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BlueAlpha BCI Equity Fund  |  South African-Equity-General
2.4487    +0.0069    (+0.283%)
NAV price (ZAR) Wed 5 Nov 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Capitec Bank Holdings Ltd.-58 697 2.42 5.26 755 2.68 3.63 
FirstRand Ltd.-3,565 34,170 2.66 5.78 37,735 2.88 3.89 
Standard Bank Group Ltd.-697 8,445 2.00 4.34 9,142 2.08 2.82 
Banks Total-4,320 43,312 7.07 15.37 47,632 7.64 10.34 
Anheuser-Busch InBev SA/NV580 580 0.60 1.30 0.00 0.00 
Beverages Total580 580 0.60 1.30 0.00 0.00 
Cash on call2.67 5.80 26.35 35.65 
Margin Account0.00 0.00 3.32 4.49 
Cash on call Total2.67 5.81 29.67 40.14 
Raubex Group Ltd.-345 4,184 0.18 0.39 4,529 0.20 0.27 
Construction and Materials Total-345 4,184 0.18 0.39 4,529 0.20 0.27 
Alphabet Inc A-37 229 0.97 2.10 266 0.84 1.14 
Booking Holdings-1 0.75 1.64 0.91 1.23 
Marriott International-440 0.00 0.00 440 2.14 2.89 
Cyclical Goods & Services Total-478 237 1.72 3.74 715 3.89 5.26 
NewGold-35 420 0.26 0.56 455 0.25 0.33 
Exchange Traded Funds Total-35 420 0.26 0.56 455 0.25 0.33 
Goldman Sachs Group-47 0.00 0.00 47 0.58 0.78 
PayPal Holdings Inc705 705 0.85 1.85 0.00 0.00 
Financial Services Total658 705 0.85 1.85 47 0.58 0.78 
AVI Ltd.-273 3,310 0.33 0.71 3,583 0.34 0.46 
Tiger Brands Ltd.882 1,927 0.59 1.29 1,045 0.34 0.45 
Food Producers Total609 5,237 0.92 2.00 4,628 0.67 0.91 
USA - Currency0.67 1.46 0.75 1.01 
For Currency Total0.67 1.46 0.75 1.01 
Procter & Gamble Company-301 0.00 0.00 301 0.86 1.16 
United Rentals, Inc.-9 53 0.86 1.88 62 0.83 1.12 
Goods & Services Total-310 53 0.86 1.88 363 1.69 2.28 
Boston Scientific Corporation332 332 0.56 1.21 0.00 0.00 
Resmed Inc-117 0.00 0.00 117 0.53 0.72 
Ulta Beauty Inc84 84 0.80 1.75 0.00 0.00 
Vertex Pharmaceuticals Inc-15 96 0.66 1.43 111 0.87 1.18 
Healthcare Total284 512 2.02 4.38 228 1.40 1.90 
Anglo American plc-617 1,231 0.79 1.73 1,848 0.96 1.30 
BHP Group Ltd.700 700 0.33 0.73 0.00 0.00 
Glencore plc735 8,467 0.68 1.47 7,732 0.54 0.73 
Industrial Metals and Mining Total818 10,398 1.81 3.93 9,580 1.50 2.03 
Discovery Ltd.2,412 5,535 1.10 2.38 3,123 0.67 0.91 
Momentum Group Ltd.-42,072 12,522 0.41 0.90 54,594 1.88 2.54 
Life Insurance Total-39,660 18,057 1.51 3.28 57,717 2.55 3.45 
OUTsurance Group Ltd.-952 11,536 0.82 1.79 12,488 0.98 1.32 
Non-life Insurance Total-952 11,536 0.82 1.79 12,488 0.98 1.32 
Boxer Retail Ltd.-667 2,637 0.18 0.39 3,304 0.23 0.31 
Clicks Group Ltd.-170 2,067 0.73 1.59 2,237 0.83 1.13 
Shoprite Holdings Ltd.-2,903 1,015 0.28 0.60 3,918 1.10 1.48 
Personal Care, Drug and Grocery Stores Total-3,740 5,719 1.19 2.59 9,459 2.16 2.92 
Compagnie Financière Richemont SA-124 102 0.33 0.72 226 0.75 1.02 
Personal Goods Total-124 102 0.33 0.72 226 0.75 1.02 
AngloGold Ashanti plc-405 1,929 2.29 4.99 2,334 1.86 2.52 
Gold Fields Ltd.-499 6,042 4.33 9.42 6,541 2.72 3.68 
Impala Platinum Holdings Ltd.-4,380 7,530 1.64 3.56 11,910 1.90 2.57 
Northam Platinum Holdings Ltd.-259 3,134 0.87 1.90 3,393 0.66 0.89 
Valterra Platinum Ltd.-212 838 1.01 2.20 1,050 0.83 1.12 
Precious Metals and Mining Total-5,755 19,473 10.15 22.06 25,228 7.97 10.78 
Vukile Property Fund Ltd.-6,331 14,739 0.31 0.67 21,070 0.41 0.56 
Real Estate Investment Trusts Total-6,331 14,739 0.31 0.67 21,070 0.41 0.56 
Mr Price Group Ltd.-399 3,054 0.62 1.36 3,453 0.77 1.04 
Truworths International Ltd.315 5,191 0.28 0.62 4,876 0.35 0.47 
Retailers Total-84 8,245 0.91 1.97 8,329 1.11 1.51 
Naspers Ltd.-53 643 4.05 8.81 696 3.86 5.22 
Prosus NV-3 1,532 1.88 4.08 1,535 1.52 2.06 
Software and Computer Services Total-56 2,175 5.93 12.88 2,231 5.38 7.27 
Adobe Systems108 108 0.67 1.46 0.00 0.00 
Broadcom Corporation-32 204 1.16 2.51 236 1.13 1.53 
Fiserv Incorporated-136 0.00 0.00 136 0.42 0.56 
Meta Platforms Inc-9 52 0.67 1.45 61 0.80 1.08 
Microsoft Corporation-12 78 0.69 1.51 90 0.79 1.07 
Salesforce.com Inc-23 141 0.60 1.30 164 0.80 1.08 
Technology Total-104 583 3.79 8.23 687 3.93 5.32 
MTN Group Ltd.7,261 7,261 1.02 2.21 0.00 0.00 
Telecommunications Service Providers Total7,261 7,261 1.02 2.21 0.00 0.00 
British American Tobacco plc-39 476 0.43 0.94 515 0.44 0.60 
Tobacco Total-39 476 0.43 0.94 515 0.44 0.60 
Portfolio Total-52,123 154,004 46.02 100.00 206,127 73.92 100.00