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Engelberg BCI Balanced Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
14.8120    -0.3522    (-2.323%)
NAV price (ZAR) Thu 5 Mar 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
SA Bond R18630,000,000 30,000,000 31.92 10.16 0.00 0.00 
SA Bond R2035-13,300,000 20,800,000 20.61 6.56 34,100,000 32.87 15.95 
Bond Total16,700,000 50,800,000 52.53 16.73 34,100,000 32.87 15.95 
Cash on call15.13 4.82 15.53 7.53 
Cash on call Total15.13 4.82 15.53 7.53 
Omnia Holdings Ltd.125,000 150,000 10.76 3.42 25,000 1.99 0.96 
Sasol Ltd.-20,000 0.00 0.00 20,000 1.61 0.78 
Chemicals Total105,000 150,000 10.76 3.42 45,000 3.59 1.74 
NewGold15,000 50,000 30.51 9.71 35,000 18.93 9.19 
Exchange Traded Funds Total15,000 50,000 30.51 9.71 35,000 18.93 9.19 
Engelberg BCI Global Feeder - A1,405,802 4,473,778 61.39 19.55 3,067,976 40.86 19.83 
Flexible Total1,405,802 4,473,778 61.39 19.55 3,067,976 40.86 19.83 
Engelberg BCI Income FoF - C-20,448,921 0.00 0.00 20,448,921 20.67 10.03 
Income Total-20,448,921 0.00 0.00 20,448,921 20.67 10.03 
Sappi Ltd.-250,000 0.00 0.00 250,000 7.47 3.62 
Industrial Materials Total-250,000 0.00 0.00 250,000 7.47 3.62 
African Rainbow Minerals Ltd.50,000 50,000 9.27 2.95 0.00 0.00 
Glencore plc50,000 200,000 16.00 5.10 150,000 10.41 5.05 
Kumba Iron Ore Ltd.15,000 30,000 9.79 3.12 15,000 4.28 2.08 
Industrial Metals and Mining Total115,000 280,000 35.06 11.16 165,000 14.69 7.13 
Reinet Investments SCA6,000 6,000 3.03 0.97 0.00 0.00 
Remgro Ltd.20,000 20,000 3.38 1.08 0.00 0.00 
Investment Banking and Brokerage Services Total26,000 26,000 6.41 2.04 0.00 0.00 
Discovery Ltd.-5,000 0.00 0.00 5,000 1.08 0.52 
Life Insurance Total-5,000 0.00 0.00 5,000 1.08 0.52 
Compagnie Financière Richemont SA-1,500 0.00 0.00 1,500 5.00 2.43 
Personal Goods Total-1,500 0.00 0.00 1,500 5.00 2.43 
Aspen Pharmacare Holdings Ltd.55,000 95,000 9.12 2.90 40,000 4.78 2.32 
Pharmaceuticals and Biotechnology Total55,000 95,000 9.12 2.90 40,000 4.78 2.32 
AngloGold Ashanti plc4,000 23,000 27.36 8.71 19,000 15.15 7.35 
Harmony Gold Mining Company Ltd.80,000 80,000 24.56 7.82 0.00 0.00 
Valterra Platinum Ltd.4,000 10,000 12.08 3.85 6,000 4.75 2.30 
Precious Metals and Mining Total88,000 113,000 64.00 20.38 25,000 19.90 9.66 
Mr Price Group Ltd.-5,000 0.00 0.00 5,000 1.11 0.54 
Retailers Total-5,000 0.00 0.00 5,000 1.11 0.54 
Naspers Ltd.-900 2,100 13.23 4.21 3,000 16.63 8.07 
Prosus NV10,000 13,000 15.92 5.07 3,000 2.97 1.44 
Software and Computer Services Total9,100 15,100 29.16 9.28 6,000 19.60 9.51 
Portfolio Total-2,191,519 56,002,878 314.06 100.00 58,194,397 206.08 100.00