Page 353 - Profile's Unit Trusts and Collective Investments 2021 issue 2
P. 353
Registered Funds as at 20 August 2021
Fund name Retail Class Institutional Class Fund name Retail Class Institutional Class
Nedgroup Investments Select Defensive FoF Ret: - Inst: A, A1, A2 Sanlam Multi Managed Conservative FoF Ret: A1 Inst: A2,B1, B9,C1
Nedgroup Investments Stable Fund Ret: A, A1, C Inst: A2, B Sanlam Multi Managed Defensive FoF Ret: A2 Inst: A, B2, B3
Nedgroup Investments XS Guarded FoF Ret: - Inst: A, B, B1, C Sasfin BCI Horizon Multi Managed Preservation Fund Ret: - Inst: D
NeFG BCI Income Provider Fund Ret: A Inst: - Sasfin BCI Stable Fund Ret: A Inst: B, C
New Road BCI Stable FoF Ret: A Inst: - Satrix Low Equity Balanced Index Fund Ret: A1, A2, A3 Inst: B1, B2, C
NewFunds MAPPS™ Protect ETF Ret: blnk Inst: - Seed Stable Prescient Fund Ret: A1 Inst: A2
NFB Ci Defensive FoF Ret: A Inst: - Select BCI Cautious Fund Ret: A Inst: C
NFB Ci Stable Fund Ret: A Inst: B, C1 Select BCI Enhanced Core Cautious Fund Ret: A Inst: -
Ngwedi Absolute Return SNN Fund Ret: R1, T1 Inst: I1,I2, I3,I4, I5,R2, R3,T2, T3 Select Manager BCI Cautious FoF Ret: A Inst: B, C, D, I
Ninety One Cautious Managed Fund Ret: A, H Inst: B, C, D, I Sequoia BCI Stable FoF Ret: A Inst: -
NoblePP BCI StrategicIncomeFoF Ret: A Inst: A1, A2, B1 Signature BCI Stable FoF Ret: A Inst: -
Oasis Balanced Stable FoF Ret: D Inst: A, B, C, F SIM Inflation Plus Fund Ret: A Inst: B1,B10,B2, B3,B4, B6,B7, B9
Oasis Crescent Balanced Stable FoF Ret: D Inst: B, C, F SIM Managed Cautious FoF Ret: A1 Inst: A2,B1, B3,B4, B5,B6, B9
Octagon Sanlam Collective Investments Cautious FoF Ret: B1 Inst: A1, C1 SIM Managed Conservative FoF Ret: A1 Inst: A2,B1, B3,B4, B5,B6, B9
Old Mutual Capital Builder Fund Ret: A Inst: B1, B2 SIS Inflation Plus 3 - 5 Prudent FoF Ret: - Inst: A
Old Mutual Core Conservative Fund Ret: A Inst: B1 Skyblue BCI Kimberlite Cautious FoF Ret: A, C Inst: -
Old Mutual Multi-Managers Cautious FoF Ret: A Inst: B4 Southern Charter BCI Defensive FoF Ret: A Inst: -
Old Mutual Real Income Fund Ret: A Inst: B1, C Standard STANLIB GoalConserver FoF Ret: - Inst: B1, B2, B3
Old Mutual Stable Growth Fund Ret: A Inst: B1 STANLIB Balanced Cautious Fund Ret: B1 Inst: B2, B4, C3
Optimum BCI Stable Fund Ret: - Inst: A, C, GD, GR STANLIB Medical Investment Fund Ret: - Inst: B1
Oyster Catcher RealFin Stable Fund Ret: A Inst: - STANLIB Multi-Manager Defensive Balanced Fund Ret: B1 Inst: B2, B3
PBi BCI Conservative FoF Ret: A Inst: - STANLIB Multi-Manager Low Equity FoF Ret: B1 Inst: -
Personal Trust Conservative Managed Fund Ret: A Inst: - Star Prime Stable Fund Ret: C Inst: -
PFPS Ci Cautious FoF Ret: A Inst: B Steer SNN Stable Fund Ret: 1 Inst: -
Platinum BCI Income Provider FoF Ret: A Inst: - Stelburg BCI Cautious FoF Ret: A Inst: -
