Preservation Fund

Our preservation funds are low cost, penalty free investment products which preserve the proceeds of company-sponsored retirement / pension plans when you change careers. This is achieved by investing in ETFs and unit trusts or a combination thereof which represent all the major asset classes such as domestic and international cash, fixed income, real estate and equity.

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Fund Name	Type	Asset Class	Market	TIC	Fact Sheet	Brochure	Currency
10X All Asia AM	ETF	Equity	Global	0.48%	Fact Sheet	Brochure	ZAR
10X Dividend Aristocrats	ETF	Equity	South African	0.66%	Fact Sheet	Brochure	ZAR
10X Income Actively Managed	ETF	Equity	South African	0.45%	Fact Sheet	Brochure	ZAR
10X Property Income	ETF	Real Estate	South African	0.47%	Fact Sheet	Brochure	ZAR
10X S&P 500	ETF	Equity	Global	0.38%	Fact Sheet	Brochure	ZAR
10X S&P Global Dividend	ETF	Equity	Global	0.52%	Fact Sheet	Brochure	ZAR
10X S&P Global Property	ETF	Real Estate	Global	0.51%	Fact Sheet	Brochure	ZAR
10X SciBeta	ETF	Equity	South African	0.64%	Fact Sheet	Brochure	ZAR
10X Top 50	ETF	Equity	South African	0.31%	Fact Sheet	Brochure	ZAR
10X Total World	ETF	Equity	Global	0.28%	Fact Sheet	Brochure	ZAR
10X Yield Selected Bond	ETF	Equity	South African	0.67%	Fact Sheet	Brochure	ZAR
1nvest Global Government Bond	ETF	Interest Bearing	Global	0.40%	Fact Sheet	Brochure	ZAR
1nvest Global REIT Index Feeder	ETF	Real Estate	Global	0.34%	Fact Sheet	Brochure	ZAR
1nvest Gold	ETF	Commodity	South African	0.29%	Fact Sheet	Brochure	ZAR
1nvest MSCI EM Asia	ETF	Equity	Global	0.41%	Fact Sheet	Brochure	ZAR
1nvest MSCI World	ETF	Equity	Global	0.40%	Fact Sheet	Brochure	ZAR
1nvest Palladium	ETF	Commodity	South African	0.40%	Fact Sheet	Brochure	ZAR
1nvest Platinum	ETF	Commodity	South African	0.35%	Fact Sheet	Brochure	ZAR
1nvest Rhodium	ETF	Commodity	South African	0.86%	Fact Sheet	Brochure	ZAR
1nvest S&P 500	ETF	Equity	Global	0.27%	Fact Sheet	Brochure	ZAR
1nvest S&P 500 Info Tech	ETF	Equity	Global	0.35%	Fact Sheet	Brochure	ZAR
1nvest SA Bond	ETF	Interest Bearing	South African	0.29%	Fact Sheet	Brochure	ZAR
1nvest SA Property	ETF	Real Estate	South African	0.29%	Fact Sheet	Brochure	ZAR
1nvest SWIX 40	ETF	Equity	South African	0.29%	Fact Sheet	Brochure	ZAR
1nvest Top 40	ETF	Equity	South African	0.29%	Fact Sheet	Brochure	ZAR
36One BCI Flexible Opportunity Fund	Unit Trust	Multi Asset	South African & Global	2.71%	Fact Sheet	Brochure	ZAR
Absa Capital Protected Autocall	Structured Note	Equity	Global	0.82%	Fact Sheet	Brochure	USD
Absa Currency EURO	ETN	Currency	Global	0%	Fact Sheet	Brochure	ZAR
Absa Currency GBP	ETN	Currency	Global	0%	Fact Sheet	Brochure	ZAR
Absa Currency USD	ETN	Currency	Global	0%	Fact Sheet	Brochure	ZAR
Absa New Gold	ETF	Commodity	South African	0.30%	Fact Sheet	Brochure	ZAR
Absa New Palladium	ETF	Commodity	South African	0.35%	Fact Sheet	Brochure	ZAR
Absa New Platinum	ETF	Commodity	South African	0.35%	Fact Sheet	Brochure	ZAR
Absa NewWave Platinum	ETN	Commodity	South African	0.40%	Fact Sheet	Brochure	ZAR
Absa NewWave Silver	ETN	Commodity	South African	0.40%	Fact Sheet	Brochure	ZAR
