Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Sanlam Private Wealth SCI Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
3.2163    -0.0078    (-0.242%)
NAV price (ZAR) Mon 22 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.105,000 25.32 2.44 105,000 25.13 2.42 
Capitec Bank Holdings Ltd.1,117 4.60 0.44 1,117 4.64 0.45 
FirstRand Ltd.476,891 41.08 3.96 476,891 43.28 4.17 
Standard Bank Group Ltd.114,858 34.97 3.37 114,858 33.35 3.21 
Banks Total697,866 105.98 10.21 697,866 106.41 10.25 
SA Bond BNDS0.00 0.00 21.35 2.06 
SA Bond R203218,667,000 18.24 1.76 18,667,000 19.55 1.88 
SA Bond R203564,254,000 63.68 6.14 64,254,000 68.96 6.65 
SA Bond R203718,698,000 17.74 1.71 18,698,000 19.26 1.86 
SA Bond R204042,561,000 40.70 3.92 42,561,000 44.34 4.27 
Bond Total144,180,000 140.36 13.52 144,180,000 173.46 16.72 
iShares Short Treasury Bond ETF17,817 6.99 0.67 17,817 6.80 0.66 
Bonds Total17,817 6.99 0.67 17,817 6.80 0.66 
Cash on call25.52 2.46 38.76 3.73 
Cash on call Total25.52 2.46 38.76 3.73 
Sasol Ltd.-52,000 0.00 0.00 52,000 5.52 0.53 
Chemicals Total-52,000 0.00 0.00 52,000 5.52 0.53 
Bond Derivative24.12 2.32 0.00 0.00 
Derivatives Total24.12 2.32 0.00 0.00 
ChevronTexaco Corp2,800 2,800 9.92 0.96 0.00 0.00 
Energy Total2,800 2,800 9.92 0.96 0.00 0.00 
iShares MSCI World ESG Enhanced UCITS ETF8,700 30,146 92.89 8.95 21,446 66.02 6.36 
iShares MSCI World Fund15,000 17.34 1.67 15,000 16.40 1.58 
Vanguard FTSE Emerging Markets ETF24,950 50,950 47.14 4.54 26,000 23.16 2.23 
Equities Total33,650 96,096 157.37 15.16 62,446 105.58 10.17 
NewGold-20,400 41,296 29.97 2.89 61,696 41.02 3.95 
Exchange Traded Funds Total-20,400 41,296 29.97 2.89 61,696 41.02 3.95 
Satrix World Equity Tracker Fund335,988 10.97 1.06 335,988 11.02 1.06 
Scottish Mortgage Investment Trust Plc49,000 49,000 13.17 1.27 0.00 0.00 
Financial Services Total49,000 384,988 24.14 2.33 335,988 11.02 1.06 
European - Currency0.22 0.02 0.21 0.02 
United Kingdom - Currency0.23 0.02 0.00 0.00 
USA - Currency6.86 0.66 4.91 0.47 
For Currency Total7.31 0.70 5.12 0.49 
The Bidvest Group Ltd.84,864 19.31 1.86 84,864 20.15 1.94 
General Industrials Total84,864 19.31 1.86 84,864 20.15 1.94 
Netcare Ltd.722,200 11.93 1.15 722,200 11.43 1.10 
Health Care Providers Total722,200 11.93 1.15 722,200 11.43 1.10 
Anglo American plc15,365 11.06 1.07 15,365 10.53 1.01 
Glencore plc-40,000 179,116 22.93 2.21 219,116 19.97 1.92 
Industrial Metals and Mining Total-40,000 194,481 33.99 3.27 234,481 30.50 2.94 
Reinet Investments SCA19,600 10.84 1.04 19,600 11.37 1.10 
Remgro Ltd.69,736 13.15 1.27 69,736 12.66 1.22 
Investment Banking and Brokerage Services Total89,336 23.99 2.31 89,336 24.03 2.32 
Sanlam Ltd.111,067 9.88 0.95 111,067 10.94 1.05 
Life Insurance Total111,067 9.88 0.95 111,067 10.94 1.05 
eMedia Holdings Ltd.29,264 0.06 0.01 29,264 0.06 0.01 
Media Total29,264 0.06 0.01 29,264 0.06 0.01 
Momentum Money Market - C10.00 0.00 0.00 0.00 
Nedgroup Inv Money Market - D1,390 80,144 0.08 0.01 78,754 0.08 0.01 
SIM Money Market - B864 3,713 0.00 0.00 3,649 0.00 0.00 
Money Market Total1,454 83,859 0.08 0.01 82,405 0.08 0.01 
OUTsurance Group Ltd.135,000 135,000 9.40 0.91 0.00 0.00 
Non-life Insurance Total135,000 135,000 9.40 0.91 0.00 0.00 
iShares Global Infrastructure UCITS ETF270,340 31.88 3.07 270,340 28.41 2.74 
Sanlam Global High Quality - C GBP (Acc)1,386,723 60.16 5.80 1,386,723 63.22 6.09 
Sanlam Private Wealth Global Balanced - A-1,640,036 1,640,035 52.90 5.10 3,280,071 106.19 10.23 
Offshore Intern Total-1,640,036 3,297,098 144.94 13.97 4,937,134 197.81 19.06 
Bid Corporation Ltd.35,402 14.43 1.39 35,402 14.94 1.44 
Boxer Retail Ltd.66,853 5.02 0.48 66,853 4.77 0.46 
Clicks Group Ltd.44,929 13.01 1.25 44,929 15.12 1.46 
Shoprite Holdings Ltd.36,000 9.93 0.96 36,000 9.73 0.94 
Personal Care, Drug and Grocery Stores Total183,184 42.38 4.08 183,184 44.56 4.29 
Compagnie Financière Richemont SA6,659 19.70 1.90 6,659 24.15 2.33 
Personal Goods Total6,659 19.70 1.90 6,659 24.15 2.33 
Aspen Pharmacare Holdings Ltd.100,280 13.18 1.27 100,280 11.71 1.13 
Pharmaceuticals and Biotechnology Total100,280 13.18 1.27 100,280 11.71 1.13 
AngloGold Ashanti plc9,850 9,850 16.18 1.56 0.00 0.00 
Gold Fields Ltd.44,336 33.72 3.25 44,336 32.18 3.10 
Northam Platinum Holdings Ltd.12,000 56,429 19.19 1.85 44,429 14.98 1.44 
Valterra Platinum Ltd.14,294 20.03 1.93 14,294 20.15 1.94 
Precious Metals and Mining Total21,850 124,909 89.11 8.59 103,059 67.30 6.49 
Equites Property Fund Ltd.252,980 4.26 0.41 252,980 4.64 0.45 
Stor-Age Property REIT Ltd.428,550 7.16 0.69 428,550 7.68 0.74 
Real Estate Investment Trusts Total681,530 11.42 1.10 681,530 12.33 1.19 
Pepkor Holdings Ltd.228,000 643,998 14.55 1.40 415,998 11.00 1.06 
Retailers Total228,000 643,998 14.55 1.40 415,998 11.00 1.06 
Naspers Ltd.37,716 32.51 3.13 37,716 41.66 4.01 
Prosus NV26,513 20.38 1.96 26,513 27.14 2.62 
Software and Computer Services Total64,229 52.89 5.10 64,229 68.79 6.63 
Vodacom Group Ltd.65,000 9.38 0.90 65,000 9.19 0.89 
Telecommunications Service Providers Total65,000 9.38 0.90 65,000 9.19 0.89 
Portfolio Total-1,280,682 152,037,821 1,037.87 100.00 153,318,503 1,037.72 100.00