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Fairtree Balanced Prescient Fund  |  South African-Multi Asset-High Equity
Reg Compliant
2.3595    -0.0163    (-0.686%)
NAV price (ZAR) Wed 31 Dec 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Additional0.00 0.00 97.18 2.19 
Additional Total0.00 0.00 97.18 2.19 
Absa Group Ltd.265,048 265,048 47.97 0.97 0.00 0.00 
Capitec Bank Holdings Ltd.19,325 19,325 67.14 1.35 0.00 0.00 
FirstRand Ltd.1,809,552 1,809,552 140.95 2.84 0.00 0.00 
Investec plc75,373 75,373 9.68 0.20 0.00 0.00 
Nedbank Group Ltd.327,319 327,319 70.21 1.42 0.00 0.00 
Standard Bank Group Ltd.341,582 341,582 80.86 1.63 0.00 0.00 
Banks Total2,838,199 2,838,199 416.80 8.41 0.00 0.00 
Consumer Goods0.00 0.00 43.49 0.98 
Anheuser-Busch InBev SA/NV29,639 29,639 30.60 0.62 0.00 0.00 
Beverages Total29,639 29,639 30.60 0.62 43.49 0.98 
Fairtree Bond Prescient - B2718,587,537 718,587,537 798.85 16.12 0.00 0.00 
Bond Total718,587,537 718,587,537 798.85 16.12 0.00 0.00 
iShares US Treasury Bond ETF248,050 248,050 99.12 2.00 0.00 0.00 
Bonds Total248,050 248,050 99.12 2.00 0.00 0.00 
0.00 0.00 110.52 2.49 
Cash on call115.51 2.33 0.00 0.00 
Cash on call Total115.51 2.33 110.52 2.49 
Sasol Ltd.290,672 290,672 31.20 0.63 0.00 0.00 
Chemicals Total290,672 290,672 31.20 0.63 0.00 0.00 
Reunert Ltd.25,332 25,332 1.36 0.03 0.00 0.00 
Electronic and Electrical Equipment Total25,332 25,332 1.36 0.03 0.00 0.00 
Fairtree Global Equity Fund1,487,248 1,487,248 410.96 8.29 0.00 0.00 
Equities Total1,487,248 1,487,248 410.96 8.29 0.00 0.00 
1nvestPlatinum ETF24,338 24,338 6.33 0.13 0.00 0.00 
1nvestRhodium ETF5,830 5,830 6.89 0.14 0.00 0.00 
NewPlat217,968 217,968 56.41 1.14 0.00 0.00 
NewGold76,075 76,075 46.42 0.94 0.00 0.00 
Exchange Traded Funds Total324,211 324,211 116.05 2.35 0.00 0.00 
Consumer Services0.00 0.00 422.36 9.53 
Food & Drug Retailers Total0.00 0.00 422.36 9.53 
AVI Ltd.105,503 105,503 10.40 0.21 0.00 0.00 
Food Producers Total105,503 105,503 10.40 0.21 0.00 0.00 
Foreign Cash0.00 0.00 39.45 0.89 
USA - Currency39.20 0.79 0.00 0.00 
For Currency Total39.20 0.79 39.45 0.89 
Foreign Direct Funds (FCIS Equity)0.00 0.00 995.29 22.46 
Foreign Invest Total0.00 0.00 995.29 22.46 
Basic Materials0.00 0.00 438.81 9.90 
Forestry & Paper Total0.00 0.00 438.81 9.90 
Domestic Funds (Equity)0.00 0.00 1,253.62 28.29 
Fairtree Equity Prescient Fund - B3103,366,540 103,366,540 146.71 2.96 0.00 0.00 
Fairtree Global Equity Prescient Feeder- B331,854,998 31,854,998 103.75 2.09 0.00 0.00 
Other Equities0.00 0.00 77.14 1.74 
General Equity Total135,221,538 135,221,538 250.46 5.05 1,330.76 30.03 
