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Allan Gray Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
198.2870    -0.6881    (-0.346%)
NAV price (ZAR) Thu 26 Mar 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Capitec Bank Holdings Ltd.-1,500 96,315 400.27 0.17 97,815 339.32 0.14 
FirstRand Ltd.-6,422,800 29,584,353 2,684.78 1.11 36,007,153 2,801.36 1.19 
Investec Ltd.1,383,625 8,549,459 1,044.57 0.43 7,165,834 914.79 0.39 
Investec plc683,828 6,858,658 837.92 0.35 6,174,830 790.87 0.34 
Nedbank Group Ltd.-403,092 18,303,913 4,873.60 2.01 18,707,005 4,011.53 1.70 
Standard Bank Group Ltd.-715,974 18,975,543 5,510.50 2.27 19,691,517 4,667.68 1.98 
Banks Total-5,475,913 82,368,241 15,351.64 6.34 87,844,154 13,525.55 5.73 
Anheuser-Busch InBev SA/NV424,393 9,171,169 9,817.74 4.05 8,746,776 8,976.99 3.80 
Beverages Total424,393 9,171,169 9,817.74 4.05 8,746,776 8,976.99 3.80 
SA Bond BNDS909.71 0.38 0.00 0.00 
SA Bond COJ08-1,000,000 83,130,000 84.00 0.03 84,130,000 87.58 0.04 
SA Bond ES33-12,000,000 770,969,629 737.34 0.30 782,969,629 691.50 0.29 
SA Bond ES42-2,000,000 148,320,000 139.75 0.06 150,320,000 133.74 0.06 
SA Bond FRB30-2,000,000 102,850,000 104.77 0.04 104,850,000 108.93 0.05 
SA Bond FRB3423,500,000 24.51 0.01 23,500,000 24.46 0.01 
SA Bond FRB35-104,800,000 0.00 0.00 104,800,000 107.78 0.05 
SA Bond FRB40-3,000,000 208,000,000 211.04 0.09 211,000,000 214.18 0.09 
SA Bond FRB43-1,000,000 80,000,000 81.58 0.03 81,000,000 82.38 0.03 
SA Bond FRBI337,950,000 22.54 0.01 7,950,000 21.60 0.01 
SA Bond FRC560-52,000,000 478,700,000 514.95 0.21 530,700,000 544.15 0.23 
SA Bond FRI3816,550,000 24.54 0.01 16,550,000 22.45 0.01 
SA Bond FRJ30G-63,000,000 0.00 0.00 63,000,000 65.14 0.03 
SA Bond FRX30-3,000,000 163,810,000 185.74 0.08 166,810,000 182.29 0.08 
SA Bond FRX31-9,000,000 588,200,000 654.23 0.27 597,200,000 644.68 0.27 
SA Bond FRX32-3,000,000 201,050,000 236.52 0.10 204,050,000 226.72 0.10 
SA Bond HWAY3021,700,000 24.59 0.01 21,700,000 23.59 0.01 
SA Bond HWAY34-6,000,000 395,705,000 423.95 0.18 401,705,000 397.31 0.17 
SA Bond HWAY35-2,000,000 153,950,000 165.03 0.07 155,950,000 153.59 0.07 
SA Bond I2029-171,150,000 319,150,000 458.67 0.19 490,300,000 686.91 0.29 
SA Bond INLV1319,000,000 19.48 0.01 19,000,000 19.51 0.01 
SA Bond INLV16-1,000,000 48,500,000 48.72 0.02 49,500,000 49.71 0.02 
SA Bond NBK24A-1,000,000 72,000,000 77.53 0.03 73,000,000 80.52 0.03 
SA Bond NBKB73-140,400,000 0.00 0.00 140,400,000 144.04 0.06 
SA Bond NBKB76-29,000,000 0.00 0.00 29,000,000 29.27 0.01 
SA Bond NGL02G-289,000,000 0.00 0.00 289,000,000 292.63 0.12 
SA Bond NGT114-4,000,000 242,300,000 247.88 0.10 246,300,000 252.18 0.11 
SA Bond NI20215,850,000 43.15 0.02 15,850,000 41.33 0.02 
SA Bond R2030-18,850,000 288,000,000 304.20 0.13 306,850,000 312.03 0.13 
SA Bond R2032-13,000,000 816,900,000 855.29 0.35 829,900,000 819.11 0.35 
SA Bond R2033-384,000,000 765,550,000 874.65 0.36 1,149,550,000 1,230.25 0.52 
