Page 330 - Profile's Unit Trusts & Collective Investments - March 2026
P. 330
Registered funds as at 28 February 2026
FUND NAME RETAIL CLASS INSTITUTIONAL CLASS FUND NAME RETAIL CLASS INSTITUTIONAL CLASS
Anchor BCI Flexible Income Fund Ret: A Inst: B, C, D, E FG SCI Jupiter Income Fund of Funds Ret: A Inst: C
Ashburton Diversified Income Fund Ret: B Inst: B1, L Fibonacci BCI Income Fund Ret: A Inst: I
Ashburton Diversified Income Fund Ret: B Inst: B1, L Fibonacci BCI Income Fund Ret: A Inst: I
ATON BCI Income Fund Ret: A Inst: B Financial Fitness BCI Diversified Income Fund of Funds Ret: A Inst: -
ATON BCI Income Fund Ret: A Inst: B Financial Fitness BCI Diversified Income Fund of Funds Ret: A Inst: -
Autus Prime Income Plus Fund Ret: A Inst: B Fisher Dugmore Ci Diversified Income Fund Ret: A Inst: A1, B, I, S
Autus Prime Income Plus Fund Ret: A Inst: B Fisher Dugmore Ci Diversified Income Fund Ret: A Inst: A1, B, I, S
Balondolozi BCI Income Fund Ret: - Inst: B FNB Multi Manager Income Fund Ret: B1 Inst: L
Balondolozi BCI Income Fund Ret: - Inst: B FNB Multi Manager Income Fund Ret: B1 Inst: L
Bartizan BCI Diversified Income Fund Ret: A Inst: Z Foord Flex Income Fund Ret: A Inst: B, B2, B3, B4
Bartizan BCI Diversified Income Fund Ret: A Inst: Z Foord Flex Income Fund Ret: A Inst: B, B2, B3, B4
BCI Best Blend Flexible Income Fund Ret: C Inst: B, D, E, F Foord Inflation Linked Income Fund Ret: - Inst: B, B2
BCI Best Blend Flexible Income Fund Ret: C Inst: B, D, E, F Foord Inflation Linked Income Fund Ret: - Inst: B, B2
Brenthurst BCI Income Fund of Funds Ret: A Inst: - Foord Shariah Income Fund Ret: - Inst: B
Brenthurst BCI Income Fund of Funds Ret: A Inst: - Foord Shariah Income Fund Ret: - Inst: B
Cadiz BCI Absolute Yield Fund Ret: A Inst: B, B2, D, E, F Granate BCI Multi Income Fund Ret: B Inst: C, D, T
Cadiz BCI Absolute Yield Fund Ret: A Inst: B, B2, D, E, F Granate BCI Multi Income Fund Ret: B Inst: C, D, T
Caleo BCI Active Income Fund Ret: A Inst: B Graviton SCI Flexible Income Fund Ret: A1 Inst: B1, B2, B3
Caleo BCI Active Income Fund Ret: A Inst: B Graviton SCI Flexible Income Fund Ret: A1 Inst: B1, B2, B3
Camissa Islamic High Yield Fund Ret: A Inst: - GTC Fixed Income Fund Ret: - Inst: A, B, B3, C, C10, C3, C4, C5, C6, C7, C8, C9, D, E
Camissa Islamic High Yield Fund Ret: A Inst: - GTC Fixed Income Fund Ret: - Inst: A, B, B3, C, C10, C3, C4, C5, C6, C7, C8, C9, D, E
Ci Diversified Income Fund Ret: - Inst: A, B, G, M, S, W Harvard House BCI Flexible Income Fund Ret: A Inst: -
Ci Diversified Income Fund Ret: - Inst: A, B, G, M, S, W Harvard House BCI Flexible Income Fund Ret: A Inst: -
Cinnabar SCI Income Fund of Funds Ret: A Inst: B Helfin Ci Income Fund of Funds Ret: A Inst: B
Cinnabar SCI Income Fund of Funds Ret: A Inst: B Helfin Ci Income Fund of Funds Ret: A Inst: B
Citrine BCI Income Provider Fund Ret: A Inst: B Hollard BCI Dynamic Income Fund Ret: B Inst: C, D, E
Citrine BCI Income Provider Fund Ret: A Inst: B Hollard BCI Dynamic Income Fund Ret: B Inst: C, D, E
ClucasGray Flexible Income Prescient Fund Ret: A1 Inst: B1 ID Capital BCI Income Fund Ret: A1 Inst: B1
ClucasGray Flexible Income Prescient Fund Ret: A1 Inst: B1 ID Capital BCI Income Fund Ret: A1 Inst: B1