Financials0.00 0.00 579.24 13.07 
General Financial Total0.00 0.00 579.24 13.07 
Industrials0.00 0.00 109.50 2.47 
KAP Ltd.4,032,595 4,032,595 6.73 0.14 0.00 0.00 
The Bidvest Group Ltd.70,614 70,614 14.90 0.30 0.00 0.00 
General Industrials Total4,103,209 4,103,209 21.64 0.44 109.50 2.47 
Health Care0.00 0.00 40.57 0.92 
Health Care Equipment & Services Total0.00 0.00 40.57 0.92 
Life Healthcare Group Holdings Ltd.556,350 556,350 6.46 0.13 0.00 0.00 
Netcare Ltd.1,815,021 1,815,021 25.97 0.52 0.00 0.00 
Health Care Providers Total2,371,371 2,371,371 32.43 0.65 0.00 0.00 
Fairtree ALBI Plus Prescient Fund - B240,936,442 40,936,442 51.45 1.04 0.00 0.00 
Fairtree BCI Income Plus - I59,826,840 59,826,840 77.30 1.56 0.00 0.00 
Fairtree Money Market Prescient - B236,341,274 36,341,274 36.79 0.74 0.00 0.00 
Income Total137,104,556 137,104,556 165.54 3.34 0.00 0.00 
Sappi Ltd.93,208 93,208 2.15 0.04 0.00 0.00 
Industrial Materials Total93,208 93,208 2.15 0.04 0.00 0.00 
African Rainbow Minerals Ltd.162,713 162,713 30.17 0.61 0.00 0.00 
Afrimat Ltd.75,077 75,077 2.87 0.06 0.00 0.00 
Anglo American plc14,637 14,637 9.44 0.19 0.00 0.00 
Glencore plc865,245 865,245 69.22 1.40 0.00 0.00 
Kumba Iron Ore Ltd.18,875 18,875 6.16 0.12 0.00 0.00 
Orion Minerals Ltd.9,198,965 9,198,965 1.75 0.04 0.00 0.00 
South32 Ltd.132,755 132,755 4.21 0.09 0.00 0.00 
Industrial Metals and Mining Total10,468,267 10,468,267 123.82 2.50 0.00 0.00 
Fairtree Global Emerging Markets Prescient - B4351,276,553 351,276,553 597.80 12.06 0.00 0.00 
Fairtree Global Real Estate Prescient Feeder - B361,752,353 61,752,353 105.27 2.12 0.00 0.00 
International Total413,028,906 413,028,906 703.07 14.19 0.00 0.00 
Ninety One Ltd.27,950 27,950 1.27 0.03 0.00 0.00 
Reinet Investments SCA47,704 47,704 24.10 0.49 0.00 0.00 
Remgro Ltd.523,310 523,310 88.40 1.78 0.00 0.00 
Investment Banking and Brokerage Services Total598,964 598,964 113.76 2.30 0.00 0.00 
Discovery Ltd.25,180 25,180 4.98 0.10 0.00 0.00 
Old Mutual Ltd.128,451 128,451 1.71 0.03 0.00 0.00 
Sanlam Ltd.1,218,729 1,218,729 101.14 2.04 0.00 0.00 
Life Insurance Total1,372,360 1,372,360 107.84 2.18 0.00 0.00 
eMedia Holdings Ltd.223,794 223,794 0.39 0.01 0.00 0.00 
Media Total223,794 223,794 0.39 0.01 0.00 0.00 
OUTsurance Group Ltd.133,842 133,842 9.56 0.19 0.00 0.00 
Non-life Insurance Total133,842 133,842 9.56 0.19 0.00 0.00 
Bid Corporation Ltd.22,690 22,690 9.80 0.20 0.00 0.00 
Boxer Retail Ltd.36,089 36,089 2.47 0.05 0.00 0.00 
Dis-Chem Pharmacies Ltd.262,841 262,841 8.59 0.17 0.00 0.00 
Shoprite Holdings Ltd.152,162 152,162 41.73 0.84 0.00 0.00 
