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Fairtree BCI Select Cautious Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
1.7280    -0.0094    (-0.541%)
NAV price (ZAR) Thu 8 Jan 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.16,950 52,665 9.53 0.85 35,715 6.28 0.69 
Capitec Bank Holdings Ltd.277 2,448 8.50 0.76 2,171 7.72 0.85 
FirstRand Ltd.-33,603 272,631 21.22 1.89 306,234 23.34 2.58 
Investec Ltd.-581 0.00 0.00 581 0.08 0.01 
Investec plc-4,072 12,554 1.61 0.14 16,626 2.20 0.24 
Nedbank Group Ltd.18,381 71,465 15.30 1.37 53,084 12.96 1.43 
Standard Bank Group Ltd.3,516 50,896 12.02 1.07 47,380 10.79 1.19 
Banks Total868 462,659 68.18 6.08 461,791 63.36 6.99 
Anheuser-Busch InBev SA/NV3,433 4,558 4.71 0.42 1,125 1.37 0.15 
Beverages Total3,433 4,558 4.71 0.42 1,125 1.37 0.15 
SA Bond ABH0011,900,000 1.91 0.17 1,900,000 1.91 0.21 
SA Bond ASN9308,100,000 8.47 0.76 8,100,000 8.41 0.93 
SA Bond ASN9326,500,000 6.61 0.59 6,500,000 6.36 0.70 
SA Bond BAW415,900,000 6.03 0.54 5,900,000 6.00 0.66 
SA Bond BID185,300,000 5.39 0.48 5,300,000 5.39 0.60 
SA Bond BNDS0.45 0.04 0.52 0.06 
SA Bond BNPP137,000,000 5.59 0.50 7,000,000 5.43 0.60 
SA Bond EMM05507,675 0.52 0.05 507,675 0.50 0.06 
SA Bond ERSA321,000,000 1.01 0.09 1,000,000 1.02 0.11 
SA Bond ERSA338,700,000 8.80 0.79 8,700,000 8.80 0.97 
SA Bond FRB298,800,000 9.03 0.81 8,800,000 9.06 1.00 
SA Bond FRB403,700,000 3.76 0.34 3,700,000 3.75 0.41 
SA Bond FRC381-40,020 2,879,970 2.89 0.26 2,919,990 2.96 0.33 
SA Bond FRC416-26,680 1,919,980 2.02 0.18 1,946,660 2.07 0.23 
SA Bond IDCG233,000,000 3.01 0.27 3,000,000 3.01 0.33 
SA Bond INLV075,000,000 5.06 0.45 5,000,000 5.06 0.56 
SA Bond MTN49-6,100,000 0.00 0.00 6,100,000 6.20 0.68 
SA Bond NGL08-7,300,000 0.00 0.00 7,300,000 7.51 0.83 
SA Bond NGL1320,000,000 20.22 1.80 20,000,000 20.24 2.23 
SA Bond NQ1B20500,000 0.55 0.05 500,000 0.54 0.06 
SA Bond PEP077,000,000 7.07 0.63 7,000,000 7.06 0.78 
SA Bond SBT104-5,000,000 0.00 0.00 5,000,000 5.04 0.56 
SA Bond SBT20812,000,000 12.14 1.08 12,000,000 12.18 1.34 
SA Bond SBT20929,000,000 29.19 2.60 29,000,000 29.23 3.23 
SA Bond SBT21258,000,000 58,000,000 58.70 5.24 0.00 0.00 
SA Bond SLRC111,000,000 1.01 0.09 1,000,000 1.01 0.11 
SA Bond SPDA183,000,000 3.04 0.27 3,000,000 3.03 0.33 
SA Bond TH17C15,000,000 5.05 0.45 5,000,000 5.06 0.56 
SA Bond TH17D14,000,000 4.05 0.36 4,000,000 4.05 0.45 
SA Bond TH17D34,500,000 4.55 0.41 4,500,000 4.56 0.50 
SA Bond TH19C33,000,000 3.03 0.27 3,000,000 3.03 0.33 
SA Bond TNFG3210,000,000 10,000,000 10.15 0.91 0.00 0.00 
SA Bond TRA4B11,418,153 1.03 0.09 1,418,153 1.08 0.12 
SA Bond TRA5C2700,000 0.19 0.02 700,000 0.29 0.03 
Bond Total49,533,300 229,325,778 230.50 20.57 179,792,478 180.38 19.90 
Cash on call123.17 10.99 73.92 8.16 
Margin Account3.13 0.28 3.32 0.37 
Cash on call Total126.30 11.27 77.25 8.52 
Sasol Ltd.-48,196 64,641 6.94 0.62 112,837 9.06 1.00 
Chemicals Total-48,196 64,641 6.94 0.62 112,837 9.06 1.00 
Murray & Roberts Holdings Ltd.-433,327 0.00 0.00 433,327 0.48 0.05 
Construction and Materials Total-433,327 0.00 0.00 433,327 0.48 0.05 
Curro Holdings Ltd.26,458 26,458 0.32 0.03 0.00 0.00 
Consumer Services Total26,458 26,458 0.32 0.03 0.00 0.00 
