Page 354 - Profile's Unit Trusts & Collective Investments - September 2025
P. 354
Registered funds as at 31 July 2025
Fund name ♦ Retail class ♦ Institutional class Fund name ♦ Retail class ♦ Institutional class
Perpetua SCI Balanced Fund ♦ Ret: A, A1 ♦ Inst: E, F Signature BCI Balanced Fund of Funds ♦ Ret: A ♦ Inst: -
Personal Trust Managed Fund ♦ Ret: A ♦ Inst: B SIM SCI Managed Aggressive Fund of Funds ♦ Ret: A1 ♦ Inst: A2, B1, B2, B3, B4, B5, B6
Personal Trust Prudent Fund of Funds ♦ Ret: A ♦ Inst: - SIM SCI Managed Moderate Aggressive Fund of Funds ♦ Ret: A1 ♦ Inst: A2, B1, B3, B4, B5
Personal Wealth Management Prime Flexible Fund of Funds ♦ Ret: - ♦ Inst: B Simplisiti BCI Managed Protector Fund of Funds ♦ Ret: A ♦ Inst: -
Perspective Balanced Prescient Fund ♦ Ret: A1, A2 ♦ Inst: B1 SIS Inflation Plus 3 - 5 Prudent Fund of Funds ♦ Ret: B5 ♦ Inst: A
PFPS Ci Balanced Fund of Funds ♦ Ret: A ♦ Inst: B SIS Inflation Plus 4 - 6 Fund of Funds ♦ Ret: B5 ♦ Inst: A, B3
PIC Old Mutual Balanced Fund ♦ Ret: - ♦ Inst: B1 SIS Managed Fund of Funds ♦ Ret: B4 ♦ Inst: B2
Pin Oak Prescient Balanced Fund of Funds ♦ Ret: P1 ♦ Inst: E1 SMM SCI Institutional Moderate Balanced Fund One ♦ Ret: - ♦ Inst: B1
Pinnacle Wealth Balanced Prescient Fund of Funds ♦ Ret: A1 ♦ Inst: B3 SMM SCI Institutional Prudential Balanced Fund One ♦ Ret: - ♦ Inst: B1, B3
Platinum BCI Balanced Plus Fund of Funds ♦ Ret: A ♦ Inst: - Southern Charter BCI Growth Fund of Funds ♦ Ret: A ♦ Inst: -
Plexus Wealth BCI Balanced Fund ♦ Ret: A ♦ Inst: - Standard STANLIB Balanced Fund of Funds ♦ Ret: B1 ♦ Inst: B2, B4
PMK Managed Prescient Fund of Funds ♦ Ret: A3 ♦ Inst: A1 STANLIB Multi-Asset Growth Fund ♦ Ret: B1 ♦ Inst: B2, B4, C3
PortfolioMetrix BCI Balanced Fund of Funds ♦ Ret: A ♦ Inst: B, C, D STANLIB Multi-Manager Balanced Fund ♦ Ret: B1 ♦ Inst: B2, B3
PPS Balanced Fund of Funds ♦ Ret: A2 ♦ Inst: A, A3, B, B2 STANLIB Multi-Manager Shar’iah Balanced Fund of Funds ♦ 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 Fund of Funds ♦ 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 Fund of Funds ♦ Ret: A ♦ Inst: A1, B, B1, C, R, R1, R2 Strategic Capital Balanced Prescient Fund ♦ Ret: A1 ♦ Inst: B1, Z
Private Capital BCI Managed Fund ♦ Ret: A ♦ Inst: - STRATEGIQ BCI Balanced Fund of Funds ♦ Ret: A ♦ Inst: -
PrivateClient BCI High Equity Fund ♦ Ret: B ♦ Inst: - Sygnia CPI + 6% Fund ♦ Ret: A, B, D ♦ Inst: C, E
Prowess Balanced 27four Fund ♦ Ret: A1 ♦ Inst: B1, B3 Sygnia Skeleton Balanced 70 Fund ♦ Ret: A ♦ Inst: C, R
PSG Balanced Fund ♦ Ret: A, E ♦ Inst: D, F Synergy Ci Growth Fund ♦ Ret: A ♦ Inst: B
PSG Investment Management Growth Fund of Funds ♦ Ret: D ♦ Inst: - Trésor SCI Balanced Fund ♦ Ret: B1 ♦ Inst: -
PSG Wealth Moderate Fund of Funds ♦ Ret: A, D, E ♦ Inst: B, C TRG Balanced Prescient Fund of Funds ♦ Ret: A1 ♦ Inst: B3
PWM Balanced Prescient Fund of Funds ♦ Ret: A1 ♦ Inst: B3 Vertu Ci Moderate Aggressive Fund ♦ Ret: A ♦ Inst: B
PWS BCI Moderate Fund of Funds ♦ Ret: A ♦ Inst: - Visio BCI Balanced Fund ♦ Ret: A ♦ Inst: B, D
Pyxis BCI Balanced Fund ♦ Ret: A ♦ Inst: - Wealth Associates BCI Balanced Fund of Funds ♦ Ret: A ♦ Inst: -
Quantum BCI Managed Fund ♦ Ret: C ♦ Inst: B Wealth Creators BCI Balanced Fund of Funds ♦ Ret: A ♦ Inst: -