Personal Care, Drug and Grocery Stores Total473,782 473,782 62.60 1.26 0.00 0.00 
Compagnie Financière Richemont SA3,645 3,645 11.92 0.24 0.00 0.00 
Personal Goods Total3,645 3,645 11.92 0.24 0.00 0.00 
Aspen Pharmacare Holdings Ltd.78,793 78,793 7.56 0.15 0.00 0.00 
Pharmaceuticals and Biotechnology Total78,793 78,793 7.56 0.15 0.00 0.00 
AngloGold Ashanti plc104,897 104,897 124.84 2.52 0.00 0.00 
Gold Fields Ltd.249,728 249,728 179.34 3.62 0.00 0.00 
Harmony Gold Mining Company Ltd.140,377 140,377 43.10 0.87 0.00 0.00 
Impala Platinum Holdings Ltd.343,942 343,942 74.91 1.51 0.00 0.00 
Northam Platinum Holdings Ltd.307,420 307,420 85.77 1.73 0.00 0.00 
Pan African Resources plc489,955 489,955 9.83 0.20 0.00 0.00 
Valterra Platinum Ltd.41,330 41,330 49.93 1.01 0.00 0.00 
Precious Metals and Mining Total1,677,649 1,677,649 567.72 11.46 0.00 0.00 
Fairtree SA Balanced Prescient Fund - B335,093,214 35,093,214 41.49 0.84 0.00 0.00 
Prudential Total35,093,214 35,093,214 41.49 0.84 0.00 0.00 
Domestic Funds (Real Estate)0.00 0.00 88.75 2.00 
Real Estate Total0.00 0.00 88.75 2.00 
NEPI Rockcastle NV186,434 186,434 25.72 0.52 0.00 0.00 
Real Estate Investment and Services Total186,434 186,434 25.72 0.52 0.00 0.00 
Growthpoint Properties Ltd.1,396,562 1,396,562 20.63 0.42 0.00 0.00 
Redefine Properties Ltd.2,777,172 2,777,172 13.80 0.28 0.00 0.00 
Resilient REIT Ltd.216,635 216,635 13.84 0.28 0.00 0.00 
Vukile Property Fund Ltd.888,331 888,331 18.56 0.37 0.00 0.00 
Real Estate Investment Trusts Total5,278,700 5,278,700 66.83 1.35 0.00 0.00 
Motus Holdings Ltd.268,215 268,215 27.89 0.56 0.00 0.00 
Mr Price Group Ltd.342,094 342,094 69.92 1.41 0.00 0.00 
Pepkor Holdings Ltd.1,426,332 1,426,332 34.95 0.71 0.00 0.00 
The Foschini Group Ltd.337,697 337,697 36.65 0.74 0.00 0.00 
Truworths International Ltd.655,523 655,523 35.79 0.72 0.00 0.00 
We Buy Cars Holdings Ltd.104,019 104,019 5.77 0.12 0.00 0.00 
Woolworths Holdings Ltd.403,183 403,183 20.19 0.41 0.00 0.00 
Retailers Total3,537,063 3,537,063 231.16 4.67 0.00 0.00 
Technology0.00 0.00 135.63 3.06 
Software & Computer Services Total0.00 0.00 135.63 3.06 
Naspers Ltd.28,556 28,556 179.95 3.63 0.00 0.00 
Prosus NV122,725 122,725 150.31 3.03 0.00 0.00 
Software and Computer Services Total151,281 151,281 330.26 6.67 0.00 0.00 
MTN Group Ltd.47,065 47,065 6.60 0.13 0.00 0.00 
Telecommunications Service Providers Total47,065 47,065 6.60 0.13 0.00 0.00 
Famous Brands Ltd.23,185 23,185 1.24 0.03 0.00 0.00 
Tsogo Sun Ltd.197,727 197,727 1.29 0.03 0.00 0.00 
Travel and Leisure Total220,912 220,912 2.53 0.05 0.00 0.00 
Portfolio Total1,475,404,944 1,475,404,944 4,955.11 100.00 4,431.55 100.00