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ClucasGray Equity Prescient Fund  |  South African-Equity-SA General
3.7101    +0.0821    (+2.263%)
NAV price (ZAR) Fri 20 Mar 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.812,839 812,839 147.12 9.02 0.00 0.00 
FirstRand Ltd.900,178 900,178 70.11 4.30 0.00 0.00 
Standard Bank Group Ltd.348,502 348,502 82.50 5.06 0.00 0.00 
Banks Total2,061,519 2,061,519 299.74 18.37 0.00 0.00 
Consumer Goods0.00 0.00 112.19 8.27 
Beverages Total0.00 0.00 112.19 8.27 
0.00 0.00 17.13 1.26 
Cash on call25.75 1.58 0.00 0.00 
Cash on call Total25.75 1.58 17.13 1.26 
AECI Ltd.399,279 399,279 38.79 2.38 0.00 0.00 
Sasol Ltd.464,748 464,748 49.89 3.06 0.00 0.00 
Chemicals Total864,027 864,027 88.68 5.44 0.00 0.00 
EPE Capital Partners Ltd.6,091,009 6,091,009 41.66 2.55 0.00 0.00 
Closed End Investments Total6,091,009 6,091,009 41.66 2.55 0.00 0.00 
Reunert Ltd.1,004,853 1,004,853 53.84 3.30 0.00 0.00 
Electronic and Electrical Equipment Total1,004,853 1,004,853 53.84 3.30 0.00 0.00 
Consumer Services0.00 0.00 227.95 16.80 
Food & Drug Retailers Total0.00 0.00 227.95 16.80 
Astral Foods Ltd.241,660 241,660 49.88 3.06 0.00 0.00 
Premier Group Ltd.224,335 224,335 34.09 2.09 0.00 0.00 
Food Producers Total465,995 465,995 83.97 5.15 0.00 0.00 
Basic Materials0.00 0.00 248.38 18.30 
Forestry & Paper Total0.00 0.00 248.38 18.30 
Other Equities0.00 0.00 99.52 7.33 
General Equity Total0.00 0.00 99.52 7.33 
Financials0.00 0.00 375.22 27.65 
General Financial Total0.00 0.00 375.22 27.65 
Industrials0.00 0.00 141.97 10.46 
Nampak Ltd.92,176 92,176 41.85 2.57 0.00 0.00 
General Industrials Total92,176 92,176 41.85 2.57 141.97 10.46 
Health Care0.00 0.00 49.70 3.66 
Health Care Equipment & Services Total0.00 0.00 49.70 3.66 
Life Healthcare Group Holdings Ltd.3,566,906 3,566,906 41.41 2.54 0.00 0.00 
Health Care Providers Total3,566,906 3,566,906 41.41 2.54 0.00 0.00 
African Rainbow Minerals Ltd.355,969 355,969 66.01 4.05 0.00 0.00 
Anglo American plc82,389 82,389 53.15 3.26 0.00 0.00 
Glencore plc579,029 579,029 46.32 2.84 0.00 0.00 
Industrial Metals and Mining Total1,017,387 1,017,387 165.48 10.14 0.00 0.00 
Metrofile Holdings Ltd.10,221,024 10,221,024 30.66 1.88 0.00 0.00 
Industrial Support Services Total10,221,024 10,221,024 30.66 1.88 0.00 0.00 
Reinet Investments SCA93,818 93,818 47.39 2.90 0.00 0.00 
Sabvest Capital Ltd.307,665 307,665 35.99 2.21 0.00 0.00 
Investment Banking and Brokerage Services Total401,483 401,483 83.38 5.11 0.00 0.00 
Momentum Group Ltd.918,532 918,532 30.23 1.85 0.00 0.00 
Old Mutual Ltd.6,262,562 6,262,562 83.35 5.11 0.00 0.00 
Life Insurance Total7,181,094 7,181,094 113.58 6.96 0.00 0.00 
Telecommunications0.00 0.00 55.03 4.05 
Mobile Telecommunications Total0.00 0.00 55.03 4.05 
Exxaro Resources Ltd.333,311 333,311 59.68 3.66 0.00 0.00 
Oil, Gas and Coal Total333,311 333,311 59.68 3.66 0.00 0.00 
Pick n Pay Stores Ltd.899,074 899,074 22.50 1.38 0.00 0.00 
Personal Care, Drug and Grocery Stores Total899,074 899,074 22.50 1.38 0.00 0.00 
Impala Platinum Holdings Ltd.180,460 180,460 39.30 2.41 0.00 0.00 
Valterra Platinum Ltd.56,054 56,054 67.71 4.15 0.00 0.00 
Precious Metals and Mining Total236,514 236,514 107.02 6.56 0.00 0.00 
KAL Group Ltd.1,175,361 1,175,361 48.90 3.00 0.00 0.00 
Motus Holdings Ltd.561,816 561,816 58.43 3.58 0.00 0.00 
The Foschini Group Ltd.445,145 445,145 48.31 2.96 0.00 0.00 
Retailers Total2,182,322 2,182,322 155.64 9.54 0.00 0.00 
Technology0.00 0.00 30.13 2.22 
Software & Computer Services Total0.00 0.00 30.13 2.22 
Naspers Ltd.14,336 14,336 90.34 5.54 0.00 0.00 
Prosus NV35,750 35,750 43.79 2.68 0.00 0.00 
Software and Computer Services Total50,086 50,086 134.13 8.22 0.00 0.00 
MTN Group Ltd.305,374 305,374 42.85 2.63 0.00 0.00 
Telecommunications Service Providers Total305,374 305,374 42.85 2.63 0.00 0.00 
British American Tobacco plc43,563 43,563 39.67 2.43 0.00 0.00 
Tobacco Total43,563 43,563 39.67 2.43 0.00 0.00 
Portfolio Total37,017,717 37,017,717 1,631.48 100.00 1,357.22 100.00