Page 357 - 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
Nedgroup Investments Core Guarded Fund ♦ Ret: B ♦ Inst: B2, C, C1, C2, C3 Signature BCI Stable Fund of Funds ♦ Ret: A ♦ Inst: -
Nedgroup Investments Select Defensive Fund of Funds ♦ Ret: - ♦ Inst: A, A1, A2, C, S SIM SCI Managed Cautious Fund of Funds ♦ Ret: A1 ♦ Inst: A2, B1, B4, B5, B6
Nedgroup Investments Stable Fund ♦ Ret: A, A1, C ♦ Inst: A2 SIM SCI Managed Conservative Fund of Funds ♦ Ret: A1 ♦ Inst: A2, B1, B3, B4, B5, B6
Nedgroup Investments XS Guarded Fund of Funds ♦ Ret: - ♦ Inst: A, B, B1, C Southern Charter BCI Defensive Fund of Funds ♦ Ret: A ♦ Inst: -
New Road BCI Stable Fund of Funds ♦ Ret: A ♦ Inst: Z Standard STANLIB Stable Fund of Funds ♦ Ret: B1 ♦ Inst: B2
NFB Ci Defensive Fund of Funds ♦ Ret: A ♦ Inst: - STANLIB Multi-Asset Cautious Fund ♦ Ret: B1 ♦ Inst: B2, B4, C3
NFB Ci Stable Fund ♦ Ret: A ♦ Inst: C1 STANLIB Multi-Manager Defensive Balanced Fund ♦ Ret: B1 ♦ Inst: B2, B3
Ninety One Cautious Managed Fund ♦ Ret: A, H ♦ Inst: B, C, D, I, Z Star BCI Stable Fund ♦ Ret: A ♦ Inst: -
Noble PP BCI Strategic Income Fund of Funds ♦ Ret: A ♦ Inst: A1, A2, B1 Starfunds.ai BCI Stable Fund of Funds ♦ Ret: A ♦ Inst: -
Oasis Balanced Stable Fund of Funds ♦ Ret: D ♦ Inst: A, B, C, F Steer Stable FR Fund ♦ Ret: 1 ♦ Inst: -
Oasis Crescent Balanced Stable Fund of Funds ♦ Ret: D ♦ Inst: B, C, E, F Sygnia CPI + 2% Fund ♦ Ret: A, B, D ♦ Inst: C, E
Octagon SCI Cautious Fund of Funds ♦ Ret: B1 ♦ Inst: C1 Sygnia Skeleton Balanced 40 Fund ♦ Ret: A ♦ Inst: R
Old Mutual Capital Builder Fund ♦ Ret: A ♦ Inst: A5, B1 Sygnia Skeleton Balanced Absolute Fund ♦ Ret: A ♦ Inst: B, C, R
Old Mutual Core Conservative Fund ♦ Ret: A ♦ Inst: A5, B1 Synergy Ci Conservative Fund ♦ Ret: A ♦ Inst: B
Old Mutual Multi-Managers Cautious Fund of Funds ♦ Ret: A ♦ Inst: A5, B4 Trésor SCI Stable Fund ♦ Ret: B1 ♦ Inst: -
Old Mutual Stable Growth Fund ♦ Ret: A ♦ Inst: A5, B1, I1 TRG Stable Prescient Fund of Funds ♦ Ret: A1 ♦ Inst: B3
Optimum BCI Stable Fund ♦ Ret: C ♦ Inst: A Wealth Associates BCI Cautious Fund of Funds ♦ Ret: A ♦ Inst: -
Opulence BCI Cautious Fund of Funds ♦ Ret: A ♦ Inst: - Wealth Creators BCI Cautious Fund of Funds ♦ Ret: A ♦ Inst: -
Oyster Catcher RealFin Stable Fund ♦ Ret: A ♦ Inst: D, E WealthStrat Cautious Prescient Fund of Funds ♦ Ret: - ♦ Inst: B, C