Reunert Ltd.6,576 27,503 1.47 0.13 20,927 1.23 0.14 
Electronic and Electrical Equipment Total6,576 27,503 1.47 0.13 20,927 1.23 0.14 
1nvestPlatinum ETF-539 1,550 0.40 0.04 2,089 0.49 0.05 
Exchange Traded Funds Total-539 1,550 0.40 0.04 2,089 0.49 0.05 
Astral Foods Ltd.3,504 3,504 0.73 0.06 0.00 0.00 
AVI Ltd.-2,490 15,508 1.53 0.14 17,998 1.70 0.19 
Food Producers Total1,014 19,012 2.25 0.20 17,998 1.70 0.19 
European - Currency1.38 0.12 0.93 0.10 
USA - Currency0.45 0.04 0.46 0.05 
For Currency Total1.83 0.16 1.39 0.15 
Foreign - Bonds41.39 3.69 40.94 4.52 
Foreign Invest Total41.39 3.69 40.94 4.52 
KAP Ltd.-71,503 691,032 1.16 0.10 762,535 1.56 0.17 
The Bidvest Group Ltd.3,757 15,317 3.23 0.29 11,560 2.72 0.30 
General Industrials Total-67,746 706,349 4.39 0.39 774,095 4.28 0.47 
Life Healthcare Group Holdings Ltd.-2,654 35,454 0.41 0.04 38,108 0.54 0.06 
Netcare Ltd.9,538 158,406 2.27 0.20 148,868 2.08 0.23 
Health Care Providers Total6,884 193,860 2.68 0.24 186,976 2.62 0.29 
Fairtree ALBI Plus Prescient Fund - B2-14,342,139 81,593,989 102.47 9.14 95,936,128 114.22 12.60 
Fairtree BCI Income Plus - B34,416,669 150,828,611 195.07 17.41 116,411,942 148.87 16.43 
Income Total20,074,530 232,422,600 297.54 26.55 212,348,070 263.09 29.03 
Sappi Ltd.403 5,937 0.14 0.01 5,534 0.17 0.02 
Industrial Materials Total403 5,937 0.14 0.01 5,534 0.17 0.02 
African Rainbow Minerals Ltd.-1,133 19,360 3.59 0.32 20,493 3.53 0.39 
Afrimat Ltd.768 4,776 0.18 0.02 4,008 0.18 0.02 
Anglo American plc631 5,059 3.26 0.29 4,428 2.31 0.25 
BHP Group Ltd.-1,935 1,543 0.74 0.07 3,478 1.48 0.16 
Glencore plc8,491 119,983 9.60 0.86 111,492 7.74 0.85 
Kumba Iron Ore Ltd.-587 5,658 1.85 0.16 6,245 1.78 0.20 
Orion Minerals Ltd.153,714 585,868 0.12 0.01 432,154 0.06 0.01 
South32 Ltd.-8,520 8,459 0.27 0.02 16,979 0.58 0.06 
Industrial Metals and Mining Total151,429 750,706 19.61 1.75 599,277 17.65 1.95 
Super Group Ltd.-15,374 0.00 0.00 15,374 0.25 0.03 
Industrial Transportation Total-15,374 0.00 0.00 15,374 0.25 0.03 
BCI Fairtree Global Income Plus Feeder - B1,477 6,383,443 11.22 1.00 6,381,966 11.25 1.24 
Fairtree Global Emerging Markets Prescient - B432,436,243 32,436,243 54.98 4.91 0.00 0.00 
Fairtree Global Real Estate Prescient Feeder - B313,727,690 23.31 2.08 13,727,690 22.97 2.53 
International Total32,437,720 52,547,376 89.51 7.99 20,109,656 34.22 3.78 
Ninety One Ltd.-6,963 1,787 0.08 0.01 8,750 0.38 0.04 
Reinet Investments SCA-7,259 9,810 4.96 0.44 17,069 9.82 1.08 
Remgro Ltd.-16,527 82,448 13.92 1.24 98,975 15.59 1.72 
Investment Banking and Brokerage Services Total-30,749 94,045 18.96 1.69 124,794 25.79 2.85 
Discovery Ltd.5,517 5,517 1.09 0.10 0.00 0.00 
Momentum Group Ltd.12,077 12,077 0.40 0.04 0.00 0.00 
Old Mutual Ltd.-30,981 122,279 1.63 0.15 153,260 1.84 0.20 
Sanlam Ltd.12,418 150,985 12.53 1.12 138,567 12.31 1.36 
Life Insurance Total-969 290,858 15.65 1.40 291,827 14.15 1.56 
eMedia Holdings Ltd.34,990 34,990 0.06 0.01 0.00 0.00 
Media Total34,990 34,990 0.06 0.01 0.00 0.00 
Money Market - 11 months duration0.00 0.00 6.05 0.67 
Money Market - 2 months duration0.00 0.00 8.64 0.95 
Money Market - 8 months duration6.05 0.54 0.00 0.00 
Money Market Total6.05 0.54 14.69 1.62 
OUTsurance Group Ltd.8,461 29,556 2.11 0.19 21,095 1.65 0.18 
