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Aylett Equity Prescient Fund  |  South African-Equity-General
63.3090    +0.2143    (+0.340%)
NAV price (ZAR) Thu 12 Mar 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
FirstRand Ltd.3,575,192 3,575,192 278.47 4.43 0.00 0.00 
Nedbank Group Ltd.893,875 893,875 191.73 3.05 0.00 0.00 
Standard Bank Group Ltd.1,044,814 1,044,814 247.33 3.94 0.00 0.00 
Banks Total5,513,881 5,513,881 717.53 11.43 0.00 0.00 
Consumer Goods0.00 0.00 638.31 9.58 
Anheuser-Busch InBev SA/NV152,896 152,896 157.83 2.51 0.00 0.00 
Beverages Total152,896 152,896 157.83 2.51 638.31 9.58 
BlackRock ICS Euro Liquidity Fund2,300,000 2,300,000 46.75 0.74 0.00 0.00 
Cash Total2,300,000 2,300,000 46.75 0.74 0.00 0.00 
0.00 0.00 42.90 0.64 
Cash on call64.03 1.02 0.00 0.00 
Cash on call Total64.03 1.02 42.90 0.64 
AECI Ltd.2,102,260 2,102,260 204.21 3.25 0.00 0.00 
Sasol Ltd.430 430 0.05 0.00 0.00 0.00 
Chemicals Total2,102,690 2,102,690 204.26 3.25 0.00 0.00 
Curro Holdings Ltd.10,317,324 10,317,324 123.19 1.96 0.00 0.00 
Melco Resorts and Entertainment Ltd677,100 677,100 115.15 1.83 0.00 0.00 
Consumer Services Total10,994,424 10,994,424 238.34 3.80 0.00 0.00 
Galaxy Entertainment Group849,560 849,560 82.23 1.31 0.00 0.00 
Jumbo SA204,871 204,871 122.20 1.95 0.00 0.00 
Cyclical Goods & Services Total1,054,431 1,054,431 204.43 3.26 0.00 0.00 
Conocophillips Incorporated31,602 31,602 52.35 0.83 0.00 0.00 
Energy Total31,602 31,602 52.35 0.83 0.00 0.00 
Dollar General Corp38,792 38,792 69.02 1.10 0.00 0.00 
Equities Total38,792 38,792 69.02 1.10 0.00 0.00 
Nutun Ltd.21,906,008 21,906,008 22.02 0.35 0.00 0.00 
Finance and Credit Services Total21,906,008 21,906,008 22.02 0.35 0.00 0.00 
ST James Place866,189 866,189 254.10 4.05 0.00 0.00 
Financial Services Total866,189 866,189 254.10 4.05 0.00 0.00 
Becle SAB de CV7,310,311 7,310,311 133.27 2.12 0.00 0.00 
Budweiser Brewing Company APAC Ltd4,117,680 4,117,680 75.73 1.21 0.00 0.00 
Food & Beverage Total11,427,991 11,427,991 209.00 3.33 0.00 0.00 
Consumer Services0.00 0.00 562.84 8.45 
Food & Drug Retailers Total0.00 0.00 562.84 8.45 
Oceana Group Ltd.2,403,728 2,403,728 120.28 1.92 0.00 0.00 
Food Producers Total2,403,728 2,403,728 120.28 1.92 0.00 0.00 
European - Currency17.31 0.28 0.00 0.00 
Foreign - Money Market0.87 0.01 0.00 0.00 
Foreign Cash0.00 0.00 15.29 0.23 
United Kingdom - Currency16.02 0.26 0.00 0.00 
USA - Currency12.83 0.20 0.00 0.00 
For Currency Total47.02 0.75 15.29 0.23 
Foreign - Equities1.33 0.02 0.00 0.00 
Foreign - Unit Trusts1,260,000 1,260,000 29.56 0.47 0.00 0.00 
Foreign Direct Funds (FCIS Equity)0.00 0.00 527.96 7.92 
Total Foreign Equities0.00 0.00 1,316.25 19.75 
Foreign Invest Total1,260,000 1,260,000 30.89 0.49 1,844.21 27.68 
Basic Materials0.00 0.00 602.32 9.04 
Forestry & Paper Total0.00 0.00 602.32 9.04 
Domestic Funds (Equity)0.00 0.00 210.82 3.16 
Other Equities0.00 0.00 927.83 13.93 
General Equity Total0.00 0.00 1,138.65 17.09 