Palmyra BCI Stable Fund ♦ Ret: A ♦ Inst: B, D, E, F Wealthworks Prime Cautious Fund of Funds ♦ Ret: A ♦ Inst: B
PBi BCI Conservative Fund of Funds ♦ Ret: A ♦ Inst: - Weaver BCI Stable Fund of Funds ♦ Ret: A ♦ Inst: -
Personal Trust Conservative Managed Fund ♦ Ret: A ♦ Inst: - WellsFaber SCI Stable Fund of Funds ♦ Ret: A ♦ Inst: -
PFPS Ci Cautious Fund of Funds ♦ Ret: A ♦ Inst: B South African–Multi Asset–Medium Equity
Platinum BCI Income Provider Fund of Funds ♦ Ret: A ♦ Inst: - 10X Moderate Fund ♦ Ret: A, P, T ♦ Inst: B, C, E
Plexus Wealth BCI Conservative Fund ♦ Ret: A ♦ Inst: C 27four Balanced Fund of Funds ♦ Ret: A1 ♦ Inst: A2, A3, A4, A5, A6, A7, B5, B6
PMK Stable Prescient Fund of Funds ♦ Ret: A1, A3 ♦ Inst: B2 27four SA Multi-Factor Equity AMETF ♦ Ret: blnk ♦ Inst: -
PortfolioMetrix BCI Cautious Fund of Funds ♦ Ret: A ♦ Inst: B, D Absa SCI Accumulation Fund of Funds ♦ Ret: A ♦ Inst: B, C, D, E
PPS Conservative Fund of Funds ♦ Ret: A2 ♦ Inst: A, A3, B, B2 Absa SCI Multi Managed Core Accumulation Fund ♦ Ret: C ♦ Inst: B
PPS Defensive Fund ♦ Ret: A2 ♦ Inst: A, A3, B, B2 ABSA SCI Multi Managed Passive Accumulation Fund ♦ Ret: A, B ♦ Inst: C, E
PPS Institutional Multi Asset Low Equity Fund ♦ Ret: - ♦ Inst: A2, B, B2 ADB BCI Balanced Fund of Funds ♦ Ret: A ♦ Inst: A1
Prescient Defensive Fund ♦ Ret: A1, A2 ♦ Inst: B3 Adviceworx Old Mutual Inflation plus 3-4% Fund of Funds ♦ Ret: B1 ♦ Inst: -
Prime Balanced Income Fund of Funds ♦ Ret: - ♦ Inst: B, B1, B2, C Aeon Balanced Prescient Fund ♦ Ret: A1 ♦ Inst: A2, B3
Prime Cabernet Stable Fund of Funds ♦ Ret: A ♦ Inst: A1, B, B1, C, R, R1, R2 Affinity Ci Moderate Fund ♦ Ret: A ♦ Inst: B, I
Prime Classic Port Conservative Fund of Funds ♦ Ret: - ♦ Inst: A, A1, B, B1, C, R, R1, R2 Amity BCI Prudent Fund of Funds ♦ Ret: A ♦ Inst: -
PrivateClient BCI Low Equity Fund ♦ Ret: B ♦ Inst: - Ampersand BCI Moderate Fund of Funds ♦ Ret: A1 ♦ Inst: A, B
PSG Investment Management Cautious Fund of Funds ♦ Ret: D ♦ Inst: - Amplify SCI Absolute Fund ♦ Ret: A1 ♦ Inst: B1, B3
PSG Stable Fund ♦ Ret: A, E ♦ Inst: D, F Amplify SCI SA Absolute Fund ♦ Ret: B1 ♦ Inst: C1
PSG Wealth Preserver Fund of Funds ♦ Ret: A, B, C, D, E ♦ Inst: - Analytics Ci Moderate Fund of Funds ♦ Ret: A ♦ Inst: A1, M
PWS BCI Cautious Fund of Funds ♦ Ret: A ♦ Inst: - Anchor BCI Diversified Moderate Fund ♦ Ret: A ♦ Inst: B
Quantum BCI Capital Plus Fund of Funds ♦ Ret: A ♦ Inst: B, C APS Ci Moderate Fund ♦ Ret: A1 ♦ Inst: -