Rebalance SCI Balanced Fund of Funds ♦ Ret: A ♦ Inst: - Wealthpoint BCI Balanced Fund ♦ Ret: A ♦ Inst: -
Red Oak BCI Balanced Fund ♦ Ret: A ♦ Inst: - WealthStrat Growth Prescient Fund of Funds ♦ Ret: - ♦ Inst: B, C
Rezco Managed Plus Fund ♦ Ret: A ♦ Inst: C, C1, I, Z Wealthworks Prime Managed Fund of Funds ♦ Ret: A ♦ Inst: B
Rezco Value Trend Fund ♦ Ret: A ♦ Inst: B, C, C1, I, Z Weaver BCI Balanced Fund of Funds ♦ Ret: A ♦ Inst: -
Riscura High Equity Prescient Fund of Funds ♦ Ret: - ♦ Inst: B1, H WellsFaber SCI Balanced Fund of Funds ♦ Ret: A ♦ Inst: -
Riscura Low Equity Prescient Fund of Funds ♦ Ret: - ♦ Inst: H Woodland Ci Balanced Fund ♦ Ret: A ♦ Inst: B
Rowan Capital BCI Balanced Fund of Funds ♦ Ret: A ♦ Inst: - South African–Multi Asset–Income
Roxburgh Ci Balanced Plus Fund of Funds ♦ 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 Fund of Funds ♦ Ret: A ♦ Inst: C 27four Diversified Income Fund ♦ Ret: A1 ♦ Inst: A7, B3, B5
SA Asset Management BCI Balanced Fund of Funds ♦ 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 SCI Balanced Fund ♦ Ret: A, M1, R ♦ Inst: A1, B, B1, ABAX Diversified Income Prescient Fund ♦ Ret: - ♦ Inst: A, B1, B3
B10, B11, B3, B4, B7, B8, M2, M3, M4 ABSA SCI Multi Managed Income Fund ♦ Ret: C ♦ Inst: A, B, D, E, F, G
Sanlam Multi Manager SCI Aggressive Fund of Funds ♦ Ret: A1 ♦ Inst: B1, B9 AF Investments Enhanced Income Fund ♦ Ret: A ♦ Inst: B, D, L, Z
Sanlam Multi Manager SCI Balanced Fund of Funds ♦ Ret: A2 ♦ Inst: A, A3, B, B2, B3 AF Investments Inflation Linked Bond Fund ♦ Ret: A ♦ Inst: B
Sanlam Multi Manager SCI Dynamic Balanced Fund ♦ Ret: - ♦ Inst: B1, B2 All Weather BCI Flexible Income Fund ♦ Ret: A ♦ Inst: B, C, D
Sanlam Multi Manager SCI Institutional Balanced Fund One ♦ Ret: - ♦ Inst: B1, B2 Allan Gray Income Fund ♦ Ret: A ♦ Inst: C, X
Sanlam Multi Manager SCI Living Planet Fund ♦ Ret: - ♦ Inst: B1, B2, B3 Aluwani BCI Flexible Income Fund ♦ Ret: A ♦ Inst: B
Sanlam Multi Manager SCI Moderate Aggressive Fund of Funds ♦ Ret: A1 ♦ Inst: A2, B1, B9 Amity BCI Diversified Income Fund ♦ Ret: A ♦ Inst: -
Sanlam Multi Manager SCI Moderate Fund of Funds ♦ Ret: A1 ♦ Inst: B1, B9 Ampersand BCI Income Fund ♦ Ret: A ♦ Inst: B
Sanlam Private Wealth SCI Balanced Fund ♦ Ret: blnk, A ♦ Inst: B1, B5 Amplify SCI Strategic Income Fund ♦ Ret: A1 ♦ Inst: B1, B3, B6, B7, B8, B9
Sasfin BCI Horizon Multi Managed Diversified Growth Fund ♦ Ret: A, A1 ♦ Inst: D Anchor BCI Flexible Income Fund ♦ Ret: A ♦ Inst: B, C, D, E
Sasfin BCI Prudential Fund ♦ Ret: A1 ♦ Inst: B, C Argon BCI Flexible Income Fund ♦ Ret: A ♦ Inst: -
Satrix Balanced Index Fund ♦ Ret: A1, A2 ♦ Inst: A3, B1, B2, C Ashburton Diversified Income Fund ♦ Ret: B ♦ Inst: B1, L
Seed Balanced Prescient Fund ♦ Ret: A1 ♦ Inst: A2, B1, B3 ATON BCI Income Fund ♦ Ret: A ♦ Inst: -
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 Fund of Funds ♦ Ret: A, C, D ♦ Inst: I Bartizan BCI Diversified Income Fund ♦ Ret: A ♦ Inst: Z
Sentio SCI Balanced Fund ♦ Ret: B3 ♦ Inst: B1, B4 BCI Best Blend Flexible Income Fund ♦ Ret: C ♦ Inst: B, D, E, F
Sentio SCI HIKMA Shariah Balanced Fund ♦ Ret: A1, A2 ♦ Inst: A3, B1, B2 Brenthurst BCI Income Fund of Funds ♦ Ret: A ♦ Inst: -
Sequoia BCI Managed Growth Fund of Funds ♦ Ret: A ♦ Inst: -
352 Profile’s Unit Trusts & Collective Investments September 2025

