Page 352 - Profile's Unit Trusts and Collective Investments 2021 issue 2
P. 352
Registered Funds as at 20 August 2021
Fund name Retail Class Institutional Class Fund name Retail Class Institutional Class
Standard STANLIB GoalDefender FoF Ret: - Inst: B1, B2, B3 Capita BCI Cautious Fund Ret: A Inst: C
STANLIB Flexible Income ABIL Retention Fund Ret: - Inst: A Celerity Ci Conservative Fund Ret: A, B Inst: -
STANLIB Flexible Income Fund Ret: B1 Inst: B2, B6 Celtis BCI Conservative FoF Ret: A Inst: -
STANLIB Multi-Manager Absolute Income ABIL Retention Fund Ret: - Inst: A Ci Cautious Fund Ret: - Inst: A, B
STANLIB Multi-Manager Absolute Income Fund Ret: B1 Inst: B2, B3 Cinnabar SCI Stable FoF Ret: A Inst: -
Sygnia Enhanced Income Fund Ret: A Inst: C, R Constellation Protected Growth Prescient Fund Ret: A1 Inst: B1, B2, B3
Tantalum BCI Strategic Income Fund Ret: A Inst: S CoreShares OUTcautious Index Fund Ret: O Inst: -
Thyme Wealth IP Multi Asset Income Fund Ret: A, B Inst: - CoreShares Stable Income Fund Ret: A Inst: C
Trésor Sanlam Collective Investments Income Fund Ret: B1 Inst: B2 Corion PrimeStableFund Ret: A Inst: B
TRG Income Prescient FoF Ret: A1 Inst: B1 Coronation Balanced Defensive Fund Ret: A, P Inst: D, Z
Visio BCI Unconstrained Fixed Interest Fund Ret: B Inst: A, C, D Counterpoint SCI Cautious Fund Ret: A1 Inst: B, C
Wealth Associates BCI Income Fund Ret: A Inst: B Counterpoint SCI Stable P&G® Fund Ret: A, A1, D Inst: -
South African — Multi Asset — Low Equity Denker Sanlam Collective Investments SA Stable Fund Ret: A Inst: B1, B2
10X Low Equity Index Fund Ret: A, P, T Inst: B, C, E Deton Prime Stable FoF Ret: - Inst: A1,B,J1, R, R1,S1, Z, Z1
1NVEST Low Equity Passive Balanced FoF Ret: A Inst: B1 Dinamika BCI Conservative FoF Ret: A Inst: -
27four Stable FoF Ret: A1 Inst: A2, A3, A4, A5, A6, A7, A8, B3, C, C1 Discovery Cautious Balanced Fund Ret: A Inst: B, Z
4D BCI Cautious FoF Ret: A Inst: S1 Discovery Conservative Dynamic Asset Optimiser FoF Ret: A Inst: Z
ABAX Absolute Prescient Fund Ret: - Inst: A, B1, B3, B4, B5 Dotport BCI Cautious FoF Ret: A Inst: -
ABAX SA Absolute Prescient Fund Ret: A1 Inst: B1, B2, B3 Dynasty Ci Wealth Preserver Fund Ret: A2 Inst: B2
Absa Absolute Fund Ret: A Inst: B, C, C1 Edge BCI Cautious FoF Ret: A Inst: -
Absa Inflation Beater Fund Ret: A Inst: B, C, C1 Element Real Income ABIL Retention Fund Ret: - Inst: A
Absa Multi Managed Core Preserver Fund Ret: C Inst: B Element Real Income Sanlam Collective Investments Fund Ret: A Inst: B, C
Absa Multi Managed Passive Preserver Fund Ret: A Inst: B, E Excalibur Sanlam Collective Investments Cautious FoF Ret: - Inst: B1
Absa Multi Managed Preserver FoF Ret: A Inst: B, C, D, E FAL BCI Stable FoF Ret: A Inst: -
