Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Celerity Ci Diversified Fund  |  South African-Multi Asset-High Equity
Reg Compliant
1.9503    +0.0255    (+1.322%)
NAV price (ZAR) Thu 18 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Energy Fuels Inc-8,663 0.00 0.00 8,663 2.09 1.81 
Hecla Mining Co1,285 7,129 2.27 1.72 5,844 1.86 1.61 
Basic Resources Total-7,378 7,129 2.27 1.72 14,507 3.95 3.43 
SA Bond I20331,763,000 2.46 1.86 1,763,000 2.50 2.17 
SA Bond R20325,950,000 5.81 4.41 5,950,000 6.23 5.41 
SA Bond R20355,324,880 5.28 4.00 5,324,880 5.71 4.96 
Bond Total13,037,880 13.55 10.27 13,037,880 14.44 12.54 
Cash on call10.71 8.12 6.61 5.74 
Margin Account0.92 0.70 0.18 0.15 
Cash on call Total11.63 8.82 6.78 5.89 
Sasol Ltd.-1,491 14,736 3.32 2.52 16,227 1.72 1.50 
Chemicals Total-1,491 14,736 3.32 2.52 16,227 1.72 1.50 
SanDisk Corporation235 235 2.56 1.94 0.00 0.00 
Cyclical Goods & Services Total235 235 2.56 1.94 0.00 0.00 
Centrus Energy Corporation-360 93 0.28 0.21 453 1.82 1.58 
Energy Total-360 93 0.28 0.21 453 1.82 1.58 
SPDR S&P 500 ETF261 437 4.86 3.69 176 1.99 1.73 
Vanguard FTSE Developed Markets ETF3,335 14,696 16.12 12.21 11,361 11.76 10.21 
Equities Total3,596 15,133 20.98 15.90 11,537 13.75 11.94 
1nvestGold ETF4,115 13,096 9.92 7.52 8,981 6.23 5.41 
Satrix JSE Global Equity ETF-19,470 41,333 4.15 3.14 60,803 5.94 5.16 
Exchange Traded Funds Total-15,355 54,429 14.07 10.66 69,784 12.18 10.58 
Cipher Mining Inc1,690 10,875 2.40 1.82 9,185 2.25 1.95 
Robinhood Markets Inc-562 0.00 0.00 562 1.05 0.91 
Financial Services Total1,128 10,875 2.40 1.82 9,747 3.30 2.87 
USA - Currency0.61 0.47 0.97 0.85 
For Currency Total0.61 0.47 0.97 0.85 
Bloom Energy Company93 1,281 2.97 2.25 1,188 1.71 1.49 
Coherent Corp343 343 1.40 1.06 0.00 0.00 
QuantumScape-6,194 0.00 0.00 6,194 1.07 0.93 
Goods & Services Total-5,758 1,624 4.37 3.31 7,382 2.78 2.41 
Revolution Medicines Inc181 181 0.30 0.23 0.00 0.00 
Healthcare Total181 181 0.30 0.23 0.00 0.00 
Anglo American plc-569 528 0.38 0.29 1,097 0.75 0.65 
Glencore plc28,814 28,814 3.69 2.79 0.00 0.00 
South32 Ltd.34,813 34,813 1.78 1.35 0.00 0.00 
Industrial Metals and Mining Total63,058 64,155 5.84 4.43 1,097 0.75 0.65 
Grindrod Ltd.26,695 42,127 0.79 0.60 15,432 0.26 0.23 
Super Group Ltd.-5,173 0.00 0.00 5,173 0.10 0.09 
Industrial Transportation Total21,522 42,127 0.79 0.60 20,605 0.36 0.31 
Ninety One plc-367 0.00 0.00 367 0.02 0.02 
Investment Banking and Brokerage Services Total-367 0.00 0.00 367 0.02 0.02 
Warner Bros. Discovery International-595 0.00 0.00 595 0.28 0.25 
Media Total-595 0.00 0.00 595 0.28 0.25 
Thungela Resources Ltd.17,634 17,634 2.96 2.24 0.00 0.00 
Oil, Gas and Coal Total17,634 17,634 2.96 2.24 0.00 0.00 
AngloGold Ashanti plc1,909 1,909 3.14 2.38 0.00 0.00 
Gold Fields Ltd.2,484 2,484 1.89 1.43 0.00 0.00 
Impala Platinum Holdings Ltd.-27,731 9,783 2.34 1.77 37,514 9.83 8.54 
Northam Platinum Holdings Ltd.-23,920 9,463 3.22 2.44 33,383 11.25 9.77 
Valterra Platinum Ltd.-4,867 2,198 3.08 2.33 7,065 9.96 8.65 
Precious Metals and Mining Total-52,125 25,837 13.66 10.35 77,962 31.04 26.96 
NEPI Rockcastle NV8,100 19,790 2.69 2.04 11,690 1.70 1.48 
Real Estate Investment and Services Total8,100 19,790 2.69 2.04 11,690 1.70 1.48 
Hammerson plc-128 0.00 0.00 128 0.01 0.01 
Shaftesbury Capital plc37,000 72,000 2.09 1.58 35,000 1.13 0.98 
Sirius Real Estate Ltd.52,000 120,693 2.55 1.93 68,693 1.49 1.29 
Real Estate Investment Trusts Total88,872 192,693 4.63 3.51 103,821 2.63 2.29 
Wayfair Inc-206 0.00 0.00 206 0.34 0.30 
Retail Total-206 0.00 0.00 206 0.34 0.30 
Bytes Technology Group plc-69 0.00 0.00 69 0.01 0.00 
Datatec Ltd.-4,673 2,107 0.15 0.11 6,780 0.54 0.47 
Prosus NV-106 0.00 0.00 106 0.11 0.09 
Software and Computer Services Total-4,848 2,107 0.15 0.11 6,955 0.65 0.56 
Applied Digital Corporation538 5,787 2.35 1.78 5,249 2.13 1.85 
Ciena Corporation328 521 3.46 2.62 193 0.75 0.65 
Credo Technology Group Holding-227 0.00 0.00 227 0.54 0.47 
Hut 8 Mining Corp1,218 1,399 1.12 0.85 181 0.14 0.12 
Kratos Defense & Security Solutions Inc.-1,055 81 0.10 0.07 1,136 1.43 1.24 
Micron Technology376 444 2.57 1.95 68 0.32 0.28 
Palantir Technologies-47 0.00 0.00 47 0.14 0.12 
Planet Labs PBC1,410 1,410 0.67 0.51 0.00 0.00 
Rigetti Computing Inc-1,638 0.00 0.00 1,638 0.60 0.52 
Teradyne Incorporated619 619 3.14 2.38 0.00 0.00 
Western Digital Corporation-211 978 4.53 3.43 1,189 3.39 2.95 
Technology Total1,311 11,239 17.95 13.60 9,928 9.44 8.20 
AST SpaceMobile Inc-466 428 0.61 0.46 894 1.08 0.93 
Lumentum Holdings Inc.-190 393 4.73 3.58 583 3.56 3.09 
Telecom Total-656 821 5.33 4.04 1,477 4.64 4.03 
MTN Group Ltd.-980 8,317 1.63 1.23 9,297 1.58 1.37 
Telecommunications Service Providers Total-980 8,317 1.63 1.23 9,297 1.58 1.37 
Portfolio Total115,518 13,527,035 131.97 100.00 13,411,517 115.14 100.00