Cogence Fixed Interest Prescient Fund of Funds Ret: A Inst: - IFM Income Fund Ret: E Inst: Z
Cogence Fixed Interest Prescient Fund of Funds Ret: A Inst: - IFM Income Fund Ret: E Inst: Z
Cogence Income Prescient Fund of Funds Ret: A Inst: - Instit BCI Flexible Income Fund Ret: - Inst: A
Cogence Income Prescient Fund of Funds Ret: A Inst: - Instit BCI Flexible Income Fund Ret: - Inst: A
Corion BCI Income Fund Ret: A Inst: B, C, D Intellivest BCI Income Fund Ret: B Inst: -
Corion BCI Income Fund Ret: A Inst: B, C, D Intellivest BCI Income Fund Ret: B Inst: -
Coronation Active Income Plus Fund Ret: A Inst: D, P, Q, Q2 Interactive Income Prescient Fund Ret: A Inst: B, C, D
Coronation Active Income Plus Fund Ret: A Inst: D, P, Q, Q2 Interactive Income Prescient Fund Ret: A Inst: B, C, D
Coronation Strategic Income Fund Ret: A, P Inst: D, Q, Q2 Investec BCI Active Income Fund of Funds Ret: A Inst: B, C, D, H
Coronation Strategic Income Fund Ret: A, P Inst: D, Q, Q2 Investec BCI Active Income Fund of Funds Ret: A Inst: B, C, D, H
Curate Momentum Flexible Income Fund Ret: A Inst: B1, C, D, E, I Investec BCI Enhanced Income Fund Ret: A Inst: B, C
Curate Momentum Flexible Income Fund Ret: A Inst: B1, C, D, E, I Investec BCI Enhanced Income Fund Ret: A Inst: B, C
Curate Momentum Income Plus Fund Ret: A, B1 Inst: B, B2, B3, B4, B5, B6, C1, D, E, I Khumo SCI High Income Fund Ret: - Inst: B, C
Curate Momentum Income Plus Fund Ret: A, B1 Inst: B, B2, B3, B4, B5, B6, C1, D, E, I Khumo SCI High Income Fund Ret: - Inst: B, C
Custodian IM BCI Income Plus Fund Ret: A Inst: B, C Kruger Income Prescient Fund Ret: A, Z Inst: -
Custodian IM BCI Income Plus Fund Ret: A Inst: B, C Kruger Income Prescient Fund Ret: A, Z Inst: -
Delta 4 BCI Income Fund Ret: A Inst: B Laurium BCI Strategic Income Fund Ret: B Inst: C, D, E, F, S
Delta 4 BCI Income Fund Ret: A Inst: B Laurium BCI Strategic Income Fund Ret: B Inst: C, D, E, F, S
Discovery Diversified Income Fund Ret: A Inst: Z Lynx Prime Income Fund of Funds Ret: C Inst: -
Discovery Diversified Income Fund Ret: A Inst: Z Lynx Prime Income Fund of Funds Ret: C Inst: -
Edify BCI Income Fund Ret: - Inst: B M&G Enhanced Income Fund Ret: A, I Inst: B, D, E, T, X
Edify BCI Income Fund Ret: - Inst: B M&G Enhanced Income Fund Ret: A, I Inst: B, D, E, T, X
Engelberg BCI Income Fund of Funds Ret: A Inst: C Marriott Core Income Fund Ret: A, C Inst: B
Engelberg BCI Income Fund of Funds Ret: A Inst: C Marriott Core Income Fund Ret: A, C Inst: B
Excelsia Flexible Income 27four Fund Ret: A1, A2 Inst: A3 Marriott High Income Fund of Funds Ret: A, C, D Inst: HA
Excelsia Flexible Income 27four Fund Ret: A1, A2 Inst: A3 Marriott High Income Fund of Funds Ret: A, C, D Inst: HA
Fairtree BCI Income Plus Fund Ret: A Inst: B, C, D, E, F, G, H, I, J, K, T Marriott Income Fund Ret: R Inst: -
Fairtree BCI Income Plus Fund Ret: A Inst: B, C, D, E, F, G, H, I, J, K, T Marriott Income Fund Ret: R Inst: -
Fedgroup Income Plus Fund Ret: - Inst: A, C, C1, D Matrix SCI Enhanced Income Fund Ret: B1 Inst: C1, Z1
Fedgroup Income Plus Fund Ret: - Inst: A, C, C1, D Matrix SCI Enhanced Income Fund Ret: B1 Inst: C1, Z1
FG SCI Jupiter Income Fund of Funds Ret: A Inst: C Merchant West SCI Enhanced Income Fund Ret: A1 Inst: B, D
328 Profile’s Unit Trusts & Collective Investments March 2026

