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Fairtree Balanced Prescient Fund  |  South African-Multi Asset-High Equity
Reg Compliant
2.2833    -0.0150    (-0.653%)
NAV price (ZAR) Wed 1 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.31,541 296,589 70.99 1.30 265,048 47.97 0.97 
Capitec Bank Holdings Ltd.845 20,170 83.82 1.54 19,325 67.14 1.35 
FirstRand Ltd.49,150 1,858,702 168.68 3.10 1,809,552 140.95 2.84 
Investec plc-42,817 32,556 3.98 0.07 75,373 9.68 0.20 
Nedbank Group Ltd.-4,106 323,213 86.06 1.58 327,319 70.21 1.42 
Standard Bank Group Ltd.19,017 360,599 104.72 1.92 341,582 80.86 1.63 
Banks Total53,630 2,891,829 518.25 9.51 2,838,199 416.80 8.41 
Anheuser-Busch InBev SA/NV10,466 40,105 42.93 0.79 29,639 30.60 0.62 
Beverages Total10,466 40,105 42.93 0.79 29,639 30.60 0.62 
Fairtree Bond Prescient - B217,114,948 735,702,485 889.69 16.33 718,587,537 798.85 16.12 
Bond Total17,114,948 735,702,485 889.69 16.33 718,587,537 798.85 16.12 
iShares US Treasury Bond ETF10,389 258,439 98.61 1.81 248,050 99.12 2.00 
Bonds Total10,389 258,439 98.61 1.81 248,050 99.12 2.00 
Cash on call146.95 2.70 115.51 2.33 
Cash on call Total146.95 2.70 115.51 2.33 
Sasol Ltd.-147,383 143,289 15.22 0.28 290,672 31.20 0.63 
Chemicals Total-147,383 143,289 15.22 0.28 290,672 31.20 0.63 
Reunert Ltd.-2,328 23,004 1.43 0.03 25,332 1.36 0.03 
Electronic and Electrical Equipment Total-2,328 23,004 1.43 0.03 25,332 1.36 0.03 
Fairtree Global Equity Fund186,325 1,673,573 453.79 8.33 1,487,248 410.96 8.29 
Equities Total186,325 1,673,573 453.79 8.33 1,487,248 410.96 8.29 
1nvestPlatinum ETF-24,338 0.00 0.00 24,338 6.33 0.13 
1nvestRhodium ETF243 6,073 8.50 0.16 5,830 6.89 0.14 
NewPlat9,197 227,165 72.28 1.33 217,968 56.41 1.14 
NewGold3,209 79,284 52.71 0.97 76,075 46.42 0.94 
Exchange Traded Funds Total-11,689 312,522 133.49 2.45 324,211 116.05 2.35 
AVI Ltd.-54,663 50,840 5.36 0.10 105,503 10.40 0.21 
Food Producers Total-54,663 50,840 5.36 0.10 105,503 10.40 0.21 
USA - Currency16.38 0.30 39.20 0.79 
For Currency Total16.38 0.30 39.20 0.79 
Fairtree Equity Prescient Fund - B3103,366,540 153.75 2.82 103,366,540 146.71 2.96 
Fairtree Global Equity Prescient Feeder- B331,854,998 101.79 1.87 31,854,998 103.75 2.09 
General Equity Total135,221,538 255.54 4.69 135,221,538 250.46 5.05 
KAP Ltd.288,955 4,321,550 8.30 0.15 4,032,595 6.73 0.14 
The Bidvest Group Ltd.-17,537 53,077 12.61 0.23 70,614 14.90 0.30 
General Industrials Total271,418 4,374,627 20.90 0.38 4,103,209 21.64 0.44 
Life Healthcare Group Holdings Ltd.-181,384 374,966 4.27 0.08 556,350 6.46 0.13 
Netcare Ltd.-471,234 1,343,787 21.27 0.39 1,815,021 25.97 0.52 