Rebalance SCI Cautious Fund of Funds ♦ Ret: A ♦ Inst: - AS Forum BCI Moderate Fund of Funds ♦ Ret: A ♦ Inst: -
Rezco Stable Fund ♦ Ret: C ♦ Inst: C1, Z Assetbase CPI + 4% Prescient Fund of Funds ♦ Ret: A1 ♦ Inst: -
Roxburgh Ci Conservative Fund of Funds ♦ Ret: A ♦ Inst: B AssetMix Ci Moderate Fund ♦ Ret: A ♦ Inst: B
RSA BCI Cautious Fund ♦ Ret: C ♦ Inst: A, D ATON BCI Moderate Fund of Funds ♦ Ret: A ♦ Inst: -
S BRO BCI Defensive Fund of Funds ♦ Ret: A ♦ Inst: B, C Balondolozi BCI Absolute Return Fund ♦ Ret: - ♦ Inst: B
SA Asset Management BCI Cautious Fund ♦ Ret: A ♦ Inst: - Baroque BCI Moderato Fund of Funds ♦ Ret: A ♦ Inst: B
Sage BCI Protection Solution FoF ♦ Ret: A2 ♦ Inst: B1, B2, B4, B9 BCI Multikor Moderate Fund of Funds ♦ Ret: - ♦ Inst: A
Sanlam Investment Management SCI Inflation Beater Fund ♦ Ret: A ♦ Inst: B, C, C1, Z Boutique Prime Balanced Fund ♦ Ret: A ♦ Inst: -
Sanlam Investment Management SCI Inflation Plus Fund ♦ Ret: A, M1 ♦ Inst: B1, B10, Caleo BCI Moderate Fund of Funds ♦ Ret: A, C ♦ Inst: -
B2, B3, B4, B6, B7, M2, M3, M4 Camissa Protector Fund ♦ Ret: A ♦ Inst: B1, B2
Sanlam Multi Manager SCI Cautious Fund of Funds ♦ Ret: A1 ♦ Inst: A2, B1, B9 Celerity Ci Moderate Fund ♦ Ret: A, B ♦ Inst: -
Sanlam Multi Manager SCI Conservative Fund of Funds ♦ Ret: A1 ♦ Inst: A2, B1, B9 Chrome Ci Defensive Fund ♦ Ret: A ♦ Inst: B, G
Sanlam Multi Manager SCI Defensive Fund of Funds ♦ Ret: A2 ♦ Inst: A, B2, B3 Chrome Ci Moderate Fund ♦ Ret: A ♦ Inst: B, G
Sasfin BCI Horizon Multi Managed Preservation Fund ♦ Ret: A, A1 ♦ Inst: D Cinnabar SCI Balanced Fund of Funds ♦ Ret: A ♦ Inst: B
Sasfin BCI Stable Fund ♦ Ret: A ♦ Inst: B, C Cogence Discovery Moderate Dynamic Asset Optimiser FoF ♦ Ret: A ♦ Inst: Z
Satrix Low Equity Balanced Index Fund ♦ Ret: A1, A2, A3 ♦ Inst: B1, B2, C Cogence Moderate Prescient Fund of Funds ♦ Ret: A ♦ Inst: -
Seed Stable Prescient Fund ♦ Ret: A1 ♦ Inst: A2, B1, B3 CoreSolutions OUTstable Index Fund ♦ Ret: O ♦ Inst: -
Select BCI Enhanced Core Cautious Fund ♦ Ret: A ♦ Inst: - Destiny BCI Prudential Fund of Funds ♦ Ret: A ♦ Inst: B
Select Manager BCI Cautious Fund of Funds ♦ Ret: A ♦ Inst: B, C, D, I Deton Prime Balanced Fund of Funds ♦ Ret: S, Z ♦ Inst: B, J1, R, S1, Z1
Sequoia BCI Stable Fund of Funds ♦ Ret: A ♦ Inst: -

Profile’s Unit Trusts & Collective Investments September 2025 355