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Alusi RealFin Managed Fund  |  South African-Multi Asset-High Equity
Reg Compliant
1.4107    -0.0028    (-0.198%)
NAV price (ZAR) Thu 30 Oct 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.12,649 12,649 2.23 0.50 0.00 0.00 
Capitec Bank Holdings Ltd.45 1,300 4.62 1.04 1,255 3.93 0.95 
FirstRand Ltd.7,286 77,258 5.85 1.32 69,972 5.32 1.28 
Investec Ltd.3,769 3,769 0.50 0.11 0.00 0.00 
Investec plc5,738 5,738 0.76 0.17 0.00 0.00 
Nedbank Group Ltd.1,458 6,949 1.69 0.38 5,491 1.55 0.37 
Standard Bank Group Ltd.388 20,187 4.59 1.03 19,799 4.39 1.06 
Banks Total31,333 127,850 20.23 4.56 96,517 15.19 3.67 
Anheuser-Busch InBev SA/NV16 1,306 1.59 0.36 1,290 1.21 0.29 
Beverages Total16 1,306 1.59 0.36 1,290 1.21 0.29 
SA Bond ABFN521,000,000 1.00 0.23 1,000,000 1.00 0.24 
SA Bond ABFN741,000,000 2,300,000 2.36 0.53 1,300,000 1.32 0.32 
SA Bond AGLG021,000,000 1.02 0.23 1,000,000 1.01 0.24 
SA Bond AGT041,000,000 1,000,000 1.03 0.23 0.00 0.00 
SA Bond ASC1641,000,000 1.01 0.23 1,000,000 1.01 0.24 
SA Bond DSY091,000,000 1,000,000 1.02 0.23 0.00 0.00 
SA Bond EQT0151,000,000 1.01 0.23 1,000,000 1.01 0.24 
SA Bond FIFB301,000,000 1,000,000 1.02 0.23 0.00 0.00 
SA Bond FIFB321,000,000 1,000,000 1.01 0.23 0.00 0.00 
SA Bond FRB29-1,000,000 0.00 0.00 1,000,000 1.03 0.25 
SA Bond FRB351,000,000 1.03 0.23 1,000,000 1.03 0.25 
SA Bond FRB4119,000,000 19.35 4.36 19,000,000 19.21 4.64 
SA Bond I2025-300,000 0.00 0.00 300,000 0.56 0.14 
SA Bond I2029-3,800,000 0.00 0.00 3,800,000 5.07 1.22 
SA Bond I20312,500,000 3,100,000 3.37 0.76 600,000 0.65 0.16 
SA Bond I20333,100,000 3,100,000 4.01 0.90 0.00 0.00 
SA Bond INLV06500,000 0.52 0.12 500,000 0.52 0.13 
SA Bond INLV07500,000 0.51 0.11 500,000 0.51 0.12 
SA Bond LGL131,000,000 1.01 0.23 1,000,000 1.01 0.24 
SA Bond MTN26500,000 0.51 0.11 500,000 0.51 0.12 
SA Bond MTN291,460,000 1.48 0.33 1,460,000 1.48 0.36 
SA Bond MTN38500,000 0.51 0.11 500,000 0.50 0.12 
SA Bond MTN411,000,000 1.01 0.23 1,000,000 1.01 0.24 
SA Bond NBKB672,500,000 2.53 0.57 2,500,000 2.53 0.61 
SA Bond NGL111,000,000 1.03 0.23 1,000,000 1.02 0.25 
SA Bond NGT107600,000 0.61 0.14 600,000 0.62 0.15 
SA Bond NGT1121,000,000 1,000,000 1.03 0.23 0.00 0.00 
SA Bond NN3391,000,000 1.01 0.23 1,000,000 1.01 0.24 
SA Bond NTC442,000,000 2,000,000 2.04 0.46 0.00 0.00 
SA Bond OML161,000,000 1.02 0.23 1,000,000 1.02 0.25 
SA Bond R18610,493,983 10.92 2.46 10,493,983 10.94 2.64 
SA Bond R203213,079,451 12.76 2.87 13,079,451 12.39 2.99 
SA Bond R203510,887,142 47,558,862 45.83 10.32 36,671,720 34.49 8.33 