SA Bond R2035-25,000,000 1,641,400,000 1,761.16 0.73 1,666,400,000 1,650.39 0.70 
SA Bond R2037-73,000,000 4,731,050,000 4,872.65 2.01 4,804,050,000 4,496.62 1.90 
SA Bond R2038-7,000,000 442,200,000 525.82 0.22 449,200,000 487.29 0.21 
SA Bond R2040-154,000,000 5,535,150,000 5,765.56 2.38 5,689,150,000 5,299.68 2.24 
SA Bond R2044-45,000,000 2,876,000,000 2,873.35 1.19 2,921,000,000 2,588.37 1.10 
SA Bond R2048-1,000,000 41,246,575 41.01 0.02 42,246,575 36.87 0.02 
SA Bond R213-17,000,000 1,071,750,000 1,073.35 0.44 1,088,750,000 1,039.81 0.44 
SA Bond RN2032-91,700,000 0.00 0.00 91,700,000 94.11 0.04 
SA Bond SBC071-6,000,000 419,150,000 441.20 0.18 425,150,000 441.45 0.19 
SA Bond SBC072-5,000,000 290,100,000 317.22 0.13 295,100,000 308.91 0.13 
SA Bond SBC077-9,000,000 611,600,000 673.91 0.28 620,600,000 656.72 0.28 
SA Bond SBS31-1,000,000 48,100,000 50.02 0.02 49,100,000 52.23 0.02 
SA Bond SBS39-16,000,000 1,003,600,000 1,131.29 0.47 1,019,600,000 1,103.68 0.47 
SA Bond SBT105-2,000,000 156,250,000 157.34 0.06 158,250,000 160.42 0.07 
SA Bond SBT108-1,000,000 35,850,000 37.68 0.02 36,850,000 38.89 0.02 
SA Bond SBT11029,900,000 30.83 0.01 29,900,000 30.91 0.01 
SA Bond SBT210-188,400,000 284,400,000 295.31 0.12 472,800,000 489.97 0.21 
SA Bond SSN210500,000 238,650,000 337.13 0.14 238,150,000 327.50 0.14 
SA Bond SSN211400,000 137,500,000 348.12 0.14 137,100,000 339.99 0.14 
SA Bond SST201-49,000,000 0.00 0.00 49,000,000 49.73 0.02 
SA Bond SST203-117,500,000 0.00 0.00 117,500,000 120.04 0.05 
SA Bond TNG32-202,000,000 131,500,000 146.81 0.06 333,500,000 342.88 0.15 
Bond Total-2,324,900,000 25,757,031,204 28,354.12 11.70 28,081,931,204 27,846.03 11.79 
Allan Gray Africa Bond Fund-12,956 835,878 3,372.58 1.39 848,834 3,381.50 1.43 
Bonds Total-12,956 835,878 3,372.58 1.39 848,834 3,381.50 1.43 
Cash on call10,055.64 4.15 13,299.65 5.63 
Margin Account971.74 0.40 1,004.90 0.43 
Cash on call Total11,027.38 4.55 14,304.55 6.06 
Omnia Holdings Ltd.51,654 5,275,295 415.69 0.17 5,223,641 375.11 0.16 
Sasol Ltd.177,798 22,558,698 2,395.73 0.99 22,380,900 2,408.41 1.02 
Chemicals Total229,452 27,833,993 2,811.43 1.16 27,604,541 2,783.52 1.18 
Group Five Ltd.-2,032,060 0.00 0.00 2,032,060 0.00 0.00 
Construction & Materials Total-2,032,060 0.00 0.00 2,032,060 0.00 0.00 
Basil Read Holdings Ltd.74,041,461 0.00 0.00 74,041,461 0.00 0.00 
Calgro M3 Holdings Ltd.-6,500 419,288 2.00 0.00 425,788 2.05 0.00 
Construction and Materials Total-6,500 74,460,749 2.00 0.00 74,467,249 2.05 0.00 
Equity Derivative-8,424.20 -3.48 -7,708.79 -3.27 
Derivatives Total-8,424.20 -3.48 -7,708.79 -3.27 
Allan Gray Africa Equity Fund Ltd-105,835 97,642 485.07 0.20 203,477 1,081.98 0.46 
Allan Gray Africa ex SA Equity-15,033 600,449 3,126.67 1.29 615,482 3,132.81 1.33 
Allan Gray Frontier Markets Equity Fund Limited-45,140 2,238,031 11,297.64 4.66 2,283,171 11,263.39 4.77 
Orbis SICAV Global Balanced SA Fund-55,214,603 0.00 0.00 55,214,603 30,285.25 12.83 
