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BCI Best Blend Specialist Equity Fund  |  South African-Equity-General
2.0041    +0.0068    (+0.340%)
NAV price (ZAR) Wed 5 Nov 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Montauk Renewables Inc.123 476 0.02 0.02 353 0.01 0.01 
Alternative Energy Total123 476 0.02 0.02 353 0.01 0.01 
Absa Group Ltd.-445 6,310 1.14 1.19 6,755 1.19 1.19 
Capitec Bank Holdings Ltd.-47 660 2.29 2.39 707 2.51 2.53 
FirstRand Ltd.-2,689 39,006 3.04 3.17 41,695 3.18 3.19 
Investec Ltd.-129 1,836 0.24 0.25 1,965 0.26 0.26 
Investec plc-233 2,774 0.36 0.37 3,007 0.40 0.40 
Nedbank Group Ltd.-244 3,465 0.74 0.77 3,709 0.91 0.91 
Standard Bank Group Ltd.-709 10,051 2.37 2.48 10,760 2.45 2.46 
Banks Total-4,496 64,102 10.18 10.62 68,598 10.89 10.94 
Anheuser-Busch InBev SA/NV-84 682 0.70 0.73 766 0.93 0.94 
Beverages Total-84 682 0.70 0.73 766 0.93 0.94 
Cash on call0.95 0.99 -4.11 -4.13 
Margin Account0.04 0.04 0.03 0.03 
Cash on call Total0.99 1.04 -4.08 -4.10 
AECI Ltd.-69 824 0.08 0.08 893 0.09 0.10 
Omnia Holdings Ltd.-92 1,289 0.09 0.10 1,381 0.11 0.11 
Sasol Ltd.-316 4,488 0.48 0.50 4,804 0.39 0.39 
Chemicals Total-477 6,601 0.65 0.68 7,078 0.59 0.59 
PPC Ltd.-878 10,503 0.06 0.06 11,381 0.06 0.06 
Raubex Group Ltd.-116 1,370 0.06 0.06 1,486 0.07 0.07 
Wilson Bayly Holmes - Ovcon Ltd.-36 426 0.06 0.07 462 0.09 0.09 
Construction and Materials Total-1,030 12,299 0.18 0.19 13,329 0.21 0.21 
ADvTECH Ltd.-308 3,684 0.12 0.12 3,992 0.13 0.13 
Curro Holdings Ltd.330 4,235 0.05 0.05 3,905 0.04 0.04 
Consumer Services Total22 7,919 0.17 0.17 7,897 0.17 0.17 
Reunert Ltd.1,173 0.06 0.07 1,164 0.07 0.07 
Electronic and Electrical Equipment Total1,173 0.06 0.07 1,164 0.07 0.07 
iShares MSCI Japan ETF1,340 1,340 1.86 1.95 0.00 0.00 
iShares Russell 2000 ETF434 434 1.81 1.89 0.00 0.00 
Equities Total1,774 1,774 3.68 3.84 0.00 0.00 
1nvestGold ETF1,247 1,247 0.79 0.83 0.00 0.00 
Satrix MSCI China Feeder ETF-12,472 42,440 2.44 2.54 54,912 2.69 2.71 
Exchange Traded Funds Total-11,225 43,687 3.23 3.37 54,912 2.69 2.71 
Astral Foods Ltd.-51 308 0.06 0.07 359 0.06 0.06 
AVI Ltd.-185 2,621 0.26 0.27 2,806 0.26 0.27 
Oceana Group Ltd.-58 649 0.03 0.03 707 0.04 0.04 
Tiger Brands Ltd.-99 1,180 0.36 0.38 1,279 0.41 0.41 
Tongaat Hulett Ltd.-781 0.00 0.00 781 0.00 0.00 
Food Producers Total-1,174 4,758 0.72 0.75 5,932 0.78 0.78 
USA - Currency0.51 0.53 0.00 0.00 
For Currency Total0.51 0.53 0.00 0.00 
Prescient Core Equity - A2-3,357,342 1,046,512 1.98 2.07 4,403,854 7.34 7.37 
Satrix Capped Swix ALSI Fund - A2-396,216 133,119 1.97 2.06 529,335 7.12 7.16 
