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BCI Enhanced Equity Fund  |  Worldwide-Equity-General
2.7076    +0.0144    (+0.535%)
NAV price (ZAR) Tue 28 Oct 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-1,553 96,680 17.49 1.60 98,233 17.26 1.76 
Capitec Bank Holdings Ltd.-161 10,035 34.82 3.19 10,196 36.25 3.69 
FirstRand Ltd.-9,541 594,107 46.25 4.24 603,648 46.01 4.68 
Investec Ltd.-463 28,830 3.69 0.34 29,293 3.87 0.39 
Investec plc-1,365 42,050 5.40 0.50 43,415 5.73 0.58 
Nedbank Group Ltd.-853 53,121 11.37 1.04 53,974 13.18 1.34 
Standard Bank Group Ltd.-2,460 153,204 36.20 3.32 155,664 35.45 3.61 
Banks Total-16,396 978,027 155.23 14.24 994,423 157.75 16.05 
Anheuser-Busch InBev SA/NV-751 10,208 10.54 0.97 10,959 13.36 1.36 
Beverages Total-751 10,208 10.54 0.97 10,959 13.36 1.36 
Cash on call5.56 0.51 9.31 0.95 
Cash on call Total5.56 0.51 9.31 0.95 
Sasol Ltd.-1,099 68,400 7.35 0.67 69,499 5.58 0.57 
Chemicals Total-1,099 68,400 7.35 0.67 69,499 5.58 0.57 
USA - Currency0.07 0.01 0.01 0.00 
For Currency Total0.07 0.01 0.01 0.00 
Foreign - Unit Trusts136.33 12.50 123.13 12.53 
Foreign Invest Total136.33 12.50 123.13 12.53 
Mondi plc-266 22,016 5.20 0.48 22,282 6.48 0.66 
The Bidvest Group Ltd.-637 39,628 8.36 0.77 40,265 9.47 0.96 
General Industrials Total-903 61,644 13.56 1.24 62,547 15.94 1.62 
Anglo American plc-1,014 37,340 24.09 2.21 38,354 19.97 2.03 
BHP Group Ltd.-962 17,887 8.55 0.78 18,849 8.02 0.82 
Glencore plc99,972 99,972 8.00 0.73 0.00 0.00 
Industrial Metals and Mining Total97,996 155,199 40.64 3.73 57,203 28.00 2.85 
Reinet Investments SCA-250 15,526 7.85 0.72 15,776 9.07 0.92 
Remgro Ltd.-934 58,147 9.82 0.90 59,081 9.30 0.95 
Investment Banking and Brokerage Services Total-1,184 73,673 17.67 1.62 74,857 18.38 1.87 
Discovery Ltd.-1,006 62,659 12.40 1.14 63,665 13.71 1.40 
Old Mutual Ltd.-7,708 479,945 6.39 0.59 487,653 5.85 0.60 
Sanlam Ltd.-3,285 204,587 16.98 1.56 207,872 18.47 1.88 
Life Insurance Total-11,999 747,191 35.77 3.28 759,190 38.03 3.87 
eMedia Holdings Ltd.24,398 24,398 0.04 0.00 0.00 0.00 
Media Total24,398 24,398 0.04 0.00 0.00 0.00 
OUTsurance Group Ltd.-1,601 99,695 7.12 0.65 101,296 7.94 0.81 
Non-life Insurance Total-1,601 99,695 7.12 0.65 101,296 7.94 0.81 
iShares Core MSCI World UCITS ETF59,454 129.42 11.87 59,454 124.36 12.66 
Offshore Intern Total59,454 129.42 11.87 59,454 124.36 12.66 
Bid Corporation Ltd.-629 39,160 16.92 1.55 39,789 18.79 1.91 
Clicks Group Ltd.-444 27,648 9.79 0.90 28,092 10.46 1.06 
Shoprite Holdings Ltd.-884 55,076 15.10 1.38 55,960 15.66 1.59 
Personal Care, Drug and Grocery Stores Total-1,957 121,884 41.80 3.83 123,841 44.91 4.57 
Compagnie Financière Richemont SA-198 5,474 17.90 1.64 5,672 18.90 1.92 
Personal Goods Total-198 5,474 17.90 1.64 5,672 18.90 1.92 
Aspen Pharmacare Holdings Ltd.-45,886 0.00 0.00 45,886 5.49 0.56 
Pharmaceuticals and Biotechnology Total-45,886 0.00 0.00 45,886 5.49 0.56 
AngloGold Ashanti plc-663 41,319 49.15 4.51 41,982 33.49 3.41 
Gold Fields Ltd.-1,653 102,948 73.83 6.77 104,601 43.50 4.43 
Harmony Gold Mining Company Ltd.-1,024 63,755 19.58 1.80 64,779 15.64 1.59 
Impala Platinum Holdings Ltd.-1,465 91,260 19.87 1.82 92,725 14.77 1.50 
Northam Platinum Holdings Ltd.-662 41,215 11.50 1.05 41,877 8.10 0.82 
Sibanye Stillwater Ltd.-5,261 327,577 16.11 1.48 332,838 10.75 1.09 
Valterra Platinum Ltd.10,478 25,494 30.80 2.82 15,016 11.88 1.21 
Precious Metals and Mining Total-250 693,568 220.82 20.25 693,818 138.14 14.06 
NEPI Rockcastle NV-1,109 69,050 9.52 0.87 70,159 9.51 0.97 
Real Estate Investment and Services Total-1,109 69,050 9.52 0.87 70,159 9.51 0.97 
Growthpoint Properties Ltd.-6,317 393,352 5.81 0.53 399,669 5.30 0.54 
Real Estate Investment Trusts Total-6,317 393,352 5.81 0.53 399,669 5.30 0.54 
Mr Price Group Ltd.-473 29,456 6.02 0.55 29,929 6.64 0.68 
Pepkor Holdings Ltd.116,703 430,518 10.54 0.97 313,815 8.56 0.87 
Woolworths Holdings Ltd.-1,685 104,957 5.26 0.48 106,642 5.54 0.56 
Retailers Total114,545 564,931 21.81 2.00 450,386 20.74 2.11 
Naspers Ltd.-296 18,465 116.36 10.67 18,761 103.98 10.58 
Prosus NV-1,895 31,460 38.53 3.53 33,355 33.03 3.36 
Software and Computer Services Total-2,191 49,925 154.89 14.21 52,116 137.01 13.94 
MTN Group Ltd.-9,047 205,178 28.78 2.64 214,225 30.26 3.08 
Vodacom Group Ltd.-1,117 69,533 9.23 0.85 70,650 9.65 0.98 
Telecommunications Service Providers Total-10,164 274,711 38.01 3.49 284,875 39.91 4.06 
British American Tobacco plc-2,006 22,462 20.46 1.88 24,468 20.91 2.13 
Tobacco Total-2,006 22,462 20.46 1.88 24,468 20.91 2.13 
Portfolio Total132,928 4,473,246 1,090.31 100.00 4,340,318 982.61 100.00