Absa Twin Fixed Return and Growth Protector (Closes on 6 May 2024)	Structured Note	Equity	Global	0.76%	Fact Sheet	Brochure	ZAR
Allan Gray Balanced	Unit Trust	Multi Asset	South African	1.89%	Fact Sheet	Brochure	ZAR
Allan Gray Bond	Unit Trust	Interest Bearing	South African	0.59%	Fact Sheet	Brochure	ZAR
Allan Gray Equity	Unit Trust	Equity	South African	2.32%	Fact Sheet	Brochure	ZAR
Allan Gray Money Market Fund	Unit Trust	Interest Bearing	South African	0.29%	Fact Sheet	Brochure	ZAR
Allan Gray Stable	Retirement Annuity	Interest Bearing	South African	1.79%	Fact Sheet	Brochure	ZAR
Anchor BCI Global Equity Feeder Fund	Unit Trust	Equity	Global	2.26%	Fact Sheet	Brochure	ZAR
Anchor BCI Global Technology Fund	Unit Trust	Equity	Global	1.32%	Fact Sheet	Brochure	ZAR
BBVA Prime Income Note (Closes on 25 April 2024)	Structured Note	Equity	Global	0.73%	Fact Sheet	Brochure	USD
BCI Fundsmith Equity Feeder Fund	Unit Trust	Equity	Global	1.41%	Fact Sheet	Brochure	ZAR
BCI Ginsglobal Global Equity Index Feeder Fund (A)	Unit Trust	Equity	Global	0.39%	Fact Sheet	Brochure	ZAR
BCI Income Plus Fund	Unit Trust	Interest Bearing	South African	0.88%	Fact Sheet	Brochure	ZAR
Blue Alpha BCI Balanced Fund	Unit Trust	Multi Asset	South African	1.64%	Fact Sheet	Brochure	ZAR
Blue Alpha BCI Global Equity Fund	Unit Trust	Equity	Global	1.73%	Fact Sheet	Brochure	ZAR
BNP Paribas Capital Protected Participation Note (Closes 30 April 2024)	Structured Note	Equity	South African	0.83%	Fact Sheet	Brochure	ZAR
BNP Paribas S&P 500 100% Capital Protected Note (Closes on 3 May 2024)	Structured Note	Equity	Global	0.73%	Fact Sheet	Brochure	USD
Cadiz BCI Absolute Yield	Unit Trust	Interest Bearing	South African	0.66%	Fact Sheet	Brochure	ZAR
Cadiz BCI Enhanced Income Fund	Unit Trust	Interest Bearing	South African	0.60%	Fact Sheet	Brochure	ZAR
Cadiz BCI Money Market Fund	Unit Trust	Interest Bearing	South African	0.32%	Fact Sheet	Brochure	ZAR
Coherent Commodity Global Investment Portfolio	ETN	Commodity	Global	1.00%	Fact Sheet	Brochure	ZAR
Efficient Global Equity Note	ETN	Equity	Global	1.44%	Fact Sheet	Brochure	ZAR
FNB Global 1200 Equity	ETF	Equity	Global	0.41%	Fact Sheet	Brochure	ZAR
FNB Government Inflation Linked Bond	ETF	Interest Bearing	South African	0.29%	Fact Sheet	Brochure	ZAR
FNB Midcap	ETF	Equity	South African	0.66%	Fact Sheet	Brochure	ZAR
FNB Top 40	ETF	Equity	South African	0.20%	Fact Sheet	Brochure	ZAR
FNB World Government Bond	ETF	Interest Bearing	South African	0.54%	Fact Sheet	Brochure	ZAR
Ginsglobal Global Bond (USD)	Unit Trust Offshore	Interest Bearing	Global	0.25%	Fact Sheet	Brochure	USD
Ginsglobal Global Equity (USD)	Unit Trust Offshore	Equity	Global	0.70%	Fact Sheet	Brochure	USD
Ginsglobal Global Money Market (USD)	Unit Trust Offshore	Currency	Global	0.45%	Fact Sheet	Brochure	USD
Ginsglobal US Equity (USD)	Unit Trust Offshore	Equity	Global	0.70%	Fact Sheet	Brochure	USD
Index Solutions Balanced	Index Fund Portfolio	Multi Asset	South African & Global	0.59%	Fact Sheet	Brochure	ZAR
Index Solutions Defensive	Index Fund Portfolio	Multi Asset	South African & Global	0.56%	Fact Sheet	Brochure	ZAR