Absa Smart Alpha Defensive Fund Ret: A Inst: D Fedgroup Conservative FoF Ret: - Inst: A, B, C1
Adviceworx Old Mutual Inflation plus 2-3% FoF Ret: B1 Inst: - FG IP Venus Cautious FoF Ret: A Inst: A1,B,B1
AF Investments Conservative Passive Fund Ret: A1 Inst: A, B, T Financial Fitness IP Stable FoF Ret: A Inst: -
AF Investments Stable FoF Ret: A Inst: B, D FNB Stable FoF Ret: B1 Inst: -
Affinity Ci Cautious Fund Ret: A Inst: B Ginsburg & Selby SCI Stable FoF Ret: A1 Inst: A2
Allan Gray Optimal Fund Ret: A, C Inst: - Gradidge Mahura Ci Cautious Fund Ret: A Inst: B
Allan Gray Stable Fund Ret: A, C Inst: X Graviton SCI Low Equity Fund Ret: A1 Inst: A2,B1, B2,B3
Amity BCI Steady Growth Fund Ret: A Inst: - GraySwan SCI Cautious FoF Ret: A Inst: B
Ampersand Sanlam Collective Investments CPI Plus 2 FoF Ret: A Inst: B1, B2, B3, B4 GTC Wealth Protector FoF Ret: - Inst: A, B
Amplify SCI Defensive Balanced Fund Ret: A1 Inst: B1, B2, B3 H4 Stable Fund Ret: B1 Inst: -
Amplify SCI Wealth Protector Fund Ret: B5 Inst: B1, B3, B6 Hollard Prime Strategic Defensive FoF Ret: B Inst: C, E
Analytics Ci Cautious FoF Ret: A Inst: A1,B,M Instit BCI Managed Fund Ret: A Inst: B
Anchor BCI Diversified Stable Fund Ret: A Inst: B Investhouse Ci Cautious Fund Ret: A Inst: B
APSCiCautious Fund Ret: A1 Inst: B1, G IP Diversified Income FoF Ret: A, B2 Inst: -
Argon BCI Absolute Return Fund Ret: A Inst: B, C Kagiso Stable Fund Ret: A Inst: B
AS Forum BCI Cautious FoF Ret: A Inst: - Kruger Ci Prudential Fund Ret: A Inst: G
Ashburton Targeted Return Fund Ret: B4 Inst: A1, B5, L, Z Laurium Stable Prescient Fund Ret: A1 Inst: A2, A3, B3
Assetbase CPI + 2% Prescient FoF Ret: A1 Inst: - Lynx Prime Cautious FoF Ret: A, A1, A2 Inst: B1,B2, B9,C,C2
AssetMix Ci Conservative Fund Ret: A Inst: B Methodical BCI Stable Fund Ret: A Inst: -
Aureus Nobilis BCI Cautious Fund Ret: A Inst: - MFS Sanlam Collective Investments Cautious FoF Ret: B1 Inst: -
Autus Prime Cautious Fund Ret: A Inst: - MI-PLAN IP Inflation Plus 3 Fund Ret: B5 Inst: A1, B2, B4
Autus Prime Stable Fund Ret: A Inst: - Mianzo CPI + 3% 27four Fund Ret: A1 Inst: -
BCI Best Blend Cautious Fund Ret: C Inst: B1 Momentum Defensive Growth Fund Ret: A Inst: B, B1,C,D,E
BCI Stable FoF Ret: 3B1 Inst: - Momentum Focus 3 FoF Ret: A Inst: B1, B2, B3, B5, B7, E
Bidvest Prime Preserver Fund Ret: - Inst: A1,B,B1, C Momentum Target 3 FoF Ret: A Inst: B, B2, C, E
Bovest BCI Conservative FoF Ret: A Inst: - Montrose BCI Cautious FoF Ret: A Inst: -
Brenthurst BCI Cautious FoF Ret: A Inst: - Moore Ci Stable FoF Ret: A Inst: B
Cadiz BCI Stable Fund Ret: A Inst: B, D, F Multi Asset IP Balanced Defensive Fund Ret: B1 Inst: A
Cadiz Stable ABIL Retention Fund Ret: - Inst: A Nedgroup Investments Core Guarded Fund Ret: B Inst: B2,C,C1, C2
350 Profile’s Unit Trusts & Collective Investments