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Fund List PDF - IF Retirement Capital Portfolio

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					IF Retirement Capital Portfolio


                                                            PIGS
Available Funds                           Status   Risk
                                                          Compliant
Local
Optimised Funds
 Optimised Aggressive Fund                Open      4         -
 Optimised Balanced Fund                  Open      3        x
 Optimised Defensive Fund                 Open      2        x
 Optimised Growth Fund                    Open      4         -
 Optimised High Growth Fund               Open      4         -
Multi-manager Funds
 Multi-manager Balanced Fund              Open      3        x
 Multi-manager Defensive Fund             Open      2        x
 Multi-manager Growth Fund                Open      4         -
 SYmmETRY Islamic Fund                    Open      3        x
Multi-manager Unit Trust Funds
 SYmmETRY Balanced Fund of Funds          Open      3        x
 SYmmETRY Defensive Fund of Funds         Open      2        x
 SYmmETRY Fixed Interest Fund of Funds    Open      2        x
Defender Funds
 Capital Defender Income Fund             Open      2        x
 Wealth Defender Fund                     Open      3        x
SA Specialist Funds
 Old Mutual Triangle Core Property Fund   Open      4         -
 SA Bonds Fund                            Open      3        x
 SA Consumer and Industrial Sector Fund   Open      5         -
 SA Financial Sector Fund                 Open      5         -
 SA Mining and Resources Sector Fund      Open      5         -
 SA Quoted Property Fund                  Open      4         -
 SA Small Companies Fund                  Open      5         -
Bonus Funds
 Absolute Smooth Growth Portfolio         Open      2        x
 EBGF                                     Open      2         -
 Growth Preserver Fund                    Open      1         -
 Secured Money Market Fund                Open      1         -
 Smoothed Performance Fund                Open      2         -
Money Market Funds
 SA Money Market Fund                     Open      1        x
Alternative Investment Strategy Options
 Multi-manager Private Equity Fund 2      Open      5         -
Unit Trust Funds (various Mancos)
 Absa Balanced Fund                       Open      3        x
 Absa General Fund                        Open      4         -
 Allan Gray Balanced Fund                 Open      3        x
 Allan Gray Equity Fund                   Open      4         -
 Allan Gray Stable Fund                   Open      2        x
APS Cautious Fund of Funds                 Open     2   x
APS Managed Growth Fund of Funds           Open     4   x
APS Moderate Fund of Funds                 Open     3   x
AS Forum Aggressive Fund of Funds          Open     5   x
AS Forum Cautious Fund of Funds            Open     3   x
AS Forum Moderate Fund of Funds            Open     4   x
Atlantic Enhanced Income Fund              Open     2   x
Atlantic Real Income Fund                  Open     2   x
Community Growth Fund                      Open     4   -
Coronation Balanced Defensive Fund         Open     2   x
Coronation Balanced Plus Fund              Open     3   x
Coronation Bond Fund                       Open     3   x
Coronation Capital Plus Fund               Open     2   -
Coronation Dynamic Protector Fund          Capped   3   x
Coronation Equity Fund                     Open     4   -
Coronation Market Plus Fund                Open     3   -
Coronation Smaller Companies Fund          Open     5   -
Coronation Strategic Income Fund           Open     2   x
Dynamic Wealth Accumulator Fund of Funds   Open     3   x
Dynamic Wealth Creator Fund of Funds       Open     3   x
Dynamic Wealth Optimal Fund                Open     5   -
Dynamic Wealth Preserver Fund of Funds     Open     2   x
Dynamic Wealth Property Fund               Open     3   -
Dynamic Wealth Real Income Fund            Open     4   x
Efficient Flexible Fund of Funds           Open     4   -
Efficient Prudential Fund of Funds         Open     3   x
Efficient Prudential Fund                  Open     3   x
F G Mercury Equity Fund of Funds           Open     5   -
F G Saturn Flexible Fund of Funds          Open     3   -
FG Jupiter Income Fund of Funds            Open     2   -
FG Venus Cautious Fund of Funds            Open     2   x