Health Care Providers Total-652,618 1,718,753 25.54 0.47 2,371,371 32.43 0.65 
Fairtree ALBI Plus Prescient Fund - B2766,624 41,703,066 56.04 1.03 40,936,442 51.45 1.04 
Fairtree BCI Income Plus - I857,728 60,684,568 78.74 1.45 59,826,840 77.30 1.56 
Fairtree Money Market Prescient - B2660,569 37,001,843 37.45 0.69 36,341,274 36.79 0.74 
Income Total2,284,921 139,389,477 172.23 3.16 137,104,556 165.54 3.34 
Sappi Ltd.-93,208 0.00 0.00 93,208 2.15 0.04 
Industrial Materials Total-93,208 0.00 0.00 93,208 2.15 0.04 
African Rainbow Minerals Ltd.-2,693 160,020 31.83 0.58 162,713 30.17 0.61 
Afrimat Ltd.1,466 76,543 3.15 0.06 75,077 2.87 0.06 
Anglo American plc-14,637 0.00 0.00 14,637 9.44 0.19 
Glencore plc31,263 896,508 81.72 1.50 865,245 69.22 1.40 
Kumba Iron Ore Ltd.-14,642 4,233 1.49 0.03 18,875 6.16 0.12 
Orion Minerals Ltd.-152,539 9,046,426 1.99 0.04 9,198,965 1.75 0.04 
South32 Ltd.35,148 167,903 6.61 0.12 132,755 4.21 0.09 
Industrial Metals and Mining Total-116,634 10,351,633 126.78 2.33 10,468,267 123.82 2.50 
Fairtree Global Emerging Markets Prescient - B3239,198,526 239,198,526 401.09 7.36 0.00 0.00 
Fairtree Global Emerging Markets Prescient - B4-201,063,197 150,213,356 253.20 4.65 351,276,553 597.80 12.06 
Fairtree Global Real Estate Prescient Feeder - B315,664,019 77,416,372 123.05 2.26 61,752,353 105.27 2.12 
International Total53,799,348 466,828,254 777.33 14.27 413,028,906 703.07 14.19 
Ninety One Ltd.-27,950 0.00 0.00 27,950 1.27 0.03 
Reinet Investments SCA-33,016 14,688 8.52 0.16 47,704 24.10 0.49 
Remgro Ltd.-28,097 495,213 89.94 1.65 523,310 88.40 1.78 
Investment Banking and Brokerage Services Total-89,063 509,901 98.45 1.81 598,964 113.76 2.30 
Discovery Ltd.8,659 33,839 7.70 0.14 25,180 4.98 0.10 
Old Mutual Ltd.-128,451 0.00 0.00 128,451 1.71 0.03 
Sanlam Ltd.-28,841 1,189,888 117.19 2.15 1,218,729 101.14 2.04 
Life Insurance Total-148,633 1,223,727 124.89 2.29 1,372,360 107.84 2.18 
eMedia Holdings Ltd.-223,794 0.00 0.00 223,794 0.39 0.01 
Media Total-223,794 0.00 0.00 223,794 0.39 0.01 
OUTsurance Group Ltd.42,690 176,532 12.65 0.23 133,842 9.56 0.19 
Non-life Insurance Total42,690 176,532 12.65 0.23 133,842 9.56 0.19 
Bid Corporation Ltd.-11,072 11,618 4.90 0.09 22,690 9.80 0.20 
Boxer Retail Ltd.-36,089 0.00 0.00 36,089 2.47 0.05 
Dis-Chem Pharmacies Ltd.-176,264 86,577 3.03 0.06 262,841 8.59 0.17 
Shoprite Holdings Ltd.-80,220 71,942 19.44 0.36 152,162 41.73 0.84 
Personal Care, Drug and Grocery Stores Total-303,645 170,137 27.37 0.50 473,782 62.60 1.26 
Compagnie Financière Richemont SA-3,645 0.00 0.00 3,645 11.92 0.24 
Personal Goods Total-3,645 0.00 0.00 3,645 11.92 0.24 