General Equity Total-3,753,558 1,179,631 3.96 4.13 4,933,189 14.46 14.53 
Barloworld Ltd.-90 1,079 0.13 0.13 1,169 0.13 0.13 
KAP Ltd.-2,538 21,824 0.04 0.04 24,362 0.05 0.05 
Mondi plc-81 1,443 0.34 0.36 1,524 0.44 0.45 
The Bidvest Group Ltd.-180 2,556 0.54 0.56 2,736 0.64 0.65 
General Industrials Total-2,889 26,902 1.04 1.09 29,791 1.27 1.27 
Life Healthcare Group Holdings Ltd.-899 10,694 0.12 0.13 11,593 0.17 0.17 
Netcare Ltd.-876 10,431 0.15 0.16 11,307 0.16 0.16 
Health Care Providers Total-1,775 21,125 0.27 0.29 22,900 0.32 0.32 
Sappi Ltd.-506 4,546 0.11 0.11 5,052 0.15 0.15 
Industrial Materials Total-506 4,546 0.11 0.11 5,052 0.15 0.15 
African Rainbow Minerals Ltd.-66 778 0.14 0.15 844 0.15 0.15 
Afrimat Ltd.-106 912 0.03 0.04 1,018 0.05 0.05 
Anglo American plc-216 2,454 1.58 1.65 2,670 1.39 1.40 
BHP Group Ltd.-138 1,180 0.56 0.59 1,318 0.56 0.56 
Glencore plc1,121 6,529 0.52 0.55 5,408 0.38 0.38 
Kumba Iron Ore Ltd.-34 408 0.13 0.14 442 0.13 0.13 
South32 Ltd.-411 2,257 0.07 0.07 2,668 0.09 0.09 
Industrial Metals and Mining Total150 14,518 3.05 3.19 14,368 2.73 2.75 
Hudaco Industries Ltd.-19 209 0.04 0.04 228 0.04 0.04 
Industrial Support Services Total-19 209 0.04 0.04 228 0.04 0.04 
Grindrod Ltd.-662 4,626 0.07 0.07 5,288 0.07 0.07 
Super Group Ltd.-296 2,533 0.03 0.03 2,829 0.05 0.05 
Industrial Transportation Total-958 7,159 0.10 0.11 8,117 0.11 0.11 
BCI GinsGlobal Global Equity Index Feeder - B-1,826,226 3,133,653 5.41 5.65 4,959,879 8.25 8.29 
Curate Momentum Global Emerging Markets Equity Feeder - B-1,909,202 3,337,999 3.78 3.94 5,247,201 5.65 5.67 
Curate Momentum Global Sustainable Equity Feeder - E-1,584,038 3,233,948 5.36 5.59 4,817,986 7.69 7.72 
Prescient China Balanced Feeder - A3-159,870 642,619 2.43 2.54 802,489 2.73 2.74 
International Total-5,479,336 10,348,219 16.98 17.72 15,827,555 24.31 24.42 
Alexander Forbes Group Holdings Ltd.-262 1,701 0.01 0.01 1,963 0.02 0.02 
Coronation Fund Managers Ltd.-265 2,201 0.10 0.10 2,466 0.10 0.10 
Hosken Consolidated Investments Ltd.-42 356 0.04 0.05 398 0.05 0.05 
JSE Ltd.-53 639 0.08 0.09 692 0.09 0.09 
Ninety One Ltd.-133 1,580 0.07 0.08 1,713 0.07 0.08 
Ninety One plc-204 1,377 0.06 0.07 1,581 0.07 0.07 
PSG Financial Services Ltd.-552 7,768 0.18 0.18 8,320 0.18 0.18 
Quilter plc-735 5,736 0.22 0.23 6,471 0.25 0.25 
Reinet Investments SCA-62 1,021 0.52 0.54 1,083 0.62 0.63 
Remgro Ltd.-270 3,805 0.64 0.67 4,075 0.64 0.64 
Investment Banking and Brokerage Services Total-2,578 26,184 1.93 2.01 28,762 2.10 2.11 
Discovery Ltd.-262 4,112 0.81 0.85 4,374 0.94 0.95 
Momentum Group Ltd.-810 9,702 0.32 0.33 10,512 0.36 0.36 
Old Mutual Ltd.-2,175 30,837 0.41 0.43 33,012 0.40 0.40 
