Morningstar

Sage FR Cautious Fund of Funds B2 SSPSB2

Medalist Rating as of Sep 30, 2026

Strategy

The objective is to protect capital and to offer a return of at least CPI+3% over a rolling three-year period.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SPSB	Sage FR Cautious Fund of Funds B1	—	Open			Oct 1, 2008	ZAR 208.05M	—	Above Average	—	ZAR 32.42M
SMPA2	Sage FR Cautious Fund of Funds A2	—	Open			Jan 3, 2011	ZAR 44,071.00	—	Above Average	—	−ZAR 1,899.13
SPSB4	Sage FR Cautious Fund of Funds B4	—	—			Jan 3, 2011	ZAR 160.35M	—	Above Average	—	ZAR 4.32M
SMSB9	Sage FR Cautious Fund of Funds B9	—	—			Jan 3, 2011	ZAR 4.69M	—	Above Average	—	−ZAR 357,043.82
SSPSB2	Sage FR Cautious Fund of Funds B2	—	—			Jul 2, 2018	ZAR 16.93M	—	Above Average	—	−ZAR 412,560.66

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