Orbis SICAV International Equity Fund-277,550 17,906,413 8,996.12 3.71 18,183,963 9,319.89 3.95 
Equities Total-55,658,161 20,842,535 23,905.50 9.87 76,500,696 55,083.31 23.33 
Exchange Traded Funds-82,700 5,333,145 3,545.53 1.46 5,415,845 3,308.11 1.40 
Exchange Traded Funds-1,652,033 8,212,765 2,613.06 1.08 9,864,798 2,523.12 1.07 
Exchange Traded Funds-2,475,643 1,649,920 538.14 0.22 4,125,563 1,072.65 0.45 
Exchange Traded Funds Total-4,210,376 15,195,830 6,696.72 2.76 19,406,206 6,903.87 2.92 
Nutun Ltd.-34,800 2,244,121 2.36 0.00 2,278,921 2.28 0.00 
Finance and Credit Services Total-34,800 2,244,121 2.36 0.00 2,278,921 2.28 0.00 
Astral Foods Ltd.-12,800 824,655 219.94 0.09 837,455 172.04 0.07 
AVI Ltd.-78,900 5,092,513 537.26 0.22 5,171,413 509.95 0.22 
Oceana Group Ltd.127,692 7,660,111 426.97 0.18 7,532,419 380.69 0.16 
Premier Group Ltd.-70,900 4,572,515 766.63 0.32 4,643,415 709.98 0.30 
Tiger Brands Ltd.-108,800 7,017,994 2,569.85 1.06 7,126,794 2,200.47 0.93 
Food Producers Total-143,708 25,167,788 4,520.65 1.87 25,311,496 3,973.13 1.68 
Foreign - Money Market369.69 0.15 387.14 0.16 
USA - Currency248.27 0.10 603.96 0.26 
For Currency Total617.96 0.26 991.10 0.42 
Foreign - Bonds135.34 0.06 141.91 0.06 
Foreign - Unit Trust - Bonds918.28 0.38 -2,001.98 -0.85 
Foreign - Unit Trusts10,111.15 4.17 9,598.65 4.07 
Foreign Invest Total11,164.77 4.61 7,738.57 3.28 
KAP Ltd.-3,327,600 214,681,504 412.19 0.17 218,009,104 364.08 0.15 
Mondi plc829,675 12,480,077 2,540.94 1.05 11,650,402 2,755.55 1.17 
Mpact Ltd.-58,000 3,740,743 84.17 0.03 3,798,743 98.65 0.04 
General Industrials Total-2,555,925 230,902,324 3,037.30 1.25 233,458,249 3,218.28 1.36 
Life Healthcare Group Holdings Ltd.8,151,174 53,343,553 607.58 0.25 45,192,379 525.59 0.22 
Health Care Providers Total8,151,174 53,343,553 607.58 0.25 45,192,379 525.59 0.22 
Sappi Ltd.-389,492 41,634,375 1,022.12 0.42 42,023,867 968.65 0.41 
Industrial Materials Total-389,492 41,634,375 1,022.12 0.42 42,023,867 968.65 0.41 
Evraz Highveld Steel and Vanadium Ltd.-47,300 0.00 0.00 47,300 0.00 0.00 
Industrial Metals Total-47,300 0.00 0.00 47,300 0.00 0.00 
African Rainbow Minerals Ltd.-1,293,646 3,013,082 599.30 0.25 4,306,728 796.87 0.34 
BHP Group Ltd.27,124 3,259,023 1,652.72 0.68 3,231,899 1,551.15 0.66 
Glencore plc1,367,754 70,674,892 6,442.02 2.66 69,307,138 5,532.79 2.34 
Merafe Resources Ltd.-180,800 11,666,142 12.72 0.01 11,846,942 12.68 0.01 
South32 Ltd.-6,636,710 13,111,179 515.79 0.21 19,747,889 617.12 0.26 
Industrial Metals and Mining Total-6,716,278 101,724,318 9,222.54 3.81 108,440,596 8,510.61 3.60 
Adcorp Holdings Ltd.-69,700 4,498,598 27.71 0.01 4,568,298 30.56 0.01 
Industrial Support Services Total-69,700 4,498,598 27.71 0.01 4,568,298 30.56 0.01 
Super Group Ltd.-335,600 21,650,649 409.41 0.17 21,986,249 279.45 0.12 
Industrial Transportation Total-335,600 21,650,649 409.41 0.17 21,986,249 279.45 0.12 
Brait plc-900,900 58,120,810 129.61 0.05 59,021,710 125.72 0.05 