Plexus Wealth BCI Conservative Fund Ret: A Inst: C Stewart BCI Absolute Return Blend FoF Ret: A Inst: -
PMK Stable Prescient FoF Ret: A1, A3 Inst: - Stonewood AM Ci Guarded Fund Ret: A Inst: B, B1
Point3 BCI Conservative FoF Ret: A Inst: - Stonewood AM Ci Temperate Fund Ret: A Inst: B, B1
PortfolioMetrix BCI Cautious FoF Ret: A Inst: B Sygnia CPI + 2% Fund Ret: A, B, D Inst: C, E
PPS Conservative FoF Ret: A, A2 Inst: A3,B,B2 Sygnia Skeleton Balanced 40 Fund Ret: A Inst: C, R
PPS Defensive Fund Ret: A, A2 Inst: A3,B,B2 Synergy Ci Conservative FoF Ret: A Inst: B
PPS Institutional Multi Asset Low Equity Fund Ret: - Inst: A2,B,B2 Trésor Sanlam Collective Investments Stable Fund Ret: B1 Inst: -
Prescient Absolute Defensive Fund Ret: A2 Inst: B3 TRG Stable Prescient FoF Ret: A1 Inst: B1, B3
PrimeBalanced IncomeFoF Ret: - Inst: B, B1, B2 Wealth Associates BCI Cautious FoF Ret: A Inst: -
PrimeCabernet StableFoF Ret: A Inst: A1,B,B1, C, R, R1,R2 Wealthworks Prime Cautious FoF Ret: A Inst: -
Prime Chardonnay Moderate FoF Ret: - Inst: A, A1,B,B1, C, R, R1,R2 Weaver BCI Stable FoF Ret: A Inst: -
Prime Classic Port Conservative FoF Ret: - Inst: A, A1,B,B1, C, R, R1,R2 WellsFaber SCI Stable FoF Ret: A Inst: -
PrivateClient BCI Low Equity Fund Ret: B Inst: - South African — Multi Asset — Medium Equity
Prudential Inflation Plus Fund Ret: A, I Inst: B, C, D, T, X 10X Medium Equity Index Fund Ret: A, P, T Inst: B, C, E
PSG Multi-Management Cautious FoF Ret: D Inst: - 27four Balanced FoF Ret: A1 Inst: A2,A3, A4,A5, A6,A7, A8,B3, C
PSG Stable Fund Ret: A, E Inst: D, F Absa Balanced Fund Ret: A, R Inst: B, C, C1, D
PSG Wealth Preserver FoF Ret: A, B, C, D, E Inst: - Absa Multi Managed Accumulation FoF Ret: A Inst: B, C, D, E
PWS BCI Cautious FoF Ret: A Inst: - Absa Multi Managed Core Accumulation Fund Ret: C Inst: B
Quantum BCI Capital Plus FoF Ret: A Inst: B, C Absa Multi Managed Passive Accumulation Fund Ret: A, B Inst: C, D, E
Quattro Ci Cautious FoF Ret: A Inst: B ADB BCI Balanced FoF Ret: A Inst: A1
Rebalance BCI Cautious FoF Ret: A Inst: - Adviceworx Old Mutual Inflation plus 3-4% FoF Ret: B1 Inst: -
Rezco Stable Fund Ret: A Inst: B, B1, C, C1, I, T, Z Aeon Balanced Prescient Fund Ret: A1 Inst: A2, B3
Roxburgh Ci Conservative FoF Ret: A Inst: B Affinity Ci Moderate Fund Ret: A Inst: B
RSA BCI Cautious Fund Ret: C Inst: A, D Amity BCI Prudent FoF Ret: A Inst: -
S BRO BCI Defensive FoF Ret: A Inst: A1, B Ampersand Sanlam Collective Investments CPI Plus 4 FoF Ret: A Inst: B1, B2, B3, B4
SA Asset Management BCI Cautious Fund Ret: A Inst: - Amplify SCI Absolute Fund Ret: A1 Inst: B1, B3
Sage Sanlam Collective Investments Protection Solution FoF Ret: A2 Inst: B1, B2, Analytics Ci Moderate FoF Ret: A Inst: A1,B,M
B4, B9, C2
Anchor BCI Diversified Moderate Fund Ret: A Inst: B
Sanlam Multi Managed Cautious FoF Ret: A1 Inst: A2,B1, B9,C1
Profile’s Unit Trusts & Collective Investments 351