦ Inst: B1, B3
South African–Equity–General Investec BCI Equity Fund ♦ Ret: A ♦ Inst: B, D, H, I
10X S&P SA Top 50 ETF ♦ Ret: blnk ♦ Inst: - Investin BCI Equity Fund ♦ Ret: - ♦ Inst: D
10X S&P SA Top 50 Tracker Fund ♦ Ret: - ♦ Inst: B, C1, D, V Kruger Equity Prescient Fund ♦ Ret: A ♦ Inst: -
10X Top 60 SA Equity Index Fund ♦ Ret: A, B, C, T ♦ Inst: D Laurium Equity Prescient Fund ♦ Ret: A1 ♦ Inst: B3
10X Wealth Top 20 Capped ETF ♦ Ret: blnk ♦ Inst: - Lima Mbeu SCI Equity Fund ♦ Ret: A1 ♦ Inst: B1
27four Shariah Active Equity Fund ♦ Ret: A1 ♦ Inst: A2, A3, A5, A7, B1, B3 Lodestar Core Equity 27four Fund ♦ Ret: B1 ♦ Inst: -
36ONE BCI Equity Fund ♦ Ret: A ♦ Inst: B, C2, D, E, F, G, H Lynx Prime Opportunities Fund of Funds ♦ Ret: A1, A2 ♦ Inst: B2
3B BCI Blended Equity Fund ♦ Ret: A ♦ Inst: B, C M&G Dividend Maximiser Fund ♦ Ret: A, I ♦ Inst: B, D, F, T
3B BCI Equity Fund ♦ Ret: A ♦ Inst: B M&G Equity Fund ♦ Ret: A, I ♦ Inst: B, D, F
Accorn BCI Equity Fund ♦ Ret: A, B ♦ Inst: C, D, E, F M1 Capital Equity Prescient Fund ♦ Ret: A1 ♦ Inst: A3, B1, B2, B3, B4
AE Invest Ci Equity Fund ♦ Ret: A ♦ Inst: B Maestro Equity Prescient Fund ♦ Ret: A ♦ Inst: B3
Aeon Active Equity Prescient Fund ♦ Ret: A1 ♦ Inst: B1, B2, B3 Marriott Dividend Growth Fund ♦ Ret: C, R ♦ Inst: -
AF Investments Equity Fund of Funds ♦ Ret: A ♦ Inst: D, L Mazi Asset Management Prime Equity Fund ♦ Ret: A ♦ Inst: B1, B2, B3, B4, B5
AF Investments Institutional Equity Unit Trust ♦ Ret: - ♦ Inst: B, T Melville Douglas STANLIB High Alpha Fund ♦ Ret: - ♦ Inst: B1, B3, B4
African Alliance Equity Prescient Fund ♦ Ret: A1 ♦ Inst: B1, B2, B3 Mentenova Local Equity Prescient Fund of Funds ♦ Ret: B1 ♦ Inst: B5, Z
Allan Gray Equity Fund ♦ Ret: A, C ♦ Inst: X Merchant West SCI Dividend Equity Fund ♦ Ret: A, A1 ♦ Inst: B
Amity BCI Equity Fund ♦ Ret: A ♦ Inst: - Merchant West SCI Value Fund ♦ Ret: A1 ♦ Inst: B, C, D, F, G, H
Amplify SCI Equity Fund ♦ Ret: A1, B4 ♦ Inst: B10, B7 Methodical BCI Equity Fund ♦ Ret: B1 ♦ Inst: B2, B3, B5
Anchor BCI Equity Fund ♦ Ret: A ♦ Inst: B, D MI-PLAN IP Beta Equity Fund ♦ Ret: B2 ♦ Inst: D
APS Ci Equity Fund ♦ Ret: A1 ♦ Inst: - Mianzo Equity 27four Fund ♦ Ret: A1 ♦ Inst: B1
Argon BCI Equity Fund ♦ Ret: - ♦ Inst: C Mianzo Islamic Domestic Equity 27four Fund ♦ Ret: A1 ♦ Inst: B1
Autus Prime Equity Fund ♦ Ret: A ♦ Inst: B MitonOptimal IP Equity Growth Fund ♦ Ret: A, C ♦ Inst: -
Aylett Equity Prescient Fund ♦ Ret: A1 ♦ Inst: A5, A6, B3, S1 Momentum Equity Fund ♦ Ret: A, B2, B4, B5, B7 ♦ Inst: B10, B3, B9, D, I
Baymont Equity FR Fund ♦ Ret: A1 ♦ Inst: A2 Momentum High Growth Fund ♦ Ret: - ♦ Inst: B1, F1
BCI Best Blend Specialist Equity Fund ♦ Ret: C ♦ Inst: B, D, S Momentum Macro Value Fund ♦ Ret: - ♦ Inst: B1
BlueAlpha BCI Equity Fund ♦ Ret: A ♦ Inst: B, C, D Momentum Ultra Long Term Value Fund ♦ Ret: - ♦ Inst: B1
Camissa Equity Alpha Fund ♦ Ret: A ♦ Inst: A1, B1, B2, C Nedgroup Investments Multi Managed Future Focus Equity Fund ♦ Ret: A ♦ Inst: B, C
Camissa Islamic Equity Fund ♦ Ret: A ♦ Inst: B Nedgroup Investments Private Wealth Equity Fund ♦ Ret: A ♦ Inst: A2, A3, C, R
Capita BCI Equity Fund ♦ Ret: A ♦ Inst: B, D, E, F Nedgroup Investments Rainmaker Fund ♦ Ret: A, R ♦ Inst: A1, A2, B, B2