Financials0.00 0.00 1,074.79 16.13 
General Financial Total0.00 0.00 1,074.79 16.13 
Industrials0.00 0.00 546.96 8.21 
Mondi plc54,300 54,300 12.82 0.20 0.00 0.00 
General Industrials Total54,300 54,300 12.82 0.20 546.96 8.21 
Sabre Holdings Corporation790,150 790,150 25.13 0.40 0.00 0.00 
Goods & Services Total790,150 790,150 25.13 0.40 0.00 0.00 
Health Care0.00 0.00 196.72 2.95 
Health Care Equipment & Services Total0.00 0.00 196.72 2.95 
Netcare Ltd.14,579,311 14,579,311 208.63 3.32 0.00 0.00 
Health Care Providers Total14,579,311 14,579,311 208.63 3.32 0.00 0.00 
Anglo American plc390,390 390,390 251.83 4.01 0.00 0.00 
BHP Group Ltd.456,565 456,565 218.37 3.48 0.00 0.00 
Industrial Metals and Mining Total846,955 846,955 470.19 7.49 0.00 0.00 
Hudaco Industries Ltd.655,005 655,005 115.04 1.83 0.00 0.00 
Industrial Support Services Total655,005 655,005 115.04 1.83 0.00 0.00 
Super Group Ltd.9,122,223 9,122,223 116.31 1.85 0.00 0.00 
Industrial Transportation Total9,122,223 9,122,223 116.31 1.85 0.00 0.00 
Ninety One Ltd.2,480,604 2,480,604 112.84 1.80 0.00 0.00 
Ninety One plc348,661 348,661 16.36 0.26 0.00 0.00 
Reinet Investments SCA641,492 641,492 324.02 5.16 0.00 0.00 
Remgro Ltd.1,637,168 1,637,168 276.55 4.40 0.00 0.00 
Investment Banking and Brokerage Services Total5,107,925 5,107,925 729.77 11.62 0.00 0.00 
eMedia Holdings Ltd.687,028 687,028 1.20 0.02 0.00 0.00 
Media Total687,028 687,028 1.20 0.02 0.00 0.00 
Coronation Money Market - P850,000 850,000 0.91 0.01 0.00 0.00 
Nedgroup Inv Money Market - C4,750,000 4,750,000 4.84 0.08 0.00 0.00 
Ninety One Money Market - A500,000 500,000 0.50 0.01 0.00 0.00 
Prescient Money Market - B15,750,000 5,750,000 5.82 0.09 0.00 0.00 
Money Market Total11,850,000 11,850,000 12.07 0.19 0.00 0.00 
Aylett Global Equity - A1214,679 214,679 509.13 8.11 0.00 0.00 
Offshore Intern Total214,679 214,679 509.13 8.11 0.00 0.00 
The SPAR Group Ltd.1,785,599 1,785,599 172.70 2.75 0.00 0.00 
Personal Care, Drug and Grocery Stores Total1,785,599 1,785,599 172.70 2.75 0.00 0.00 
Impala Platinum Holdings Ltd.904,068 904,068 196.90 3.14 0.00 0.00 
Valterra Platinum Ltd.44,636 44,636 53.92 0.86 0.00 0.00 
Precious Metals and Mining Total948,704 948,704 250.82 3.99 0.00 0.00 
Bath & Body Works Inc230,071 230,071 103.62 1.65 0.00 0.00 
Diageo291,801 291,801 119.57 1.90 0.00 0.00 
Retail Total521,872 521,872 223.19 3.55 0.00 0.00 
We Buy Cars Holdings Ltd.6,242,121 6,242,121 346.44 5.52 0.00 0.00 
Retailers Total6,242,121 6,242,121 346.44 5.52 0.00 0.00 
British American Tobacco plc338,741 338,741 308.50 4.91 0.00 0.00 
Tobacco Total338,741 338,741 308.50 4.91 0.00 0.00 
Famous Brands Ltd.1,238,378 1,238,378 66.36 1.06 0.00 0.00 
Southern Sun Ltd.13,944,289 13,944,289 119.50 1.90 0.00 0.00 
Spur Corporation Ltd.2,431,236 2,431,236 82.93 1.32 0.00 0.00 
Tsogo Sun Ltd.10,827,249 10,827,249 70.49 1.12 0.00 0.00 
Travel and Leisure Total28,441,152 28,441,152 339.28 5.40 0.00 0.00 
Portfolio Total142,238,397 142,238,397 6,279.05 100.00 6,663.01 100.00