Brait plc-1,700 112,725 84.66 0.03 114,425 86.96 0.04 
Coronation Fund Managers Ltd.-1,512,160 11,768,165 550.28 0.23 13,280,325 588.32 0.25 
JSE Ltd.-26,600 1,718,275 246.45 0.10 1,744,875 222.75 0.09 
Ninety One Ltd.1,735,907 16,398,746 784.02 0.32 14,662,839 667.01 0.28 
Ninety One plc-3,614,611 4,758,347 229.73 0.09 8,372,958 393.11 0.17 
PSG Financial Services Ltd.-352,200 22,723,233 619.21 0.26 23,075,433 526.12 0.22 
Quilter plc-156,800 10,118,360 410.30 0.17 10,275,160 394.57 0.17 
Reinet Investments SCA280,105 3,359,121 1,948.29 0.80 3,079,016 1,557.27 0.66 
Remgro Ltd.-310,000 19,999,683 3,632.14 1.50 20,309,683 3,420.56 1.45 
Investment Banking and Brokerage Services Total-4,858,959 149,077,465 8,634.69 3.56 153,936,424 7,982.39 3.38 
Momentum Group Ltd.-7,001,894 34,698,894 1,326.89 0.55 41,700,788 1,372.79 0.58 
Old Mutual Ltd.-302,900 19,540,153 291.15 0.12 19,843,053 263.52 0.11 
Life Insurance Total-7,304,794 54,239,047 1,618.03 0.67 61,543,841 1,636.31 0.69 
eMedia Holdings Ltd.-8,522,842 0.00 0.00 8,522,842 14.91 0.01 
Media Total-8,522,842 0.00 0.00 8,522,842 14.91 0.01 
JCI Ltd.-53,687,263 0.00 0.00 53,687,263 0.00 0.00 
Mining Total-53,687,263 0.00 0.00 53,687,263 0.00 0.00 
Money Market - 32 months duration829.23 0.34 0.00 0.00 
Money Market - 33 months duration890.27 0.37 0.00 0.00 
Money Market - 34 months duration244.69 0.10 0.00 0.00 
Money Market Instrument3,250.62 1.34 6,151.86 2.61 
Money Market Total5,214.81 2.15 6,151.86 2.61 
Santam Ltd.-6,500 417,324 178.39 0.07 423,824 160.15 0.07 
Non-life Insurance Total-6,500 417,324 178.39 0.07 423,824 160.15 0.07 
Orbis Global Equity-15,167 978,500 8,466.38 3.49 993,667 8,587.95 3.64 
Orbis Optimal SA (EUR)-120,126 7,750,035 2,519.42 1.04 7,870,161 2,702.83 1.14 
Orbis Optimal SA (USD)1,477,433 22,161,733 7,519.48 3.10 20,684,300 7,385.92 3.13 
Orbis SICAV Emerging Markets Equity2,998,635 2,998,635 2,455.78 1.01 2,511.69 1.06 
Orbis SICAV Global Balanced58,695,028 58,695,028 32,078.63 13.24 0.00 0.00 
Orbis SICAV Japan Equity (Yen)-41,913 2,704,083 4,051.27 1.67 2,745,996 4,227.74 1.79 
Offshore Intern Total62,993,890 95,288,014 57,090.96 23.56 32,294,124 25,416.14 10.76 
Exxaro Resources Ltd.583,967 12,697,135 2,272.79 0.94 12,113,168 2,183.52 0.92 
Thungela Resources Ltd.2,904,122 7,188,844 690.13 0.28 4,284,722 374.83 0.16 
Oil, Gas and Coal Total3,488,089 19,885,979 2,962.92 1.22 16,397,890 2,558.35 1.08 
Boxer Retail Ltd.125,388 6,110,171 435.96 0.18 5,984,783 414.09 0.18 
Dis-Chem Pharmacies Ltd.4,816,290 27,197,306 951.91 0.39 22,381,016 735.22 0.31 
Pick n Pay Stores Ltd.-356,600 23,005,523 572.84 0.24 23,362,123 592.00 0.25 
Shoprite Holdings Ltd.431,268 681,423 184.14 0.08 250,155 68.67 0.03 
The SPAR Group Ltd.572,876 8,273,038 790.08 0.33 7,700,162 751.30 0.32 
Personal Care, Drug and Grocery Stores Total5,589,222 65,267,461 2,934.92 1.21 59,678,239 2,561.28 1.08 
Compagnie Financière Richemont SA46,085 442,814 1,606.10 0.66 396,729 1,298.94 0.55 
