Page 324 - Profile's Unit Trusts & Collective Investments - March 2026
P. 324
Registered funds as at 28 February 2026
FUND NAME RETAIL CLASS INSTITUTIONAL CLASS FUND NAME RETAIL CLASS INSTITUTIONAL CLASS
Adviceworx Old Mutual Inflation plus 5-7% Fund of Funds Ret: B1 Inst: - GTC Wealth Accumulator Fund of Funds Ret: - Inst: A, A1, B
Adviceworx Old Mutual Inflation plus 5-7% Fund of Funds Ret: B1 Inst: - GTC Wealth Accumulator Fund of Funds Ret: - Inst: A, A1, B
AG Capital BCI Omega Quant Flexible Fund Ret: A Inst: - GTC Wealth Preserver Plus Fund Ret: - Inst: C, D
AG Capital BCI Omega Quant Flexible Fund Ret: A Inst: - GTC Wealth Preserver Plus Fund Ret: - Inst: C, D
AG Capital BCI Value Flexible Fund Ret: A Inst: - Investec BCI Progressive Yield Fund Ret: A Inst: B, D, H
AG Capital BCI Value Flexible Fund Ret: A Inst: - Investec BCI Progressive Yield Fund Ret: A Inst: B, D, H
Amplify SCI Flexible Equity Fund Ret: B4 Inst: B1, B6, B7 JBL SCI Flexible Fund of Funds Ret: B1 Inst: -
Amplify SCI Flexible Equity Fund Ret: B4 Inst: B1, B6, B7 JBL SCI Flexible Fund of Funds Ret: B1 Inst: -
Amplify SCI SA Flexible Equity Fund Ret: - Inst: B1, B3, C1 Korner BCI Flexible Fund Ret: A Inst: -
Amplify SCI SA Flexible Equity Fund Ret: - Inst: B1, B3, C1 Korner BCI Flexible Fund Ret: A Inst: -
Autus Prime Opportunity Fund Ret: A Inst: B Laurium Flexible Prescient Fund Ret: A1 Inst: A2, B3, B4, B5, C1
Autus Prime Opportunity Fund Ret: A Inst: B Laurium Flexible Prescient Fund Ret: A1 Inst: A2, B3, B4, B5, C1
Baobab SCI Flexible Fund Ret: B1 Inst: - Laurium SA Flexible Prescient Fund Ret: A2 Inst: C1
Baobab SCI Flexible Fund Ret: B1 Inst: - Laurium SA Flexible Prescient Fund Ret: A2 Inst: C1
Bateleur Flexible Prescient Fund Ret: A1 Inst: A2, B1, B2, B3, B4 Marriott Essential Income Fund Ret: C, D Inst: -
Bateleur Flexible Prescient Fund Ret: A1 Inst: A2, B1, B2, B3, B4 Marriott Essential Income Fund Ret: C, D Inst: -
Bateleur SA Flexible Prescient Fund Ret: B1 Inst: B5 Marriott Property Equity Fund Ret: C, R Inst: -
Bateleur SA Flexible Prescient Fund Ret: B1 Inst: B5 Marriott Property Equity Fund Ret: C, R Inst: -
BCI Diversified Real Growth Fund of Funds Ret: A Inst: - Methodical BCI Equity Preserver Fund Ret: B1 Inst: -
BCI Diversified Real Growth Fund of Funds Ret: A Inst: - Methodical BCI Equity Preserver Fund Ret: B1 Inst: -
BCI SA Flexible Fund Ret: A Inst: - Momentum Consult Growth Fund of Funds Ret: C Inst: -
BCI SA Flexible Fund Ret: A Inst: - Momentum Consult Growth Fund of Funds Ret: C Inst: -
BlueAlpha BCI All Seasons Fund Ret: A Inst: B, S Momentum Real Return Fund Ret: - Inst: A, B1, F2
BlueAlpha BCI All Seasons Fund Ret: A Inst: B, S Momentum Real Return Fund Ret: - Inst: A, B1, F2
Cedar Lane BCI Flexible Fund Ret: C Inst: A1, D Nedgroup Investments Private Wealth Diversified Growth Fund Ret: - Inst: A, A1, A2
Cedar Lane BCI Flexible Fund Ret: C Inst: A1, D Nedgroup Investments Private Wealth Diversified Growth Fund Ret: - Inst: A, A1, A2
Celerity Ci Growth Fund Ret: A, B Inst: - Nedgroup Investments Select Equity Fund of Funds Ret: - Inst: A, B2, C, C1, S
Celerity Ci Growth Fund Ret: A, B Inst: - Nedgroup Investments Select Equity Fund of Funds Ret: - Inst: A, B2, C, C1, S
Centaur BCI Flexible Fund Ret: A Inst: A1, C Nedgroup Investments XS Accelerated Fund of Funds Ret: - Inst: A, B, C