Aspen Pharmacare Holdings Ltd.-48,541 30,252 3.53 0.06 78,793 7.56 0.15 
Pharmaceuticals and Biotechnology Total-48,541 30,252 3.53 0.06 78,793 7.56 0.15 
AngloGold Ashanti plc-6,697 98,200 140.74 2.58 104,897 124.84 2.52 
Gold Fields Ltd.17,067 266,795 193.62 3.55 249,728 179.34 3.62 
Harmony Gold Mining Company Ltd.-4,636 135,741 45.76 0.84 140,377 43.10 0.87 
Impala Platinum Holdings Ltd.348,361 692,303 181.38 3.33 343,942 74.91 1.51 
Northam Platinum Holdings Ltd.91,264 398,684 134.40 2.47 307,420 85.77 1.73 
Pan African Resources plc83,104 573,059 15.43 0.28 489,955 9.83 0.20 
Sibanye Stillwater Ltd.22,962 22,962 1.39 0.03 0.00 0.00 
Valterra Platinum Ltd.-13,600 27,730 39.09 0.72 41,330 49.93 1.01 
Precious Metals and Mining Total537,825 2,215,474 751.80 13.80 1,677,649 567.72 11.46 
Fairtree SA Balanced Prescient Fund - B335,093,214 45.66 0.84 35,093,214 41.49 0.84 
Prudential Total35,093,214 45.66 0.84 35,093,214 41.49 0.84 
NEPI Rockcastle NV-32,932 153,502 22.39 0.41 186,434 25.72 0.52 
Real Estate Investment and Services Total-32,932 153,502 22.39 0.41 186,434 25.72 0.52 
Growthpoint Properties Ltd.-207,014 1,189,548 20.41 0.37 1,396,562 20.63 0.42 
Redefine Properties Ltd.1,660,554 4,437,726 26.63 0.49 2,777,172 13.80 0.28 
Resilient REIT Ltd.85,418 302,053 24.16 0.44 216,635 13.84 0.28 
Vukile Property Fund Ltd.41,378 929,709 23.24 0.43 888,331 18.56 0.37 
Real Estate Investment Trusts Total1,580,336 6,859,036 94.45 1.73 5,278,700 66.83 1.35 
Motus Holdings Ltd.89,516 357,731 43.62 0.80 268,215 27.89 0.56 
Mr Price Group Ltd.35,571 377,665 66.08 1.21 342,094 69.92 1.41 
Pepkor Holdings Ltd.163,208 1,589,540 42.04 0.77 1,426,332 34.95 0.71 
The Foschini Group Ltd.-51,800 285,897 24.37 0.45 337,697 36.65 0.74 
Truworths International Ltd.203,013 858,536 48.88 0.90 655,523 35.79 0.72 
We Buy Cars Holdings Ltd.28,709 132,728 6.35 0.12 104,019 5.77 0.12 
Woolworths Holdings Ltd.98,770 501,953 28.11 0.52 403,183 20.19 0.41 
Retailers Total566,987 4,104,050 259.45 4.76 3,537,063 231.16 4.67 
Naspers Ltd.131,362 159,918 176.63 3.24 28,556 179.95 3.63 
Prosus NV-18,417 104,308 106.76 1.96 122,725 150.31 3.03 
Software and Computer Services Total112,945 264,226 283.39 5.20 151,281 330.26 6.67 
MTN Group Ltd.76,283 123,348 20.91 0.38 47,065 6.60 0.13 
Telecommunications Service Providers Total76,283 123,348 20.91 0.38 47,065 6.60 0.13 
Famous Brands Ltd.-23,185 0.00 0.00 23,185 1.24 0.03 
Tsogo Sun Ltd.-1,540 196,187 1.37 0.03 197,727 1.29 0.03 
Travel and Leisure Total-24,725 196,187 1.37 0.03 220,912 2.53 0.05 
Portfolio Total74,695,010 1,550,099,954 5,446.75 100.00 1,475,404,944 4,955.11 100.00