Page 356 - Profile's Unit Trusts & Collective Investments - September 2025
P. 356
Registered funds as at 31 July 2025
Fund name ♦ Retail class ♦ Institutional class Fund name ♦ Retail class ♦ Institutional class
Sequoia BCI Flexible Income Fund ♦ Ret: A ♦ Inst: B BCI Best Blend Cautious Fund ♦ Ret: C ♦ Inst: B1
SIM SCI Institutional Income Fund ♦ Ret: A1 ♦ Inst: A, A2 Bovest BCI Conservative Fund of Funds ♦ Ret: A ♦ Inst: -
Simplisiti BCI Income Plus Fund of Funds ♦ Ret: A ♦ Inst: - Camissa Stable Fund ♦ Ret: A ♦ Inst: B, B2
SIS Flexible Income Fund of Funds ♦ Ret: T ♦ Inst: T5 Capita BCI Cautious Fund ♦ Ret: A ♦ Inst: C, D
SMM SCI Inflation Linked Bond Fund ♦ Ret: - ♦ Inst: B2, B3, B4 Celerity Ci Conservative Fund ♦ Ret: A, B ♦ Inst: -
Southchester IP Optimum Income Fund ♦ Ret: A ♦ Inst: B, C, D, E, F, W Celtis BCI Conservative Fund of Funds ♦ Ret: A ♦ Inst: -
Standard STANLIB Flexible Income Fund of Funds ♦ Ret: - ♦ Inst: B1, B2, B3 Ci SA Cautious Fund ♦ Ret: - ♦ Inst: A
STANLIB Flexible Income Fund ♦ Ret: B1 ♦ Inst: B2, B6 Cinnabar SCI Stable Fund of Funds ♦ Ret: A ♦ Inst: B
STANLIB Multi-Manager Absolute Income Fund ♦ Ret: B1 ♦ Inst: B2, B3, B5 Citrine BCI Conservative Growth Fund of Funds ♦ Ret: A ♦ Inst: -
Stonehage Fleming Income Prescient Fund ♦ Ret: A1 ♦ Inst: B1, C1 Cogence Cautious Prescient Fund of Funds ♦ Ret: A ♦ Inst: -
STRATEGIQ BCI Income Fund of Funds ♦ Ret: A ♦ Inst: B Cogence Discovery Cautious Dynamic Asset Optimiser FoF ♦ Ret: A ♦ Inst: Z
Sygnia Enhanced Income Fund ♦ Ret: A ♦ Inst: C, R Constellation Protected Growth Prescient Fund ♦ Ret: A1 ♦ Inst: B1, B2, B3
Taquanta Active Income FR Fund ♦ Ret: R1, R3 ♦ Inst: I1, I2, I3, I5, I6, R2, R4, T1, T2, T3 CoreSolutions OUTcautious Index Fund ♦ Ret: O ♦ Inst: -
Thyme Wealth IP Multi Asset Income Fund ♦ Ret: A, B ♦ Inst: C Corion BCI Stable Fund ♦ Ret: A ♦ Inst: B, C
Trésor SCI Income Fund ♦ Ret: B1 ♦ Inst: B2 Coronation Balanced Defensive Fund ♦ Ret: A, P ♦ Inst: D
TRG Income Prescient Fund of Funds ♦ Ret: A1 ♦ Inst: B1, B3 Denker SCI Stable Fund ♦ Ret: A ♦ Inst: B1, B2
Truffle SCI Enhanced Income Fund ♦ Ret: A ♦ Inst: B1, B2 Deton Prime Stable Fund of Funds ♦ Ret: - ♦ Inst: B, J1, R, R1, S, S1, Z, Z1
Visio BCI Unconstrained Fixed Interest Fund ♦ Ret: B ♦ Inst: A, C, D, E Dinamika BCI Conservative Fund of Funds ♦ Ret: A, C ♦ Inst: -
Vunani BCI Bond Retention Fund ♦ Ret: A ♦ Inst: - Discovery Cautious Balanced Fund ♦ Ret: A ♦ Inst: Z
Vunani BCI Short Term Fixed Interest Retention Fund ♦ Ret: A ♦ Inst: - Dotport BCI Cautious Fund of Funds ♦ Ret: A ♦ Inst: -
Vunani IP Enhanced Income Fund ♦ Ret: A1 ♦ Inst: B1, B2, B6, B7 Dynasty Ci Wealth Preserver Fund ♦ Ret: A2 ♦ Inst: B2
Vunani IP Enhanced Income Retention Fund ♦ Ret: A1 ♦ Inst: B1, B2, B6, B7 Edge BCI Cautious Fund of Funds ♦ Ret: A ♦ Inst: -
Wealth Associates BCI Income Fund ♦ Ret: A ♦ Inst: B Edgestone Prime Preserver Fund ♦ Ret: - ♦ Inst: A1, B, B1, C
Wealth Creators BCI Income Fund ♦ Ret: A ♦ Inst: B Element SCI Real Income Fund ♦ Ret: A ♦ Inst: C
South African–Multi Asset–Low Equity Excalibur SCI Cautious Fund of Funds ♦ Ret: - ♦ Inst: B1
10X Defensive Fund ♦ Ret: A, P, T ♦ Inst: B, C, E Fairtree BCI Select Cautious Fund ♦ Ret: A ♦ Inst: B, C
1NVEST Low Equity Passive Balanced Fund of Funds ♦ Ret: A ♦ Inst: B, B1 FAL BCI Stable Fund of Funds ♦ Ret: A ♦ Inst: -
27four Stable Fund of Funds ♦ Ret: A1 ♦ Inst: A2, A3, A4, A5, A6, A7, A8, B5, B6, C FG SCI Venus Cautious Fund of Funds ♦ Ret: A ♦ Inst: C