Sanlam Ltd.-947 13,427 1.11 1.16 14,374 1.28 1.28 
Life Insurance Total-4,194 58,078 2.66 2.77 62,272 2.98 2.99 
eMedia Holdings Ltd.1,596 1,596 0.00 0.00 0.00 0.00 
Media Total1,596 1,596 0.00 0.00 0.00 0.00 
BCI Money Market - B11 0.00 0.00 11 0.00 0.00 
Money Market Total11 0.00 0.00 11 0.00 0.00 
OUTsurance Group Ltd.-384 6,636 0.47 0.49 7,020 0.55 0.55 
Santam Ltd.-27 317 0.12 0.12 344 0.15 0.15 
Non-life Insurance Total-411 6,953 0.59 0.62 7,364 0.70 0.70 
Ninety One GSF Global Gold Fund A Acc4,607 4.40 4.59 4,607 2.99 3.00 
Offshore Intern Total4,607 4.40 4.59 4,607 2.99 3.00 
Exxaro Resources Ltd.-153 1,834 0.33 0.34 1,987 0.29 0.29 
Thungela Resources Ltd.-73 863 0.08 0.08 936 0.08 0.08 
Oil, Gas and Coal Total-226 2,697 0.40 0.42 2,923 0.37 0.37 
Bid Corporation Ltd.-169 2,570 1.11 1.16 2,739 1.29 1.30 
Boxer Retail Ltd.-105 1,242 0.08 0.09 1,347 0.09 0.09 
Clicks Group Ltd.-128 1,813 0.64 0.67 1,941 0.72 0.73 
Dis-Chem Pharmacies Ltd.-138 4,019 0.13 0.14 4,157 0.14 0.14 
Pick n Pay Stores Ltd.-353 4,215 0.11 0.11 4,568 0.12 0.12 
Shoprite Holdings Ltd.-259 3,645 1.00 1.04 3,904 1.09 1.10 
The SPAR Group Ltd.-122 1,460 0.14 0.15 1,582 0.17 0.17 
Personal Care, Drug and Grocery Stores Total-1,274 18,964 3.21 3.35 20,238 3.63 3.65 
Compagnie Financière Richemont SA-37 360 1.18 1.23 397 1.32 1.33 
Personal Goods Total-37 360 1.18 1.23 397 1.32 1.33 
Adcock Ingram Holdings Ltd.-83 402 0.03 0.03 485 0.02 0.02 
Aspen Pharmacare Holdings Ltd.-211 2,990 0.29 0.30 3,201 0.38 0.38 
Pharmaceuticals and Biotechnology Total-294 3,392 0.32 0.33 3,686 0.41 0.41 
AngloGold Ashanti plc-187 2,718 3.23 3.37 2,905 2.32 2.33 
DRDGOLD Ltd.-273 3,243 0.15 0.16 3,516 0.08 0.08 
Gold Fields Ltd.-476 6,757 4.85 5.06 7,233 3.01 3.02 
Harmony Gold Mining Company Ltd.-297 4,202 1.29 1.35 4,499 1.09 1.09 
Impala Platinum Holdings Ltd.-422 5,988 1.30 1.36 6,410 1.02 1.03 
Northam Platinum Holdings Ltd.-190 2,698 0.75 0.79 2,888 0.56 0.56 
Pan African Resources plc-643 12,823 0.26 0.27 13,466 0.15 0.15 
Sibanye Stillwater Ltd.-1,513 21,445 1.05 1.10 22,958 0.74 0.74 
Valterra Platinum Ltd.674 1,692 2.04 2.13 1,018 0.81 0.81 
Precious Metals and Mining Total-3,327 61,566 14.93 15.59 64,893 9.77 9.81 
Fortress Real Estate Investments Ltd.-898 9,674 0.22 0.23 10,572 0.21 0.21 
Lighthouse Properties plc-690 8,253 0.06 0.07 8,943 0.07 0.07 
MAS plc-1,112 2,877 0.06 0.06 3,989 0.10 0.10 
NEPI Rockcastle NV-317 4,470 0.62 0.64 4,787 0.65 0.65 
Real Estate Investment and Services Total-3,017 25,274 0.96 1.01 28,291 1.03 1.03 
Attacq Ltd.-515 6,170 0.08 0.09 6,685 0.09 0.09 
Burstone Group Ltd.327 5,141 0.04 0.04 4,814 0.04 0.04 