SA Bond R203733,482,467 30.33 6.83 33,482,467 29.63 7.15 
SA Bond R2092,500,000 8,800,000 6.70 1.51 6,300,000 4.64 1.12 
SA Bond R213100,000 3,950,000 3.73 0.84 3,850,000 3.51 0.85 
SA Bond RDFB331,000,000 1,000,000 1.04 0.23 0.00 0.00 
SA Bond RDFG091,000,000 1.02 0.23 1,000,000 1.02 0.25 
SA Bond RES661,000,000 1.02 0.23 1,000,000 1.02 0.25 
SA Bond RN20301,000,000 1.00 0.22 1,000,000 1.00 0.24 
SA Bond RN20322,000,000 2,000,000 2.02 0.46 0.00 0.00 
SA Bond SBS67-1,000,000 0.00 0.00 1,000,000 1.02 0.25 
SA Bond SBS762,500,000 2.63 0.59 2,500,000 2.65 0.64 
SA Bond SBS82-2,000,000 0.00 0.00 2,000,000 2.03 0.49 
SA Bond SBT1131,000,000 1,000,000 1.00 0.23 0.00 0.00 
SA Bond SBT207-2,000,000 0.00 0.00 2,000,000 2.03 0.49 
SA Bond SBT2081,000,000 1.02 0.23 1,000,000 1.02 0.25 
SA Bond SBT2101,000,000 1.04 0.23 1,000,000 1.03 0.25 
SA Bond SNT053,000,000 3.02 0.68 3,000,000 3.02 0.73 
SA Bond SNT07-500,000 0.00 0.00 500,000 0.50 0.12 
SA Bond SST2013,000,000 3.05 0.69 3,000,000 3.04 0.73 
SA Bond SST2041,000,000 1.01 0.23 1,000,000 1.00 0.24 
SA Bond VKE222,000,000 2,000,000 2.03 0.46 0.00 0.00 
Bond Total22,487,142 188,924,763 184.22 41.49 166,437,621 160.62 38.77 
Cash on call4.34 0.98 10.41 2.51 
Margin Account0.00 0.00 0.00 0.00 
Cash on call Total4.34 0.98 10.41 2.51 
Sasol Ltd.8,886 8,886 0.70 0.16 0.00 0.00 
Chemicals Total8,886 8,886 0.70 0.16 0.00 0.00 
Evolution Gaming Group975 975 1.37 0.31 0.00 0.00 
Hermes International16 16 0.77 0.17 0.00 0.00 
Moncler SPA698 698 0.70 0.16 0.00 0.00 
Tencent Holdings Ltd1,000 1,000 1.14 0.26 0.00 0.00 
Cyclical Goods & Services Total2,689 2,689 3.98 0.90 0.00 0.00 
China Shenhua Energy Co Ltd15,838 15,838 1.18 0.27 0.00 0.00 
Energy Total15,838 15,838 1.18 0.27 0.00 0.00 
Hoya Corp357 357 0.75 0.17 0.00 0.00 
iShares MSCI India Fund2,647 2,647 2.62 0.59 0.00 0.00 
iShares MSCI USA Quality Factor ETF246 10,214 33.18 7.47 9,968 33.49 8.08 
iShares NASDAQ 100 UCITS ETF USD (Acc)-1,108 0.00 0.00 1,108 25.46 6.14 
Equities Total2,142 13,218 36.56 8.23 11,076 58.95 14.23 
NewGold-14,934 55,172 29.82 6.72 70,106 31.86 7.69 
Exchange Traded Funds Total-14,934 55,172 29.82 6.72 70,106 31.86 7.69 
Mercadolibre Inc19 19 0.88 0.20 0.00 0.00 
Financial Services Total19 19 0.88 0.20 0.00 0.00 
AVI Ltd.-7,487 0.00 0.00 7,487 0.82 0.20 
Tiger Brands Ltd.-2,227 0.00 0.00 2,227 0.64 0.16 
Food Producers Total-9,714 0.00 0.00 9,714 1.47 0.35 
European - Currency0.00 0.00 0.00 0.00 
United Kingdom - Currency0.01 0.00 0.00 0.00 
USA - Currency2.10 0.47 0.88 0.21 
For Currency Total2.11 0.48 0.88 0.21 
Foreign - Equities8.26 1.86 0.00 0.00 