Index Solutions Worldwide Growth	Index Fund Portfolio	Multi Asset	South African & Global	0.57%	Fact Sheet	Brochure	ZAR
IP Management Company Active Beta Fund (A)	Unit Trust	Multi Asset	Global	1.24%	Fact Sheet	Brochure	ZAR
IP Management Company Worldwide Active Beta Fund (A)	Unit Trust	Multi Asset	Global	1.37%	Fact Sheet	Brochure	ZAR
Palmyra Asset Management BCI Balanced Fund	Unit Trust	Multi Asset	South African	1.13%	Fact Sheet	Brochure	ZAR
Palmyra Asset Management BCI Equity Fund	Unit Trust	Equity	South African	1.16%	Fact Sheet	Brochure	ZAR
Palmyra Asset Management BCI Global Flexible Fund of Funds	Unit Trust	Multi Asset	Global	1.47%	Fact Sheet	Brochure	ZAR
Palmyra Asset Management BCI Stable Fund	Unit Trust	Multi Asset	South African	0.94%	Fact Sheet	Brochure	ZAR
Prescient Balanced Fund	Unit Trust	Multi Asset	South African	0.55%	Fact Sheet	Brochure	ZAR
Prescient Core All Share Equity Fund	Unit Trust	Equity	South African	0.41%	Fact Sheet	Brochure	ZAR
Prescient Core Capped Equity Fund	Unit Trust	Equity	South African	0.39%	Fact Sheet	Brochure	ZAR
Prescient Income Provider Fund	Unit Trust	Multi Asset	South African	0.61%	Fact Sheet	Brochure	ZAR
Reitway Global Property Diversified Prescient	ETF	Real Estate	Global	0.60%	Fact Sheet	Brochure	ZAR
Reitway Global Property ESG Prescient	ETF	Real Estate	Global	0.60%	Fact Sheet	Brochure	ZAR
Reitway Global Property Prescient	ETF	Real Estate	Global	0.60%	Fact Sheet		ZAR
Sasfin BCI Flexible Income Fund	Unit Trust	Multi Asset	South African	0.78%	Fact Sheet	Brochure	ZAR
Satrix Balanced Index fund	Unit Trust	Multi Asset	South African	0.61%	Fact Sheet	Brochure	ZAR
Satrix Capped All Share	ETF	Equity	South African	0.23%	Fact Sheet	Brochure	ZAR
Satrix DIVI	ETF	Equity	South African	0.61%	Fact Sheet	Brochure	ZAR
Satrix FINI	ETF	Equity	South African	0.44%	Fact Sheet	Brochure	ZAR
Satrix Global Aggregate Bond	ETF	Interest Bearing	Global	0.41%	Fact Sheet	Brochure	ZAR
Satrix Global Infrastructure Feeder	ETF	Equity	South African	0.77%	Fact Sheet	Brochure	ZAR
Satrix GOVI	ETF	Interest Bearing	South African	0.33%	Fact Sheet	Brochure	ZAR
Satrix Healthcare Innovation Feeder	ETF	Equity	Global	0.48%	Fact Sheet	Brochure	ZAR
Satrix IFL	ETF	Interest Bearing	South African	0.35%	Fact Sheet	Brochure	ZAR
Satrix ILBI	ETF	Interest Bearing	South African	0.25%	Fact Sheet	Brochure	ZAR
Satrix Inclusion and Diversity	ETF	Equity	South African	0.56%	Fact Sheet	Brochure	ZAR
Satrix INDI	ETF	Equity	South African	0.53%	Fact Sheet	Brochure	ZAR
Satrix JSE Global Equity	ETF	Equity	Global	0.15%	Fact Sheet	Brochure	ZAR
Satrix Low Volatility	ETF	Equity	South African	1.08%	Fact Sheet	Brochure	ZAR
Satrix Momentum	ETF	Equity	South African	0.67%	Fact Sheet	Brochure	ZAR
Satrix MSCI China	ETF	Equity	Global	0.63%	Fact Sheet	Brochure	ZAR
Satrix MSCI Emerging Market ESG	ETF	Equity	Global	0.38%	Fact Sheet	Brochure	ZAR
Satrix MSCI Emerging Markets	ETF	Equity	Global	0.40%	Fact Sheet	Brochure	ZAR
Satrix MSCI India Feeder	ETF	Equity	South African	0.80%	Fact Sheet	Brochure	ZAR
