Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Stonehage Fleming BCI Worldwide Multi Asset Flexible Fund  |  Worldwide-Multi Asset-Flexible
2.3191    -0.0050    (-0.215%)
NAV price (ZAR) Wed 29 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Allison Transmission30,815 59.03 3.94 30,815 50.41 3.29 
Bollore Logistics-183,820 268,180 25.28 1.69 452,000 41.92 2.73 
Auto Total-183,820 298,995 84.30 5.63 482,815 92.33 6.02 
Absa Group Ltd.-60,000 0.00 0.00 60,000 14.36 0.94 
FirstRand Ltd.-330,000 852,040 75.11 5.02 1,182,040 107.27 6.99 
Banks Total-390,000 852,040 75.11 5.02 1,242,040 121.63 7.93 
Agnico-Eagle Mines Ltd-5,218 0.00 0.00 5,218 14.83 0.97 
Alamos Gold Inc28,000 19.89 1.33 28,000 18.11 1.18 
Basic Resources Total-5,218 28,000 19.89 1.33 33,218 32.94 2.15 
iShares USD Treasury Bond 3-7yr UCITS ETF8,502 17.13 1.14 8,502 16.81 1.10 
Bonds Total8,502 17.13 1.14 8,502 16.81 1.10 
Cash on call-0.04 0.00 16.96 1.11 
Cash on call Total-0.04 0.00 16.96 1.11 
CF Industries Holdings Inc-5,820 7,787 18.23 1.22 13,607 17.31 1.13 
Chemicals Total-5,820 7,787 18.23 1.22 13,607 17.31 1.13 
Alphabet Inc A1,520 9,070 42.20 2.82 7,550 39.19 2.55 
Booking Holdings110 633 44.34 2.96 523 46.94 3.06 
Crocs Inc14,987 20.40 1.36 14,987 21.48 1.40 
McDonald's Corporation3,997 20.98 1.40 3,997 20.36 1.33 
Cyclical Goods & Services Total1,630 28,687 127.92 8.55 27,057 127.98 8.34 
Glencore International PLC-86,093 0.00 0.00 86,093 7.80 0.51 
Energy Total-86,093 0.00 0.00 86,093 7.80 0.51 
Coronation Global Emerging Markets Fund58,306 145,256 33.71 2.25 86,950 22.68 1.48 
Equities Total58,306 145,256 33.71 2.25 86,950 22.68 1.48 
NewGold70,349 50.71 3.39 70,349 46.77 3.05 
Exchange Traded Funds Total70,349 50.71 3.39 70,349 46.77 3.05 
Domino' S Pizza, Inc290,000 11.37 0.76 290,000 11.20 0.73 
Food & Beverage Total290,000 11.37 0.76 290,000 11.20 0.73 
European - Currency0.20 0.01 0.20 0.01 
United Kingdom - Currency0.33 0.02 0.32 0.02 
USA - Currency45.66 3.05 91.28 5.95 
For Currency Total46.19 3.09 91.80 5.98 
Foreign - Bonds46.41 3.10 83.08 5.41 
Foreign - Equities82.18 5.49 51.71 3.37 
Foreign - Unit Trust - Bonds51,225 51,225 104.42 6.98 0.00 0.00 
Foreign - Unit Trusts185.35 12.39 148.52 9.68 
Foreign Invest Total51,225 51,225 418.35 27.96 283.30 18.46 
Paychex Incorporated9,129 14.46 0.97 9,129 17.12 1.12 
Goods & Services Total9,129 14.46 0.97 9,129 17.12 1.12 
McKesson HBOC Incorporated3,400 49.79 3.33 3,400 46.55 3.03 
Healthcare Total3,400 49.79 3.33 3,400 46.55 3.03 
PortfolioMetrix BCI Dynamic Income - B475,162 22,131,470 25.66 1.71 21,656,308 25.85 1.68 
Income Total475,162 22,131,470 25.66 1.71 21,656,308 25.85 1.68 
Afrimat Ltd.176,000 386,000 14.28 0.95 210,000 8.65 0.56 
Glencore plc-330,000 0.00 0.00 330,000 30.08 1.96 
Industrial Metals and Mining Total-154,000 386,000 14.28 0.95 540,000 38.73 2.52 
Grindrod Ltd.927,231 17.06 1.14 927,231 15.76 1.03 
Industrial Transportation Total927,231 17.06 1.14 927,231 15.76 1.03 
Berkshire Hathaway Inc4,232 34.17 2.28 4,232 35.25 2.30 
Elevance Health Inc7,360 35.66 2.38 7,360 42.46 2.77 
Insurance Total11,592 69.83 4.67 11,592 77.71 5.06 
Coronation Fund Managers Ltd.335,000 14.75 0.99 335,000 15.66 1.02 
Investment Banking and Brokerage Services Total335,000 14.75 0.99 335,000 15.66 1.02 
Warner Bros. Discovery International-22,000 0.00 0.00 22,000 10.53 0.69 
Media Total-22,000 0.00 0.00 22,000 10.53 0.69 
Bid Corporation Ltd.92,000 37.64 2.51 92,000 38.81 2.53 
Boxer Retail Ltd.101,000 231,000 17.39 1.16 130,000 9.28 0.60 
Clicks Group Ltd.23,600 52,600 15.21 1.02 29,000 9.76 0.64 
Shoprite Holdings Ltd.28,000 65,500 18.22 1.22 37,500 10.13 0.66 
Personal Care, Drug and Grocery Stores Total152,600 441,100 88.45 5.91 288,500 67.98 4.43 
Compagnie Financière Richemont SA20,000 58.73 3.92 20,000 72.54 4.73 
Personal Goods Total20,000 58.73 3.92 20,000 72.54 4.73 
Pan African Resources plc280,000 280,000 8.55 0.57 0.00 0.00 
Precious Metals and Mining Total280,000 280,000 8.55 0.57 0.00 0.00 
Diageo65,997 20.93 1.40 65,997 23.57 1.54 
Lululemon Athletica Incorporated6,199 15.38 1.03 6,199 21.60 1.41 
Swatch Group AG3,650 13.43 0.90 3,650 12.82 0.84 
Retail Total75,846 49.74 3.32 75,846 57.99 3.78 
Pepkor Holdings Ltd.616,700 616,700 13.84 0.93 0.00 0.00 
Retailers Total616,700 616,700 13.84 0.93 0.00 0.00 
Naspers Ltd.27,500 23.58 1.58 27,500 30.37 1.98 
Prosus NV9,055 134,034 102.42 6.84 124,979 127.92 8.34 
Software and Computer Services Total9,055 161,534 126.01 8.42 152,479 158.29 10.32 
British American Tobacco plc42,000 42.49 2.84 42,000 40.10 2.61 
Tobacco Total42,000 42.49 2.84 42,000 40.10 2.61 
Portfolio Total797,727 27,221,843 1,496.52 100.00 26,424,116 1,534.32 100.00