Foreign - Unit Trusts63.35 14.27 66.60 16.07 
Foreign Invest Total71.61 16.13 66.60 16.07 
Mondi plc1,461 2,977 0.87 0.20 1,516 0.42 0.10 
The Bidvest Group Ltd.-682 5,179 1.21 0.27 5,861 1.55 0.37 
General Industrials Total779 8,156 2.08 0.47 7,377 1.97 0.47 
ASML Holding NV62 62 0.88 0.20 0.00 0.00 
Atlas Copco AB4,010 4,010 1.14 0.26 0.00 0.00 
Check Point Software Technologies197 197 0.77 0.17 0.00 0.00 
Nongfu Spring Co Ltd9,192 9,192 0.83 0.19 0.00 0.00 
Goods & Services Total13,461 13,461 3.63 0.82 0.00 0.00 
Chugai Pharmaceutical Company Ltd1,270 1,270 1.19 0.27 0.00 0.00 
Novo-Nordisk A/S1,326 1,326 1.63 0.37 0.00 0.00 
Healthcare Total2,596 2,596 2.82 0.64 0.00 0.00 
Anglo American plc-82 5,126 2.69 0.61 5,208 2.87 0.69 
BHP Group Ltd.-2,764 2,538 1.08 0.24 5,302 2.44 0.59 
Glencore plc-20,099 8,571 0.60 0.13 28,670 2.39 0.58 
Industrial Metals and Mining Total-22,945 16,235 4.37 0.99 39,180 7.71 1.86 
Grindrod Ltd.-98,859 0.00 0.00 98,859 1.18 0.29 
Industrial Transportation Total-98,859 0.00 0.00 98,859 1.18 0.29 
PSG Financial Services Ltd.-21,454 0.00 0.00 21,454 0.42 0.10 
Reinet Investments SCA-45 2,030 1.17 0.26 2,075 0.93 0.22 
Remgro Ltd.-196 7,660 1.21 0.27 7,856 1.22 0.29 
Investment Banking and Brokerage Services Total-21,695 9,690 2.38 0.54 31,385 2.57 0.62 
Discovery Ltd.675 8,146 1.75 0.39 7,471 1.46 0.35 
Momentum Group Ltd.-40,341 0.00 0.00 40,341 1.22 0.29 
Old Mutual Ltd.2,960 65,462 0.79 0.18 62,502 0.78 0.19 
Sanlam Ltd.-4,002 25,403 2.25 0.51 29,405 2.55 0.62 
Life Insurance Total-40,708 99,011 4.79 1.08 139,719 6.01 1.45 
RELX PLC823 823 0.79 0.18 0.00 0.00 
Media Total823 823 0.79 0.18 0.00 0.00 
Money Market - 31 months duration2.05 0.46 0.00 0.00 
Money Market Instrument0.00 0.00 3.12 0.75 
Money Market Total2.05 0.46 3.12 0.75 
OUTsurance Group Ltd.573 12,679 0.99 0.22 12,106 0.81 0.19 
Santam Ltd.-1,495 0.00 0.00 1,495 0.59 0.14 
Non-life Insurance Total-922 12,679 0.99 0.22 13,601 1.39 0.34 
Exxaro Resources Ltd.-5,953 0.00 0.00 5,953 0.94 0.23 
Oil, Gas and Coal Total-5,953 0.00 0.00 5,953 0.94 0.23 
Bid Corporation Ltd.-11 5,079 2.37 0.53 5,090 2.19 0.53 
Clicks Group Ltd.-1,080 3,632 1.35 0.30 4,712 1.76 0.42 
Shoprite Holdings Ltd.-56 7,314 2.03 0.46 7,370 2.17 0.52 
Personal Care, Drug and Grocery Stores Total-1,147 16,025 5.75 1.29 17,172 6.12 1.48 
Compagnie Financière Richemont SA-94 768 2.56 0.58 862 2.39 0.58 
Personal Goods Total-94 768 2.56 0.58 862 2.39 0.58 
Aspen Pharmacare Holdings Ltd.-974 5,906 0.71 0.16 6,880 1.13 0.27 
Pharmaceuticals and Biotechnology Total-974 5,906 0.71 0.16 6,880 1.13 0.27 