Foord Balanced Fund                        Open     3   x
Foord Equity Fund                          Open     4   -
Futuregrowth Albaraka Equity Fund          Open     4   -
Investec Emerging Companies Fund           Open     5   -
Investec Equity Fund                       Open     4   -
Investec Managed Fund                      Open     3   x
Investec Opportunity Fund                  Open     3   x
Investec Opportunity Income Fund           Open     2   x
Investec Property Equity Fund              Open     4   -
Investec Value Fund                        Open     4   -
Marriott Core Income Fund                  Open     2   x
Marriott Dividend Growth Fund              Open     4   -
Marriott High Income Fund of Funds         Open     2   -
Marriott Income Fund                       Open     2   x
Marriott Property Equity Fund              Open     4   -
Marriott Property Income Fund              Open     3   -
Marriott Prudential Fund of Funds          Open     3   x
Metropolitan General Equity Portfolio      Open     4   -
N-e-FG Balanced Fund                       Open     3   -
N-e-FG Equity Fund                         Open     5   -
N-e-FG Flexible Fund                       Open     4   -
N-e-FG Income Provider Fund of Funds        Open   2   -
N-e-FG Property Income Fund                 Open   3   -
Nedgroup Investments Entrepreneur Fund      Open   5   -
Nedgroup Investments Equity Fund            Open   4   -
Nedgroup Investments Flexible Income Fund   Open   2   x
Nedgroup Investments Growth Fund            Open   5   -
Nedgroup Investments Managed Fund           Open   3   x
Nedgroup Investments Positive Return Fund   Open   2   x
Nedgroup Investments Rainmaker Fund         Open   4   -
Nedgroup Investments Stable Fund            Open   2   x
Nedgroup Investments Value Fund             Open   4   -
NFP Assertive Fund of Funds                 Open   4   -
NFP Balanced Fund of Funds                  Open   3   x
NFP Enhanced Stable Fund of Funds           Open   2   x
NFP Stable Fund of Funds                    Open   2   x
Oasis Crescent Equity Fund                  Open   4   -
Old Mutual Balanced Fund                    Open   3   x
Old Mutual Capital Builder Fund             Open   2   x
Old Mutual Dynamic Floor Fund               Open   3   x
Old Mutual Enhanced Income Fund             Open   2   x
Old Mutual Financial Services Fund          Open   5   -
Old Mutual Flexible Fund                    Open   4   -
Old Mutual Gold Fund                        Open   5   -
Old Mutual Growth Fund                      Open   4   -
Old Mutual High Yield Opportunity Fund      Open   4   -
Old Mutual Income Fund                      Open   1   x
Old Mutual Investors Fund                   Open   4   -
Old Mutual Mining and Resources Fund        Open   5   -
Old Mutual Money Market Fund                Open   1   x
Old Mutual RAFI 40 Tracker Fund             Open   4   -
Old Mutual Real Income Fund                 Open   2   x
Old Mutual SA Quoted Property Fund          Open   4   -
Old Mutual Small Companies Fund             Open   5   -
Old Mutual Stable Growth Fund               Open   2   x
Old Mutual Top Companies Fund               Open   5   -
Old Mutual Value Fund                       Open   4   -
Plexus Sprinter Fund of Funds               Open   5   x
Prudential Dividend Maximiser Fund          Open   4   -
Prudential High Yield Bond Fund             Open   3   x
Prudential Inflation Plus Fund              Open   3   x
PSG Alphen Equity Fund of Funds             Open   4   -
PSG Alphen Income Fund of Funds             Open   2   x
PSG Alphen Prudential Fund of Funds         Open   3   x
PSG Konsult Creator Fund of Funds           Open   4   -
PSG Konsult Income Fund of Funds            Open   2   x
PSG Konsult Moderate Fund of Funds          Open   3   x
PSG Konsult Preserver Fund of Funds         Open   3   x
RMB Balanced Fund                           Open   3   x
RMB Conservative Fund                       Open   2   x
RMB Equity Fund                             Open   4   -
RMB High Tide Fund                          Open   4   -
 RMB Income Plus Fund                                   Open   1   x
 RMB Moderate Fund                                      Open   3   x
 Sentinel IP Diversified Income Fund of Funds           Open   3   x
 Sentinel IP Diversified Income Fund of Funds           Open   3   x
 Sentinel IP Prudential Fund of Funds                   Open   3   x