2IP Cautious Prescient Fund ♦ Ret: A1, A2 ♦ Inst: B3 Fibonacci BCI Temperate Fund ♦ Ret: B1, C ♦ Inst: -
3B BCI Cautious Managed Fund ♦ Ret: A ♦ Inst: - Financial Fitness Stable IP Fund of Funds ♦ Ret: A ♦ Inst: -
3B BCI Stable Fund of Funds ♦ Ret: 3B1, 3B2 ♦ Inst: - FNB Stable Fund of Funds ♦ Ret: B1 ♦ Inst: -
4D BCI Cautious Fund of Funds ♦ Ret: A ♦ Inst: S1 FVV Ci Conservative Fund of Funds ♦ Ret: A ♦ Inst: B
ABAX Absolute Prescient Fund ♦ Ret: A ♦ Inst: A3, B1, B3, B4, B5 Ginsburg and Selby SCI Stable Fund of Funds ♦ Ret: - ♦ Inst: A2
ABAX SA Absolute Prescient Fund ♦ Ret: A1 ♦ Inst: B1, B2, B3, B5 Gradidge Mahura Ci Cautious Fund ♦ Ret: A ♦ Inst: B
Absa SCI Multi Managed Core Preserver Fund ♦ Ret: C ♦ Inst: B Graviton SCI Low Equity Fund ♦ Ret: A1 ♦ Inst: B1, B2
ABSA SCI Multi Managed Passive Preserver Fund ♦ Ret: A ♦ Inst: B, E GraySwan SCI Cautious Fund ♦ Ret: A, B ♦ Inst: -
ABSA SCI Preserver Fund of Fund ♦ Ret: A ♦ Inst: B, C, D, E GTC Inflation +1 Fund of Funds ♦ Ret: - ♦ Inst: A, B
Adviceworx Old Mutual Inflation plus 2-3% Fund of Funds ♦ Ret: B1 ♦ Inst: - H4 Stable Fund ♦ Ret: B1 ♦ Inst: B2
AF Investments Conservative Passive Fund ♦ Ret: A1 ♦ Inst: A, B, T Helfin Ci Cautious Fund ♦ Ret: A ♦ Inst: B
AF Investments Conserver Managed Fund ♦ Ret: A, D, L, T ♦ Inst: B Hollard BCI Conservative Growth Fund of Funds ♦ Ret: B ♦ Inst: C, E
Affinity Ci Cautious Fund ♦ Ret: A ♦ Inst: B, I Instit BCI Managed Fund ♦ Ret: A, C ♦ Inst: B
Allan Gray Optimal Fund ♦ Ret: A, C ♦ Inst: - Investhouse Ci Cautious Fund ♦ Ret: A ♦ Inst: B
Allan Gray Stable Fund ♦ Ret: A, C ♦ Inst: X IP Diversified Income Fund of Funds ♦ Ret: B2 ♦ Inst: -
Amity BCI Steady Growth Fund of Funds ♦ Ret: A ♦ Inst: - JBL SCI Cautious Fund of Funds ♦ Ret: - ♦ Inst: B1
Ampersand BCI Cautious Fund of Funds ♦ Ret: A1 ♦ Inst: A, B Kruger Prudential Prescient Fund ♦ Ret: A ♦ Inst: -
Amplify SCI Defensive Balanced Fund ♦ Ret: A1 ♦ Inst: B1, B2, B3, B5 Laurium Stable Prescient Fund ♦ Ret: A2 ♦ Inst: A3, A4, B3, B4
Amplify SCI SA Defensive Balanced Fund ♦ Ret: - ♦ Inst: B1 Lynx Prime Cautious Fund of Funds ♦ Ret: A, A1, A2 ♦ Inst: B1, B2, C, C2
Amplify SCI SA Wealth Protector Fund ♦ Ret: B1 ♦ Inst: 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 Mazi BCI Stable Fund ♦ Ret: A ♦ Inst: B
Analytics Ci Cautious Fund of Funds ♦ Ret: A ♦ Inst: A1 Merchant West SCI Cautious Fund ♦ Ret: A1 ♦ Inst: B
Anchor BCI Diversified Stable Fund ♦ Ret: A ♦ Inst: B Merchant West SCI Stable P&G® Fund ♦ Ret: A, A1 ♦ Inst: -
APS Ci Cautious Fund ♦ Ret: A1 ♦ Inst: - MI-PLAN IP Balanced Defensive Fund ♦ Ret: B5 ♦ Inst: B2
Argon BCI Absolute Return Fund ♦ Ret: A ♦ Inst: B, C, E Mianzo CPI + 3% 27four Fund ♦ Ret: A1 ♦ Inst: -
Ashburton Targeted Return Fund ♦ Ret: B4 ♦ Inst: B5, L, Z MitonOptimal IP Cautious Fund ♦ Ret: B2 ♦ Inst: -
Assetbase CPI + 2% Prescient Fund of Funds ♦ Ret: A1 ♦ Inst: - MM BCI Cautious Fund of Funds ♦ Ret: A ♦ Inst: -
AssetMix Ci Conservative Fund ♦ Ret: A ♦ Inst: B Momentum Focus 3 Fund of Funds ♦ Ret: A ♦ Inst: B1, B2, B3, B5, B7, E, I
ATON BCI Cautious Fund of Funds ♦ Ret: A ♦ Inst: - Momentum Target 3 Fund of Funds ♦ Ret: A ♦ Inst: B, B2, C, E
Aureus Nobilis BCI Cautious Fund ♦ Ret: A ♦ Inst: - Montrose BCI Cautious Fund of Funds ♦ 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
354 Profile’s Unit Trusts & Collective Investments September 2025

