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Aeon Balanced Prescient Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
2.3179    +0.0050    (+0.216%)
NAV price (ZAR) Thu 11 Dec 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Auto1 Group SE5,723 5,723 3.38 0.64 0.00 0.00 
Auto Total5,723 5,723 3.38 0.64 0.00 0.00 
Capitec Bank Holdings Ltd.1,028 1,028 3.57 0.67 0.00 0.00 
FirstRand Ltd.59,020 59,020 4.60 0.87 0.00 0.00 
Standard Bank Group Ltd.23,299 23,299 5.52 1.04 0.00 0.00 
Nu Holdings Ltd38,879 38,879 10.72 2.02 0.00 0.00 
Banks Total122,226 122,226 24.40 4.60 0.00 0.00 
Consumer Goods0.00 0.00 5.47 1.11 
Beverages Total0.00 0.00 5.47 1.11 
SA Bond FRX30849,800 849,800 0.93 0.17 0.00 0.00 
SA Bond FRX31419,000 419,000 0.45 0.09 0.00 0.00 
SA Bond FRX32397,000 397,000 0.44 0.08 0.00 0.00 
SA Bond MTN322,110,716 2,110,716 2.14 0.40 0.00 0.00 
SA Bond NBK29A252,930 252,930 0.26 0.05 0.00 0.00 
SA Bond R203215,971,608 15,971,608 15.77 2.97 0.00 0.00 
SA Bond R203543,529,089 43,529,089 43.12 8.12 0.00 0.00 
SA Bond R203740,153,306 40,153,306 37.59 7.08 0.00 0.00 
SA Bond R204039,798,394 39,798,394 37.09 6.98 0.00 0.00 
SA Bond R204432,098,270 32,098,270 28.45 5.36 0.00 0.00 
SA Bond R204819,333,041 19,333,041 16.88 3.18 0.00 0.00 
SA Bond R2149,949,749 9,949,749 7.27 1.37 0.00 0.00 
SA Bond TFS1701,683,116 1,683,116 1.70 0.32 0.00 0.00 
Bond Total206,546,019 206,546,019 192.09 36.18 0.00 0.00 
0.00 0.00 30.33 6.13 
Cash on call18.39 3.46 0.00 0.00 
Corporate debt - convertible0.00 0.00 3.84 0.78 
Financial institutions0.00 0.00 2.09 0.42 
Government issued paper0.00 0.00 150.33 30.39 
Total Domestic Money Market0.00 0.00 3.43 0.69 
Cash on call Total18.39 3.46 190.02 38.41 
Sasol Ltd.5,889 5,889 0.63 0.12 0.00 0.00 
Chemicals Total5,889 5,889 0.63 0.12 0.00 0.00 
Wilson Bayly Holmes - Ovcon Ltd.2,597 2,597 0.39 0.07 0.00 0.00 
Construction and Materials Total2,597 2,597 0.39 0.07 0.00 0.00 
Alphabet Inc A4,911 4,911 20.71 3.90 0.00 0.00 
Booking Holdings92 92 8.67 1.63 0.00 0.00 
Mettler-Toledo International Inc144 144 2.97 0.56 0.00 0.00 
Netflix Inc294 294 6.13 1.15 0.00 0.00 
Uber Technologies5,662 5,662 9.74 1.84 0.00 0.00 
Cyclical Goods & Services Total11,103 11,103 48.23 9.08 0.00 0.00 
COVIVIO2,748 2,748 3.19 0.60 0.00 0.00 
Mastercard Inc186 186 1.83 0.34 0.00 0.00 
Natwest Group PLC72,491 72,491 8.76 1.65 0.00 0.00 
Unicredit Spa9,906 9,906 12.88 2.42 0.00 0.00 
Financial Services Total85,331 85,331 26.65 5.02 0.00 0.00 
Pepsico Incorporated2,547 2,547 6.17 1.16 0.00 0.00 
Unilever plc1,269 1,269 1.29 0.24 0.00 0.00 
Food & Beverage Total3,816 3,816 7.46 1.41 0.00 0.00 
Consumer Services0.00 0.00 14.09 2.85 
Food & Drug Retailers Total0.00 0.00 14.09 2.85 
AVI Ltd.5,955 5,955 0.59 0.11 0.00 0.00 
Food Producers Total5,955 5,955 0.59 0.11 0.00 0.00 
European - Currency0.01 0.00 0.00 0.00 
Foreign bonds0.00 0.00 5.86 1.18 
Foreign Cash0.00 0.00 0.85 0.17 
United Kingdom - Currency0.00 0.00 0.00 0.00 
USA - Currency1.32 0.25 0.00 0.00 
For Currency Total1.33 0.25 6.71 1.36 
Foreign - Bonds6.10 1.15 0.00 0.00 
Foreign - Equities15.49 2.92 0.00 0.00 
Total Foreign Equities0.00 0.00 204.14 41.27 
Foreign Invest Total21.59 4.07 204.14 41.27 
British Land Company51,807 51,807 4.17 0.79 0.00 0.00 
Klepierre2,896 2,896 1.93 0.36 0.00 0.00 
Foreign Property Total54,703 54,703 6.10 1.15 0.00 0.00 
Basic Materials0.00 0.00 19.69 3.98 