Satrix MSCI World	ETF	Equity	Global	0.36%	Fact Sheet	Brochure	ZAR
Satrix MSCI World Equity Index Feeder Fund	Unit Trust	Equity	South African	0.90%	Fact Sheet	Brochure	ZAR
Satrix MSCI World ESG	ETF	Equity	Global	0.33%	Fact Sheet	Brochure	ZAR
Satrix Multi Asset Passive Portfolio Solutions Growth	ETF	Multi Asset	South African	0.44%	Fact Sheet	Brochure	ZAR
Satrix Multi Asset Passive Portfolio Solutions Protect	ETF	Multi Asset	South African	0.43%	Fact Sheet	Brochure	ZAR
Satrix Nasdaq 100	ETF	Equity	Global	0.48%	Fact Sheet	Brochure	ZAR
Satrix Property	ETF	Real Estate	South African	0.35%	Fact Sheet	Brochure	ZAR
Satrix Quality South Africa	ETF	Equity	South African	0.67%	Fact Sheet	Brochure	ZAR
Satrix RAFI	ETF	Equity	South African	0.59%	Fact Sheet	Brochure	ZAR
Satrix RESI	ETF	Equity	South African	0.48%	Fact Sheet	Brochure	ZAR
Satrix S&P 500	ETF	Equity	Global	0.25%	Fact Sheet	Brochure	ZAR
Satrix S&P Namibia Bond	ETF	Interest Bearing	Global	0.12%	Fact Sheet	Brochure	ZAR
Satrix SA Bond	ETF	Interest Bearing	South African	0.25%	Fact Sheet	Brochure	ZAR
Satrix Shariah Top 40	ETF	Equity	South African	0.50%	Fact Sheet	Brochure	ZAR
Satrix Smart City Infrastructure Feeder	ETF	Equity	Global	0.35%	Fact Sheet	Brochure	ZAR
Satrix Smart Core Index Fund	Unit Trust	Equity	South African	0.89%	Fact Sheet	Brochure	ZAR
Satrix SWIX	ETF	Equity	South African	0.42%	Fact Sheet	Brochure	ZAR
Satrix Top 40	ETF	Equity	South African	0.16%	Fact Sheet	Brochure	ZAR
Satrix TRACI 3 Month	ETF	Equity	South African	0.35%	Fact Sheet	Brochure	ZAR
Satrix Value Equity	ETF	Equity	South African	0.75%	Fact Sheet	Brochure	ZAR
Sygnia 4th Industrial Revolution Global Equity	ETF	Equity	Global	0.81%	Fact Sheet	Brochure	ZAR
Sygnia Euro Stoxx 50	ETF	Equity	Global	1.05%	Fact Sheet	Brochure	ZAR
Sygnia FANG.AI Equity Fund	Unit Trust	Equity	South African	0.99%	Fact Sheet	Brochure	ZAR
Sygnia FTSE 100	ETF	Equity	Global	1.06%	Fact Sheet	Brochure	ZAR
Sygnia Global Property	ETF	Equity	Global	0.31%	Fact Sheet	Brochure	ZAR
Sygnia ITRIX FANG.AI AM	ETF	Equity	Global	0.70%	Fact Sheet	Brochure	ZAR
Sygnia Money Market Fund	Unit Trust	Interest Bearing	South African	0.32%	Fact Sheet	Brochure	ZAR
Sygnia MSCI Emerging Markets 50	ETF	Equity	Global	0.49%	Fact Sheet	Brochure	ZAR
Sygnia MSCI Japan	ETF	Equity	Global	1.05%	Fact Sheet	Brochure	ZAR
Sygnia MSCI USA	ETF	Equity	Global	1.01%	Fact Sheet	Brochure	ZAR
Sygnia MSCI World	ETF	Equity	Global	0.82%	Fact Sheet	Brochure	ZAR
Sygnia S&P 500	ETF	Equity	Global	0.23%	Fact Sheet	Brochure	ZAR
Sygnia S&P Global 1200 ESG	ETF	Equity	Global	0.43%	Fact Sheet	Brochure	ZAR
Sygnia Skeleton Balanced 40 Fund	Unit Trust	Multi Asset	South African	0.47%	Fact Sheet	Brochure	ZAR
Sygnia Skeleton Balanced 60 Fund	Unit Trust	Multi Asset	South African	0.49%	Fact Sheet	Brochure	ZAR
Sygnia Skeleton Balanced 70 Fund	Unit Trust	Multi Asset	South African	0.51%	Fact Sheet	Brochure	ZAR
Sygnia Solactive Healthcare 150	ETF	Equity	Global	0.61%	Fact Sheet	Brochure	ZAR
Sygnia Top 40	ETF	Equity	South African	0.29%	Fact Sheet	Brochure	ZAR

Preservation Fund

Preservation Fund

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