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Sanlam Private Wealth SCI Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
3.2470    -0.0055    (-0.169%)
NAV price (ZAR) Fri 24 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.105,000 25.13 2.42 105,000 19.01 1.92 
Capitec Bank Holdings Ltd.1,117 4.64 0.45 1,117 3.88 0.39 
FirstRand Ltd.96,888 476,891 43.28 4.17 380,003 29.51 2.99 
Standard Bank Group Ltd.114,858 33.35 3.21 114,858 27.15 2.75 
Banks Total96,888 697,866 106.41 10.25 600,978 79.56 8.05 
SA Bond BNDS21.35 2.06 0.00 0.00 
SA Bond R203218,667,000 19.55 1.88 18,667,000 18.43 1.87 
SA Bond R203564,254,000 68.96 6.65 64,254,000 63.59 6.44 
SA Bond R203718,698,000 19.26 1.86 18,698,000 17.48 1.77 
SA Bond R204042,561,000 44.34 4.27 42,561,000 39.63 4.01 
Bond Total144,180,000 173.46 16.72 144,180,000 139.13 14.08 
iShares Short Treasury Bond ETF17,817 6.80 0.66 17,817 7.11 0.72 
Bonds Total17,817 6.80 0.66 17,817 7.11 0.72 
Cash on call38.76 3.73 19.56 1.98 
Cash on call Total38.76 3.73 19.56 1.98 
Sasol Ltd.-26,400 52,000 5.52 0.53 78,400 8.42 0.85 
Chemicals Total-26,400 52,000 5.52 0.53 78,400 8.42 0.85 
iShares MSCI World ESG Enhanced UCITS ETF21,446 66.02 6.36 21,446 67.18 6.80 
iShares MSCI World Fund15,000 16.40 1.58 15,000 16.89 1.71 
Vanguard FTSE Emerging Markets ETF26,000 26,000 23.16 2.23 0.00 0.00 
Equities Total26,000 62,446 105.58 10.17 36,446 84.07 8.51 
NewGold61,696 41.02 3.95 61,696 37.96 3.84 
Exchange Traded Funds Total61,696 41.02 3.95 61,696 37.96 3.84 
Exchange Traded Notes-94,000 0.00 0.00 94,000 11.80 1.19 
Exchange Traded Notes Total-94,000 0.00 0.00 94,000 11.80 1.19 
Satrix World Equity Tracker Fund335,988 11.02 1.06 335,988 11.14 1.13 
Financial Services Total335,988 11.02 1.06 335,988 11.14 1.13 
European - Currency0.21 0.02 0.22 0.02 
USA - Currency4.91 0.47 28.65 2.90 
For Currency Total5.12 0.49 28.88 2.92 
The Bidvest Group Ltd.84,864 20.15 1.94 84,864 17.98 1.82 
General Industrials Total84,864 20.15 1.94 84,864 17.98 1.82 
Netcare Ltd.-331,200 722,200 11.43 1.10 1,053,400 14.96 1.51 
Health Care Providers Total-331,200 722,200 11.43 1.10 1,053,400 14.96 1.51 
Anglo American plc-4,400 15,365 10.53 1.01 19,765 12.78 1.29 
Glencore plc219,116 19.97 1.92 219,116 17.46 1.77 
Industrial Metals and Mining Total-4,400 234,481 30.50 2.94 238,881 30.24 3.06 
Reinet Investments SCA19,600 11.37 1.10 19,600 9.90 1.00 
Remgro Ltd.69,736 12.66 1.22 69,736 11.70 1.18 
Investment Banking and Brokerage Services Total89,336 24.03 2.32 89,336 21.59 2.19 
Sanlam Ltd.111,067 10.94 1.05 111,067 9.28 0.94 
Life Insurance Total111,067 10.94 1.05 111,067 9.28 0.94 
eMedia Holdings Ltd.29,264 0.06 0.01 29,261 0.05 0.01 
Media Total29,264 0.06 0.01 29,261 0.05 0.01 
Momentum Money Market - C10.00 0.00 0.00 0.00 
Nedgroup Inv Money Market - D1,432 78,754 0.08 0.01 77,322 0.08 0.01 
SIM Money Market - B866 3,649 0.00 0.00 3,583 0.00 0.00 
Money Market Total1,498 82,405 0.08 0.01 80,907 0.08 0.01 
iShares Global Infrastructure UCITS ETF270,340 28.41 2.74 270,340 29.44 2.98 
Sanlam Global High Quality - C GBP (Acc)1,386,723 63.22 6.09 1,386,723 64.70 6.55 
Sanlam Private Wealth Global Balanced - A3,280,071 106.19 10.23 3,280,071 107.78 10.91 
Offshore Intern Total4,937,134 197.81 19.06 4,937,134 201.92 20.44 
Bid Corporation Ltd.35,402 14.94 1.44 35,402 15.30 1.55 
Boxer Retail Ltd.66,853 4.77 0.46 66,853 4.62 0.47 
Clicks Group Ltd.18,629 44,929 15.12 1.46 26,300 9.27 0.94 
Shoprite Holdings Ltd.36,000 9.73 0.94 36,000 9.86 1.00 
Personal Care, Drug and Grocery Stores Total18,629 183,184 44.56 4.29 164,555 39.06 3.95 
Compagnie Financière Richemont SA-850 6,659 24.15 2.33 7,509 24.55 2.48 
Personal Goods Total-850 6,659 24.15 2.33 7,509 24.55 2.48 
Aspen Pharmacare Holdings Ltd.100,280 11.71 1.13 100,280 9.72 0.98 
Pharmaceuticals and Biotechnology Total100,280 11.71 1.13 100,280 9.72 0.98 
Gold Fields Ltd.44,336 32.18 3.10 44,336 32.32 3.27 
Northam Platinum Holdings Ltd.44,429 14.98 1.44 44,429 12.48 1.26 
Valterra Platinum Ltd.14,294 20.15 1.94 14,294 17.66 1.79 
Precious Metals and Mining Total103,059 67.30 6.49 103,059 62.47 6.32 
Equites Property Fund Ltd.252,980 4.64 0.45 252,980 4.06 0.41 
Stor-Age Property REIT Ltd.428,550 7.68 0.74 428,550 6.64 0.67 
Real Estate Investment Trusts Total681,530 12.33 1.19 681,530 10.71 1.08 
Pepkor Holdings Ltd.415,998 11.00 1.06 415,998 10.11 1.02 
Retailers Total415,998 11.00 1.06 415,998 10.11 1.02 
Naspers Ltd.31,028 37,716 41.66 4.01 6,688 41.83 4.23 
Prosus NV-20,744 26,513 27.14 2.62 47,257 57.21 5.79 
Software and Computer Services Total10,284 64,229 68.79 6.63 53,945 99.05 10.02 
Vodacom Group Ltd.65,000 9.19 0.89 65,000 8.66 0.88 
Telecommunications Service Providers Total65,000 9.19 0.89 65,000 8.66 0.88 
Portfolio Total-303,548 153,318,503 1,037.72 100.00 153,622,051 988.04 100.00