 SIM Inflation Plus Fund                                Open   3   -
 SIM Small Cap Fund                                     Open   5   -
 SIM Value Fund                                         Open   4   -
 STANLIB Growth Fund                                    Open   5   -
 STANLIB Small Cap Fund                                 Open   5   -
Rand Denominated Offshore
Money Market Funds
 Euro Money Market Fund                                 Open   1   -
 Sterling Money Market Fund                             Open   1   -
 US Dollar Money Market Fund                            Open   1   -
Alternative Investment Strategy Options
 World Diversified Plus Fund                            Open   3   -
 World Growth Plus Fund                                 Open   4   -
Optimised World Funds
 Optimised World Active Fund                            Open   5   -
 Optimised World Balanced Fund                          Open   3   -
 Optimised World Defensive Fund                         Open   2   -
 Optimised World High Growth Fund                       Open   4   -
Multi-manager World Funds
 Multi-manager World Balanced Fund                      Open   3   -
 Multi-manager World Defensive Fund                     Open   2   -
 Multi-manager World High Growth Fund                   Open   4   -
International Specialist Funds
 Asia Pacific Fund                                      Open   5   -
 Continental Europe Fund                                Open   5   -
 Japan Fund                                             Open   5   -
 UK Fund                                                Open   5   -
 USA Fund                                               Open   5   -
 World Bonds Fund                                       Open   2   -
 World Equity Fund                                      Open   4   -
 World Technology Fund                                  Open   5   -
Unit Trust Funds (various Mancos)
 Allan Gray - Orbis Global Equity Feeder Fund           Open   4   -
 Allan Gray-Orbis Global Fund of Funds                  Open   3   -
 FG International Flexible Fund of Funds                Open   4   -
 Investec Worldwide Equity Feeder Fund                  Open   4   -
 Marriott International Growth Feeder Fund              Open   3   -
 Marriott Worldwide Flexible Fund of Funds              Open   4   -
 Nedgroup Investments Bravata Worldwide Flexible Fund   Open   3   -
 Nedgroup Investments Global Balanced Feeder Fund       Open   3   -
 Old Mutual Global Equity Fund                          Open   4   -
 Old Mutual International Growth FoF                    Open   4   -
 Old Mutual UK Money Market Feeder Fund                 Open   1   -
 Prudential Global High Yield Bond Fund of Funds        Open   3   -
 RMB International Balanced Fund of Funds               Open   5   -
 RMB International Equity Fund of Funds                 Open   3   -
Notes
The Galaxy and Investment Frontiers product ranges have been designed to provide different tax and liquidity options and advantages
depending on your financial needs. The Galaxy range invests only in unit trusts, while Investment Frontiers products allow for investment in
bonds, life funds and selected unit trusts.

Please note that certain products need to comply with the Investment Regulation 28 of the Pension Funds Act (1956). Refer to the Product
Pages for more detailed information.

Funds marked as PIGS Compliant comply with the Prudential Investment Guidelines (or Regulation 28) as prescribed within the Pension
Funds Act.

This Fund per Product Matrix is an overview. Please refer to the Product pages and Fund Fact sheets for more detailed information.



Status
Open          Open to Business
Capped        Temporarily closed to Business (reached Asset Swap Limit)



Risk Rating
1 Conservative
2 Moderately Conservative
3 Moderate
4 Moderately Aggressive
5 Aggressive


Disclaimer
Profile Media - Whilst every care has been taken in compiling this information, this information is not advice and Profile Group (Pty) Ltd, Old
Mutual Investment Services (Pty) Ltd, Old Mutual Life Assurance Company (SA) Limited and/or their associates and subsidiaries, do not give
any warranty as to the accuracy or completeness of the information provided and disclaim all liability for any loss or expense, however
caused, arising from any use of or reliance upon the information provided through this service.

				
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