Non-life Insurance Total8,461 29,556 2.11 0.19 21,095 1.65 0.18 
Thungela Resources Ltd.-397 0.00 0.00 397 0.03 0.00 
Oil, Gas and Coal Total-397 0.00 0.00 397 0.03 0.00 
Bid Corporation Ltd.1,878 6,195 2.68 0.24 4,317 2.04 0.22 
Boxer Retail Ltd.-2,371 2,299 0.16 0.01 4,670 0.32 0.04 
Clicks Group Ltd.1,610 4,600 1.63 0.15 2,990 1.11 0.12 
Dis-Chem Pharmacies Ltd.-8,528 80,406 2.63 0.23 88,934 2.89 0.32 
Pick n Pay Stores Ltd.30,729 30,729 0.77 0.07 0.00 0.00 
Shoprite Holdings Ltd.-504 32,751 8.98 0.80 33,255 9.31 1.03 
Personal Care, Drug and Grocery Stores Total22,814 156,980 16.83 1.50 134,166 15.67 1.73 
Compagnie Financière Richemont SA126 844 2.76 0.25 718 2.39 0.26 
Personal Goods Total126 844 2.76 0.25 718 2.39 0.26 
Aspen Pharmacare Holdings Ltd.20,356 42,372 4.07 0.36 22,016 2.63 0.29 
Pharmaceuticals and Biotechnology Total20,356 42,372 4.07 0.36 22,016 2.63 0.29 
AngloGold Ashanti plc-4,929 12,059 14.34 1.28 16,988 13.55 1.50 
Gold Fields Ltd.-13,630 26,904 19.29 1.72 40,534 16.86 1.86 
Harmony Gold Mining Company Ltd.12,513 27,132 8.33 0.74 14,619 3.53 0.39 
Impala Platinum Holdings Ltd.7,246 35,013 7.62 0.68 27,767 4.42 0.49 
Northam Platinum Holdings Ltd.5,894 27,950 7.80 0.70 22,056 4.27 0.47 
Pan African Resources plc-5,195 30,728 0.62 0.06 35,923 0.40 0.04 
Valterra Platinum Ltd.2,844 5,216 6.30 0.56 2,372 1.88 0.21 
Precious Metals and Mining Total4,743 165,002 64.31 5.74 160,259 44.90 4.95 
Fortress Real Estate Investments Ltd.-3,688 0.00 0.00 3,688 0.07 0.01 
MAS plc-3,823 0.00 0.00 3,823 0.09 0.01 
NEPI Rockcastle NV10,068 18,648 2.57 0.23 8,580 1.16 0.13 
Real Estate Investment and Services Total2,557 18,648 2.57 0.23 16,091 1.33 0.15 
Growthpoint Properties Ltd.-30,584 45,940 0.68 0.06 76,524 1.02 0.11 
Redefine Properties Ltd.-27,882 32,640 0.16 0.01 60,522 0.27 0.03 
Resilient REIT Ltd.-820 0.00 0.00 820 0.05 0.01 
Real Estate Investment Trusts Total-59,286 78,580 0.84 0.07 137,866 1.34 0.15 
Motus Holdings Ltd.-5,310 43,910 4.56 0.41 49,220 4.65 0.51 
Mr Price Group Ltd.29,067 72,721 14.86 1.33 43,654 9.68 1.07 
Pepkor Holdings Ltd.69,081 183,464 4.49 0.40 114,383 3.12 0.34 
The Foschini Group Ltd.5,429 56,592 6.14 0.55 51,163 6.59 0.73 
Truworths International Ltd.16,646 82,076 4.48 0.40 65,430 4.66 0.51 
We Buy Cars Holdings Ltd.-871 6,626 0.37 0.03 7,497 0.44 0.05 
Woolworths Holdings Ltd.-17,744 25,686 1.29 0.11 43,430 2.26 0.25 
Retailers Total96,298 471,075 36.19 3.23 374,777 31.40 3.47 
Naspers Ltd.3,970 25.02 2.23 3,970 22.00 2.43 
Prosus NV-1,362 12,665 15.51 1.38 14,027 13.89 1.53 
Software and Computer Services Total-1,362 16,635 40.53 3.62 17,997 35.89 3.96 
MTN Group Ltd.14,382 22,347 3.13 0.28 7,965 1.13 0.12 
MultiChoice Group Ltd.-46,059 45,939 5.74 0.51 91,998 10.81 1.19 
Telecommunications Service Providers Total-31,677 68,286 8.87 0.79 99,963 11.93 1.32 
British American Tobacco plc-86 2,311 2.10 0.19 2,397 2.05 0.23 
Tobacco Total-86 2,311 2.10 0.19 2,397 2.05 0.23 
Famous Brands Ltd.2,073 7,623 0.41 0.04 5,550 0.35 0.04 
Tsogo Sun Ltd.-4,544 12,461 0.08 0.01 17,005 0.13 0.01 
Travel and Leisure Total-2,471 20,084 0.49 0.04 22,555 0.48 0.05 
Portfolio Total101,740,781 518,049,253 1,120.57 100.00 416,308,472 906.24 100.00