Forestry & Paper Total0.00 0.00 19.69 3.98 
Other Equities0.00 0.00 4.66 0.94 
General Equity Total0.00 0.00 4.66 0.94 
Financials0.00 0.00 20.04 4.05 
General Financial Total0.00 0.00 20.04 4.05 
Industrials0.00 0.00 1.72 0.35 
Mondi plc65,194 65,194 2.70 0.51 0.00 0.00 
Mpact Ltd.24,037 24,037 0.60 0.11 0.00 0.00 
General Industrials Total89,231 89,231 3.30 0.62 1.72 0.35 
ASML Holding NV838 838 14.04 2.64 0.00 0.00 
Goods & Services Total838 838 14.04 2.64 0.00 0.00 
Novo-Nordisk A/S8,680 8,680 8.13 1.53 0.00 0.00 
Healthcare Total8,680 8,680 8.13 1.53 0.00 0.00 
Anglo American plc16,696 16,696 4.71 0.89 0.00 0.00 
BHP Group Ltd.87,247 87,247 3.93 0.74 0.00 0.00 
Industrial Metals and Mining Total103,943 103,943 8.63 1.63 0.00 0.00 
Super Group Ltd.33,110 33,110 0.42 0.08 0.00 0.00 
Industrial Transportation Total33,110 33,110 0.42 0.08 0.00 0.00 
Discovery Ltd.25,397 25,397 5.03 0.95 0.00 0.00 
Life Insurance Total25,397 25,397 5.03 0.95 0.00 0.00 
Money Market - 1 month duration1.29 0.24 0.00 0.00 
Money Market Total1.29 0.24 0.00 0.00 
OUTsurance Group Ltd.18,682 18,682 1.33 0.25 0.00 0.00 
Santam Ltd.5,550 5,550 2.09 0.39 0.00 0.00 
Non-life Insurance Total24,232 24,232 3.43 0.65 0.00 0.00 
Exxaro Resources Ltd.100 100 0.02 0.00 0.00 0.00 
Thungela Resources Ltd.100 100 0.01 0.00 0.00 0.00 
Oil, Gas and Coal Total200 200 0.03 0.01 0.00 0.00 
Bid Corporation Ltd.4,232 4,232 1.83 0.34 0.00 0.00 
Shoprite Holdings Ltd.9,378 9,378 2.57 0.48 0.00 0.00 
Personal Care, Drug and Grocery Stores Total13,610 13,610 4.40 0.83 0.00 0.00 
Compagnie Financière Richemont SA827 827 2.70 0.51 0.00 0.00 
Personal Goods Total827 827 2.70 0.51 0.00 0.00 
AngloGold Ashanti plc10,209 10,209 12.15 2.29 0.00 0.00 
Gold Fields Ltd.1,715 1,715 1.23 0.23 0.00 0.00 
Impala Platinum Holdings Ltd.21,009 21,009 4.58 0.86 0.00 0.00 
Northam Platinum Holdings Ltd.6,480 6,480 1.81 0.34 0.00 0.00 
Precious Metals and Mining Total39,413 39,413 19.77 3.72 0.00 0.00 
Domestic Funds (Real Estate)0.00 0.00 21.24 4.29 
Real Estate Total0.00 0.00 21.24 4.29 
NEPI Rockcastle NV102,160 102,160 14.09 2.65 0.00 0.00 
Real Estate Investment and Services Total102,160 102,160 14.09 2.65 0.00 0.00 
Growthpoint Properties Ltd.279,128 279,128 4.12 0.78 0.00 0.00 
Real Estate Investment Trusts Total279,128 279,128 4.12 0.78 0.00 0.00 
Nike Incorporated5,463 5,463 6.60 1.24 0.00 0.00 
Visa Inc727 727 4.27 0.80 0.00 0.00 
Retail Total6,190 6,190 10.87 2.05 0.00 0.00 
Mr Price Group Ltd.8,637 8,637 1.77 0.33 0.00 0.00 
Woolworths Holdings Ltd.10,623 10,623 0.53 0.10 0.00 0.00 
Retailers Total19,260 19,260 2.30 0.43 0.00 0.00 
Technology0.00 0.00 6.92 1.40 
Software & Computer Services Total0.00 0.00 6.92 1.40 
Bytes Technology Group plc2,557 2,557 0.24 0.04 0.00 0.00 
Naspers Ltd.1,305 1,305 8.22 1.55 0.00 0.00 
Prosus NV6,943 6,943 8.50 1.60 0.00 0.00 
Software and Computer Services Total10,805 10,805 16.96 3.19 0.00 0.00 
Adobe Systems1,041 1,041 6.47 1.22 0.00 0.00 
Amazon.Com4,041 4,041 15.52 2.92 0.00 0.00 
Microsoft Corporation1,783 1,783 15.86 2.99 0.00 0.00 
Olympus Corp28,616 28,616 6.25 1.18 0.00 0.00 
Spotify Technology422 422 5.31 1.00 0.00 0.00 
Taiwan Semiconductors1,863 1,863 8.82 1.66 0.00 0.00 
Technology Total37,766 37,766 58.23 10.97 0.00 0.00 
British American Tobacco plc2,219 2,219 2.02 0.38 0.00 0.00 
Tobacco Total2,219 2,219 2.02 0.38 0.00 0.00 
Portfolio Total207,640,371 207,640,371 530.99 100.00 494.71 100.00