AngloGold Ashanti plc-349 5,249 4.20 0.95 5,598 2.36 0.57 
Gold Fields Ltd.168 13,458 5.60 1.26 13,290 3.28 0.79 
Harmony Gold Mining Company Ltd.8,475 8,475 2.07 0.47 0.00 0.00 
Impala Platinum Holdings Ltd.12,283 12,283 1.95 0.44 0.00 0.00 
Northam Platinum Holdings Ltd.-9,321 0.00 0.00 9,321 0.91 0.22 
Sibanye Stillwater Ltd.42,809 42,809 1.38 0.31 0.00 0.00 
Valterra Platinum Ltd.-190 1,936 1.53 0.34 2,126 1.21 0.29 
Precious Metals and Mining Total53,875 84,210 16.74 3.77 30,335 7.76 1.87 
Fortress Real Estate Investments Ltd.3,513 11,978 0.24 0.05 8,465 0.17 0.04 
MAS plc-999 2,334 0.06 0.01 3,333 0.08 0.02 
NEPI Rockcastle NV1,723 12,552 1.69 0.38 10,829 1.49 0.36 
Real Estate Investment and Services Total4,237 26,864 1.99 0.45 22,627 1.74 0.42 
Attacq Ltd.1,374 6,025 0.08 0.02 4,651 0.06 0.02 
Burstone Group Ltd.-10,241 0.00 0.00 10,241 0.10 0.02 
Emira Property Fund Ltd.6,382 0.07 0.02 6,382 0.07 0.02 
Equites Property Fund Ltd.9,150 0.14 0.03 9,150 0.13 0.03 
Growthpoint Properties Ltd.-15,052 81,583 1.09 0.25 96,635 1.23 0.30 
Hyprop Investments Ltd.800 3,152 0.13 0.03 2,352 0.11 0.03 
Redefine Properties Ltd.20,223 69,499 0.32 0.07 49,276 0.22 0.05 
Resilient REIT Ltd.129 2,531 0.15 0.03 2,402 0.14 0.03 
SA Corporate Real Estate Ltd.-11,508 0.00 0.00 11,508 0.03 0.01 
Stor-Age Property REIT Ltd.-1,619 4,674 0.07 0.02 6,293 0.10 0.02 
Vukile Property Fund Ltd.-47,499 5,063 0.10 0.02 52,562 0.94 0.23 
Real Estate Investment Trusts Total-63,393 188,059 2.17 0.49 251,452 3.15 0.76 
Mr Price Group Ltd.-336 3,837 0.85 0.19 4,173 1.23 0.30 
Pepkor Holdings Ltd.-3,463 40,187 1.09 0.25 43,650 1.26 0.31 
Truworths International Ltd.-5,384 0.00 0.00 5,384 0.56 0.13 
Woolworths Holdings Ltd.-275 13,726 0.71 0.16 14,001 0.87 0.21 
Retailers Total-9,458 57,750 2.65 0.60 67,208 3.93 0.95 
Naspers Ltd.460 2,546 14.04 3.16 2,086 8.71 2.10 
Prosus NV-742 4,561 4.52 1.02 5,303 3.97 0.96 
Software and Computer Services Total-282 7,107 18.56 4.18 7,389 12.68 3.06 
Garmin Ltd231 231 0.86 0.19 0.00 0.00 
Infosys Technologies2,412 2,412 0.79 0.18 0.00 0.00 
Oracle Corporation369 369 0.78 0.18 0.00 0.00 
Xiaomi Corporation B9,705 9,705 1.32 0.30 0.00 0.00 
Technology Total12,717 12,717 3.75 0.84 0.00 0.00 
MTN Group Ltd.17,880 27,566 3.88 0.87 9,686 0.89 0.22 
Vodacom Group Ltd.-2,573 9,091 1.24 0.28 11,664 1.18 0.29 
Telecommunications Service Providers Total15,307 36,657 5.13 1.15 21,350 2.07 0.50 
British American Tobacco plc1,574 3,408 2.92 0.66 1,834 1.27 0.31 
Tobacco Total1,574 3,408 2.92 0.66 1,834 1.27 0.31 
Portfolio Total22,362,356 189,751,863 444.03 100.00 167,389,507 414.31 100.00