Centaur BCI Flexible Fund Ret: A Inst: A1, C Nedgroup Investments XS Accelerated Fund of Funds Ret: - Inst: A, B, C
Chiron Realfin Multi Asset Flexible Fund Ret: A Inst: - Noble PP BCI Flexible Fund Ret: A, A1 Inst: A2, B1, T
Chiron Realfin Multi Asset Flexible Fund Ret: A Inst: - Noble PP BCI Flexible Fund Ret: A, A1 Inst: A2, B1, T
Cinnabar SCI Flexible Fund of Funds Ret: A Inst: B Oasis Crescent Income Fund Ret: A Inst: B, C, F
Cinnabar SCI Flexible Fund of Funds Ret: A Inst: B Oasis Crescent Income Fund Ret: A Inst: B, C, F
Citadel SA Managed Volatility Equity H4 Fund Ret: B1 Inst: B2 Old Mutual Flexible Fund Ret: A, R Inst: A5, B1
Citadel SA Managed Volatility Equity H4 Fund Ret: B1 Inst: B2 Old Mutual Flexible Fund Ret: A, R Inst: A5, B1
ClucasGray Future Titans Prescient Fund Ret: A1 Inst: A2, A3, B, B1 Oyster Catcher RealFin Flexible Fund Ret: A Inst: C, E, L
ClucasGray Future Titans Prescient Fund Ret: A1 Inst: A2, A3, B, B1 Oyster Catcher RealFin Flexible Fund Ret: A Inst: C, E, L
Cohesive Capital Flexible Prescient Fund Ret: A1 Inst: B1, B3 Prescient Optimised Income Fund Ret: B1 Inst: B2
Cohesive Capital Flexible Prescient Fund Ret: A1 Inst: B1, B3 Prescient Optimised Income Fund Ret: B1 Inst: B2
CS BCI Flexible Fund of Funds Ret: B Inst: C Prime Champagne Flexible Fund of Funds Ret: - Inst: A, A1, C, R, R1, R2
CS BCI Flexible Fund of Funds Ret: B Inst: C Prime Champagne Flexible Fund of Funds Ret: - Inst: A, A1, C, R, R1, R2
Destiny BCI Multi Asset Fund of Funds Ret: A Inst: B PSG Flexible Fund Ret: A, E Inst: M
Destiny BCI Multi Asset Fund of Funds Ret: A Inst: B PSG Flexible Fund Ret: A, E Inst: M
Flagship BCI Flexible Value Fund Ret: A1 Inst: A2, B3 Saffron BCI Flexible Fund Ret: A Inst: B
Flagship BCI Flexible Value Fund Ret: A1 Inst: A2, B3 Saffron BCI Flexible Fund Ret: A Inst: B
Foord Absolute Return Fund Ret: - Inst: B, R Salvo BCI Dynamic Flexible Fund Ret: A1 Inst: -
Foord Absolute Return Fund Ret: - Inst: B, R Salvo BCI Dynamic Flexible Fund Ret: A1 Inst: -
Fussell Ci High Growth Fund Ret: A Inst: B Sanlam Multi Manager SCI Flexible Equity Fund Ret: - Inst: B3, B4
Fussell Ci High Growth Fund Ret: A Inst: B Sanlam Multi Manager SCI Flexible Equity Fund Ret: - Inst: B3, B4
Glacier AI Flexible Fund of Funds Ret: B Inst: - Sanlam Multi Manager SCI Institutional Flexible Fund Ret: - Inst: B1, B8
Glacier AI Flexible Fund of Funds Ret: B Inst: - Sanlam Multi Manager SCI Institutional Flexible Fund Ret: - Inst: B1, B8
Granate BCI Flexible Fund Ret: B Inst: A, C, I, T SIS Inflation Matching Fund of Funds Ret: - Inst: A
Granate BCI Flexible Fund Ret: B Inst: A, C, I, T SIS Inflation Matching Fund of Funds Ret: - Inst: A
Gryphon Flexible Fund Ret: B Inst: - Skyblue BCI Flexible Fund Ret: A Inst: -
Gryphon Flexible Fund Ret: B Inst: - Skyblue BCI Flexible Fund Ret: A Inst: -
GTC Flexible Fund Ret: A Inst: B, C, D, E SMM SCI Institutional Positive Return Fund Four Ret: - Inst: B3, B8
GTC Flexible Fund Ret: A Inst: B, C, D, E SMM SCI Institutional Positive Return Fund Four Ret: - Inst: B3, B8
GTC Inflation +3 Fund of Funds Ret: - Inst: A, A1, B, B1, B3, C SMM SCI Institutional Positive Return Fund Three Ret: - Inst: B10, B11, B3, B6
GTC Inflation +3 Fund of Funds Ret: - Inst: A, A1, B, B1, B3, C SMM SCI Institutional Positive Return Fund Three Ret: - Inst: B10, B11, B3, B6
322 Profile’s Unit Trusts & Collective Investments March 2026