Personal Goods Total46,085 442,814 1,606.10 0.66 396,729 1,298.94 0.55 
Adcock Ingram Holdings Ltd.-1,310,620 0.00 0.00 1,310,620 94.05 0.04 
Aspen Pharmacare Holdings Ltd.88,989 9,170,579 1,071.03 0.44 9,081,590 873.65 0.37 
Pharmaceuticals and Biotechnology Total-1,221,631 9,170,579 1,071.03 0.44 10,392,210 967.70 0.41 
AngloGold Ashanti plc-248,778 5,104,460 7,315.46 3.02 5,353,238 6,509.22 2.76 
DRDGOLD Ltd.-154,400 9,962,520 521.64 0.22 10,116,920 485.71 0.21 
Gold Fields Ltd.-223,051 4,259,110 3,090.88 1.28 4,482,161 3,249.70 1.38 
Northam Platinum Holdings Ltd.-1,320,297 5,419,572 1,826.99 0.75 6,739,869 1,876.78 0.79 
Pan African Resources plc-1,011,300 65,242,253 1,756.97 0.73 66,253,553 1,336.33 0.57 
Precious Metals and Mining Total-2,957,826 89,987,915 14,511.94 5.99 92,945,741 13,457.75 5.70 
NEPI Rockcastle NV-18,700 1,203,466 175.53 0.07 1,222,166 168.66 0.07 
Real Estate Investment and Services Total-18,700 1,203,466 175.53 0.07 1,222,166 168.66 0.07 
Hyprop Investments Ltd.-59,300 3,828,504 218.30 0.09 3,887,804 182.10 0.08 
Real Estate Investment Trusts Total-59,300 3,828,504 218.30 0.09 3,887,804 182.10 0.08 
Cashbuild Ltd.-20,900 1,346,804 181.82 0.08 1,367,704 190.11 0.08 
Italtile Ltd.-159,600 10,296,769 93.19 0.04 10,456,369 99.34 0.04 
KAL Group Ltd.-9,400 606,065 30.30 0.01 615,465 25.70 0.01 
Mr Price Group Ltd.3,964,531 9,362,172 1,638.19 0.68 5,397,641 1,102.47 0.47 
Truworths International Ltd.1,881,789 7,879,480 448.58 0.19 5,997,691 329.15 0.14 
We Buy Cars Holdings Ltd.1,589,257 1,589,257 76.01 0.03 0.00 0.00 
Woolworths Holdings Ltd.-3,185,576 69,243,132 3,877.62 1.60 72,428,708 3,636.65 1.54 
Retailers Total4,060,101 100,323,679 6,345.71 2.62 96,263,578 5,383.41 2.28 
Naspers Ltd.1,621,294 1,877,620 2,073.85 0.86 256,326 1,618.44 0.69 
Prosus NV-493,861 6,292,964 6,440.97 2.66 6,786,825 8,270.49 3.50 
Software and Computer Services Total1,127,433 8,170,584 8,514.82 3.51 7,043,151 9,888.94 4.19 
Blu Label Unlimited Group Ltd.-704,000 45,420,707 478.73 0.20 46,124,707 548.42 0.23 
Cell C Holdings Ltd.22,694,492 22,694,492 646.79 0.27 0.00 0.00 
Telecommunications Service Providers Total21,990,492 68,115,199 1,125.53 0.46 46,124,707 548.42 0.23 
British American Tobacco plc-86,400 5,574,906 5,247.21 2.17 5,661,306 5,178.28 2.19 
Tobacco Total-86,400 5,574,906 5,247.21 2.17 5,661,306 5,178.28 2.19 
City Lodge Hotels Ltd.-325,600 21,009,394 108.83 0.04 21,334,994 86.62 0.04 
Comair Ltd.-23,433,280 0.00 0.00 23,433,280 0.00 0.00 
Southern Sun Ltd.-745,100 48,071,398 492.25 0.20 48,816,498 414.94 0.18 
Spur Corporation Ltd.-52,400 3,383,690 129.46 0.05 3,436,090 117.86 0.05 
Sun International Ltd.-259,095 9,753,435 376.97 0.16 10,012,530 405.01 0.17 
Tsogo Sun Ltd.-446,900 28,833,280 201.83 0.08 29,280,180 188.86 0.08 
Travel and Leisure Total-25,262,375 111,051,197 1,309.34 0.54 136,313,572 1,213.28 0.51 
Portfolio Total-2,398,475,028 27,250,949,458 242,307.55 100.00 29,649,424,486 236,105.66 100.00