Emira Property Fund Ltd.-125 1,718 0.02 0.02 1,843 0.02 0.02 
Equites Property Fund Ltd.-540 6,430 0.10 0.11 6,970 0.11 0.11 
Fairvest Ltd.-1,142 13,591 0.08 0.08 14,733 0.08 0.08 
Growthpoint Properties Ltd.-1,787 25,167 0.37 0.39 26,954 0.36 0.36 
Hammerson plc896 0.06 0.06 887 0.07 0.07 
Hyprop Investments Ltd.-250 2,981 0.14 0.14 3,231 0.14 0.14 
Redefine Properties Ltd.-3,792 53,398 0.26 0.28 57,190 0.26 0.26 
Resilient REIT Ltd.-187 2,233 0.14 0.15 2,420 0.15 0.15 
SA Corporate Real Estate Ltd.-4,947 18,613 0.06 0.06 23,560 0.07 0.07 
Shaftesbury Capital plc-141 1,217 0.04 0.04 1,358 0.05 0.05 
Sirius Real Estate Ltd.-470 3,611 0.08 0.08 4,081 0.10 0.10 
Stor-Age Property REIT Ltd.-286 3,417 0.05 0.05 3,703 0.06 0.06 
Vukile Property Fund Ltd.-683 9,683 0.20 0.21 10,366 0.20 0.20 
Real Estate Investment Trusts Total-14,529 154,266 1.74 1.81 168,795 1.79 1.80 
Cashbuild Ltd.-175 0.00 0.00 175 0.03 0.03 
Italtile Ltd.-299 3,333 0.03 0.03 3,632 0.04 0.04 
Motus Holdings Ltd.-39 1,194 0.12 0.13 1,233 0.12 0.12 
Mr Price Group Ltd.-160 1,912 0.39 0.41 2,072 0.46 0.46 
Pepkor Holdings Ltd.6,533 28,161 0.69 0.72 21,628 0.59 0.59 
The Foschini Group Ltd.-176 2,500 0.27 0.28 2,676 0.34 0.35 
Truworths International Ltd.-198 2,788 0.15 0.16 2,986 0.21 0.21 
We Buy Cars Holdings Ltd.-127 1,800 0.10 0.10 1,927 0.11 0.11 
Woolworths Holdings Ltd.-383 6,703 0.34 0.35 7,086 0.37 0.37 
Retailers Total4,976 48,391 2.09 2.19 43,415 2.27 2.28 
Altron Ltd.-168 1,873 0.03 0.04 2,041 0.04 0.04 
Bytes Technology Group plc590 0.05 0.06 582 0.07 0.07 
Datatec Ltd.-40 1,716 0.10 0.11 1,756 0.11 0.12 
Naspers Ltd.-90 1,212 7.64 7.97 1,302 7.22 7.25 
Prosus NV-232 2,079 2.55 2.66 2,311 2.29 2.30 
Software and Computer Services Total-522 7,470 10.38 10.83 7,992 9.74 9.78 
Blu Label Unlimited Group Ltd.-227 3,952 0.05 0.05 4,179 0.06 0.06 
MTN Group Ltd.-1,350 13,490 1.89 1.98 14,840 2.10 2.11 
MultiChoice Group Ltd.-117 1,650 0.21 0.22 1,767 0.21 0.21 
Telkom SA SOC Ltd.-174 2,071 0.11 0.11 2,245 0.12 0.12 
Vodacom Group Ltd.-325 4,570 0.61 0.63 4,895 0.67 0.67 
Telecommunications Service Providers Total-2,193 25,733 2.86 2.98 27,926 3.15 3.16 
British American Tobacco plc-229 1,477 1.35 1.40 1,706 1.46 1.46 
Tobacco Total-229 1,477 1.35 1.40 1,706 1.46 1.46 
Famous Brands Ltd.85 759 0.04 0.04 674 0.04 0.04 
Southern Sun Ltd.-340 5,913 0.05 0.05 6,253 0.06 0.06 
Sun International Ltd.-75 1,299 0.05 0.05 1,374 0.06 0.06 
Tsogo Sun Ltd.-339 3,792 0.02 0.03 4,131 0.03 0.03 
Travel and Leisure Total-669 11,763 0.17 0.18 12,432 0.19 0.19 
Portfolio Total-9,282,377 12,204,562 95.81 100.00 21,486,939 99.56 100.00