Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Buy Now!
Manager's
Fact Sheet
Fund Profile
Manager's Commentary
BlueAlpha BCI Global Equity Fund  |  Global-Equity-General
4.5684    -0.0614    (-1.326%)
NAV price (ZAR) Wed 5 Nov 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Autozone Incorporated-27 480 35.45 3.34 507 32.54 2.96 
Volkswagen AG-10,195 0.00 0.00 10,195 19.03 1.73 
Auto Total-10,222 480 35.45 3.34 10,702 51.56 4.70 
Cash on call-2.51 -0.24 -26.20 -2.39 
Margin Account3.42 0.32 4.57 0.42 
Cash on call Total0.91 0.08 -21.63 -1.97 
Alibaba Group Holdings Limited15,598 48.50 4.57 15,598 32.19 2.93 
Consumer Services Total15,598 48.50 4.57 15,598 32.19 2.93 
Accenture Ltd6,232 26.60 2.51 6,232 32.74 2.98 
Alphabet Inc A-1,627 10,273 43.33 4.08 11,900 37.77 3.44 
Booking Holdings-11 332 31.30 2.95 343 34.72 3.16 
Crocs Inc12,315 17.83 1.68 12,315 22.56 2.05 
Deckers Outdoor Corporation15,762 28.13 2.65 15,762 29.20 2.66 
NVR Incorporated90 12.59 1.19 90 11.80 1.08 
Tencent Holdings Ltd19,610 28.88 2.72 19,610 22.34 2.04 
Cyclical Goods & Services Total-1,638 64,614 188.66 17.76 66,252 191.13 17.41 
Kla Tencor-236 2,194 40.35 3.80 2,430 38.45 3.50 
Equities Total-236 2,194 40.35 3.80 2,430 38.45 3.50 
Blackrock Inc-252 1,822 37.02 3.49 2,074 38.64 3.52 
Blackstone Group LP-1,820 12,168 37.04 3.49 13,988 37.58 3.42 
Mastercard Inc3,373 33.12 3.12 3,373 33.00 3.01 
MSCI Inc2,286 22.48 2.12 2,286 23.43 2.13 
PayPal Holdings Inc-18,663 0.00 0.00 18,663 24.43 2.23 
Financial Services Total-20,735 19,649 129.65 12.21 40,384 157.08 14.31 
Denmark - Currency0.20 0.02 0.00 0.00 
European - Currency-0.08 -0.01 1.94 0.18 
Hong Kong - Currency0.37 0.04 0.55 0.05 
Japan - Currency0.01 0.00 0.01 0.00 
United Kingdom - Currency0.55 0.05 0.58 0.05 
USA - Currency1.86 0.18 3.74 0.34 
For Currency Total2.92 0.28 6.82 0.62 
ASM Lithography Holding NV-2,406 0.00 0.00 2,406 34.10 3.11 
ASML Holding NV2,406 2,406 40.31 3.80 0.00 0.00 
United Rentals, Inc.-601 2,156 35.17 3.31 2,757 36.89 3.36 
Goods & Services Total-601 4,562 75.48 7.11 5,163 70.99 6.47 
AbbVie Inc-880 9,620 37.10 3.49 10,500 34.03 3.10 
Novo-Nordisk A/S27,205 25.49 2.40 27,205 33.65 3.07 
Resmed Inc-598 7,199 33.72 3.18 7,797 35.37 3.22 
Ulta Beauty Inc-350 3,766 36.04 3.39 4,116 33.54 3.05 
United Health Group-199 3,650 21.77 2.05 3,849 21.15 1.93 
Healthcare Total-2,027 51,440 154.13 14.51 53,467 157.75 14.37 
Berkshire Hathaway Inc3,673 31.69 2.98 3,673 31.72 2.89 
Insurance Total3,673 31.69 2.98 3,673 31.72 2.89 
BCI Money Market - B-1,255,790 1.29 0.12 1,255,790 1.26 0.12 
Money Market Total-1,255,790 1.29 0.12 1,255,790 1.26 0.12 
Adobe Systems4,149 25.77 2.43 4,149 28.46 2.59 
Amazon.Com-873 8,717 33.47 3.15 9,590 38.07 3.47 
Arista Networks Inc-700 14,004 34.70 3.27 14,704 25.98 2.37 
Broadcom Corporation-2,245 6,194 35.10 3.31 8,439 40.41 3.68 
Meta Platforms Inc-190 2,633 33.83 3.19 2,823 36.82 3.35 
Microsoft Corporation-480 3,960 35.22 3.32 4,440 39.15 3.57 
Nvidia Corporation-3,723 11,081 34.83 3.28 14,804 41.52 3.78 
Qualcomm AG-655 12,406 35.44 3.34 13,061 36.82 3.35 
Salesforce.com Inc4,566 19.37 1.82 4,566 22.22 2.02 
ServiceNow Inc-30 1,881 30.59 2.88 1,911 34.74 3.16 
SSC Technologies-2,178 22,755 34.65 3.26 24,933 36.28 3.30 
Technology Total-11,074 92,346 352.97 33.24 103,420 380.48 34.66 
Portfolio Total-1,302,323 254,556 1,061.99 100.00 1,556,879 1,097.81 100.00