Centaur BCI SA Equity Fund ♦ Ret: A ♦ Inst: A1, B, C Ninety One Equity Fund ♦ Ret: A, E, G, H, R ♦ Inst: B, C, D, I, J, Z
Cogence Equity Prescient Fund of Funds ♦ Ret: A ♦ Inst: - Ninety One Value Fund ♦ Ret: A, E, G, H, R ♦ Inst: B, C, D, I, J, L, Z
Community Growth Equity Fund ♦ Ret: A ♦ Inst: I Oasis Crescent Equity Fund ♦ Ret: D ♦ Inst: A, B, C
Contrarius BCI Equity Fund ♦ Ret: A ♦ Inst: - Oasis General Equity Fund ♦ Ret: D ♦ Inst: blnk, B, C
Coronation Equity Fund ♦ Ret: A, P, TFI ♦ Inst: D, R Obsidian SCI Equity Fund ♦ Ret: B3 ♦ Inst: B6, B7, B8
Curate Momentum Equity Fund ♦ Ret: A ♦ Inst: B, C Old Mutual Albaraka Equity Fund ♦ Ret: A ♦ Inst: A4, A5, B0, B1, B8
Denker SCI Equity Fund ♦ Ret: A ♦ Inst: A1, B1, B10, B2, B5, B6, B7, B8 Old Mutual Dynamic Equity Managers Fund ♦ Ret: A ♦ Inst: B1, B4, B5, B6, B8
Differential Neural Equity Prescient Fund ♦ Ret: A1 ♦ Inst: A7, B3 Old Mutual Equity Fund ♦ Ret: A ♦ Inst: A5, B1, B2, R
Discovery Equity Fund ♦ Ret: A ♦ Inst: - Old Mutual Multi-Managers Equity Fund of Funds ♦ Ret: A ♦ Inst: A5, B4, C
Dotport BCI Equity Fund ♦ Ret: A ♦ Inst: B Optimum BCI Equity Fund ♦ Ret: A ♦ Inst: C
Dynasty Ci Wealth Accumulator Fund ♦ Ret: A2 ♦ Inst: B2 Perpetua SCI Equity Fund ♦ Ret: A, A1 ♦ Inst: D, E, F
Edge BCI Equity Fund ♦ Ret: A ♦ Inst: B Perpetua SCI Relative Equity Fund ♦ Ret: A ♦ Inst: A1
Element SCI Earth Equity Fund ♦ Ret: A ♦ Inst: C Personal Trust Equity Fund ♦ Ret: A ♦ Inst: -
Element SCI Islamic Equity Fund ♦ Ret: A ♦ Inst: C Perspective Executive Equity Prescient Fund ♦ Ret: A1 ♦ Inst: A2, A3, B1
Excelsia Equity 27four Fund ♦ Ret: A1 ♦ Inst: A2, A3, A4, A5, B2 Prescient Core Capped Equity Fund ♦ Ret: A2 ♦ Inst: B2, B4
Fairtree Blended Equity Prescient Fund ♦ Ret: A2 ♦ Inst: A1, A3, A4, B3, P, P1, P2 Prescient Core Equity Fund ♦ Ret: A2 ♦ Inst: B2, B3, B6
Fairtree Select Equity Prescient Fund ♦ Ret: A1, A2 ♦ Inst: A3, B1, B2, B4, B5 Prescient Equity Fund ♦ Ret: A2 ♦ Inst: B3
Fedgroup General Equity Fund ♦ Ret: - ♦ Inst: A, C, C1, D Prime General Equity Fund ♦ Ret: - ♦ Inst: B
FedGroup Large Cap Equity Fund ♦ Ret: - ♦ Inst: A, C, C1, D Prime South African Equity Fund ♦ Ret: A ♦ Inst: B, C
FG SCI Mercury Equity Fund of Funds ♦ Ret: A ♦ Inst: C Prowess Capped SWIX 40 27four Tracker Fund ♦ Ret: A1 ♦ Inst: B1, B3
FNB Multi Manager Equity Fund ♦ Ret: A2 ♦ Inst: B1, L, Z PSG Equity Fund ♦ Ret: A, E, F ♦ Inst: B, C, D, Z
Gryphon All Share Tracker Fund ♦ Ret: A ♦ Inst: - PSG Investment Management Opportunity Equity Fund of Funds ♦ Ret: D ♦ Inst: -
GTC Absolute Equity Fund ♦ Ret: - ♦ Inst: C, D PSG Wealth Creator Fund of Funds ♦ Ret: A, B, C, D, E ♦ Inst: -
GTC Active Equity Fund ♦ Ret: - ♦ Inst: C, D Quantum BCI Factor Equity Fund ♦ Ret: B ♦ Inst: -
GTC Passive Equity Fund ♦ Ret: - ♦ Inst: C, D Sanlam Investment Management SCI General Equity Fund ♦ Ret: A, M1, R ♦ Inst: A1,
GTC Value Fund ♦ Ret: - ♦ Inst: C, D A2, B11, B12, B4, B5, B6, B7, B8, M2, M3, M4
Harvard House BCI Equity Fund ♦ Ret: A ♦ Inst: - Sanlam Multi Manager SCI Equity Index Fund ♦ Ret: - ♦ Inst: B1, B5

346 Profile’s Unit Trusts & Collective Investments September 2025