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PrivateClient BCI Worldwide Flexible Fund  |  Worldwide-Multi Asset-Flexible
2.0921    +0.0113    (+0.543%)
NAV price (ZAR) Tue 24 Feb 2026 (change prev day)


Asset Allocation: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
RSA Equity
1.57% 
46.73% 
45.16% 
Int Equity
-0.98% 
40.54% 
41.52% 
RSA Bonds
-1.46% 
7.38% 
8.84% 
Int Bonds
-0.87% 
0.19% 
1.06% 
RSA Real Estate
2.11% 
2.52% 
0.41% 
Int Real Estate
0.48% 
0.49% 
0.01% 
RSA Cash
0.10% 
1.62% 
1.52% 
Int Cash
-0.94% 
0.54% 
1.48% 
Asset Allocation: Two Year Quarterly History
Asset Class4Q 20253Q 20252Q 20251Q 20254Q 20243Q 20242Q 20241Q 2024
RSA Equity46.73%45.16%46.68%48.91%48.05%50.27%39.43%31.01%
Int Equity40.54%41.52%37.22%37.04%36.81%31.39%42.10%41.57%
Total Equity87.27%86.68%83.90%85.95%84.86%81.66%81.53%72.58%
RSA Bonds7.38%8.84%8.05%7.42%7.67%8.30%10.99%16.21%
Int Bonds0.19%1.06%2.46%0.86%1.55%5.20%4.46%2.94%
Total Bonds7.56%9.90%10.51%8.28%9.22%13.50%15.45%19.15%
RSA Real Estate2.52%0.41%0.62%0.85%0.87%0.83%0.43%0.71%
Int Real Estate0.49%0.01%0.01%-0.01%0.02%0.07%0.03%
Total Real Estate3.01%0.42%0.63%0.85%0.88%0.85%0.50%0.74%
RSA Cash1.62%1.52%2.06%1.46%1.50%2.01%1.75%2.37%
Int Cash0.54%1.48%2.90%3.46%3.54%1.98%0.77%5.16%
Total Cash2.16%3.00%4.96%4.92%5.04%3.99%2.52%7.53%
Total100.00%100.00%100.00%100.00%100.00%100.00%100.00%100.00%
RSA Total58.24%55.93%57.41%58.64%58.09%61.41%52.60%50.30%
Int Total41.76%44.07%42.59%41.36%41.91%38.59%47.40%49.70%
Top Holdings: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
PSG Equity - D-0.12% 6.03% 6.15% 
Coronation Top 20 - P0.22% 5.99% 5.77% 
Coronation Global Emerging Markets Flexible (ZAR) - P0.54% 6.03% 5.49% 
PRESCINTCHINA0.32% 2.54% 2.22% 
Ninety One SA Equity - G-0.07% 5.90% 5.98% 
M&G SA Equity Fund - F-5.87% 0.00% 5.87% 
ISMSCICHINA0.11% 2.36% 2.25% 
Prescient Core Capped Equity - A26.02% 6.02% 0.00% 
PortfolioMetrix BCI Dynamic Income - B-0.60% 2.56% 3.16% 
ISGOLDMINE-0.51% 6.15% 6.66% 
36ONE BCI SA Equity - H-0.14% 5.90% 6.04% 
Vunani BCI Bond - P-0.52% 1.92% 2.44% 
Sectoral Allocation: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
Banks
0.37% 
3.72% 
3.35% 
Bond Fund
-0.18% 
1.98% 
2.16% 
Cash on call
0.11% 
0.89% 
0.78% 
Chemicals
-0.03% 
0.09% 
0.12% 
Consumer Services
-0.20% 
0.54% 
0.74% 
Cyclical Goods & Services
-0.10% 
2.63% 
2.73% 
Equities
-0.51% 
11.00% 
11.51% 
Financial Services
0.00% 
0.37% 
0.37% 
For Currency
0.06% 
0.28% 
0.22% 
Foreign Invest
0.22% 
1.01% 
0.79% 
Foreign Property
0.00% 
0.49% 
0.49% 
General
-0.08% 
5.90% 
5.98% 
General Equity
-0.26% 
11.93% 
12.19% 
General Industrials
0.23% 
0.94% 
0.71% 
Goods & Services
-0.06% 
0.33% 
0.39% 
Healthcare
-0.01% 
0.56% 
0.57% 
Income
-1.40% 
6.02% 
7.42% 
Industrial Metals and Mining
-0.04% 
0.69% 
0.73% 
Industrial Support Services
0.03% 
0.28% 
0.25% 
Insurance
-0.11% 
0.94% 
1.05% 
International
-1.13% 
13.71% 
14.84% 
Investment Banking and Brokerage Services
0.01% 
0.40% 
0.39% 
Large Cap
0.22% 
5.99% 
5.77% 
Life Insurance
0.09% 
1.14% 
1.05% 
Money Market
0.00% 
0.01% 
0.01% 
Non-life Insurance
0.00% 
0.06% 
0.06% 
Offshore Intern
-0.06% 
0.76% 
0.82% 
Personal Care, Drug and Grocery Stores
-0.06% 
0.79% 
0.85% 
Personal Goods
-0.19% 
0.12% 
0.31% 
Precious Metals and Mining
0.71% 
5.60% 
4.89% 
Real Estate Investment and Services
-0.01% 
0.05% 
0.06% 
Retail
-0.15% 
1.16% 
1.31% 
Retailers
0.03% 
0.23% 
0.20% 
Software and Computer Services
-0.41% 
3.51% 
3.92% 
Specialist Securities
0.32% 
2.54% 
2.22% 
Technology
-0.36% 
2.16% 
2.52% 
Telecommunications Service Providers
0.06% 
0.98% 
0.92% 
Tobacco
-0.05% 
0.13% 
0.18% 
Travel and Leisure
0.01% 
0.18% 
0.17%