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Fairtree SA Equity Prescient Fund  |  South African-Equity-SA General
6.3258    -0.0087    (-0.137%)
NAV price (ZAR) Mon 15 Dec 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Additional0.00 0.00 121.01 0.39 
Additional Total0.00 0.00 121.01 0.39 
Absa Group Ltd.4,314,322 4,314,322 780.89 2.21 0.00 0.00 
Capitec Bank Holdings Ltd.317,775 317,775 1,104.00 3.12 0.00 0.00 
FirstRand Ltd.29,525,899 29,525,899 2,299.77 6.50 0.00 0.00 
Investec plc1,175,739 1,175,739 151.01 0.43 0.00 0.00 
Nedbank Group Ltd.5,264,659 5,264,659 1,129.22 3.19 0.00 0.00 
Standard Bank Group Ltd.5,568,494 5,568,494 1,318.17 3.73 0.00 0.00 
Banks Total46,166,888 46,166,888 6,783.07 19.18 0.00 0.00 
Consumer Goods0.00 0.00 723.47 2.30 
Anheuser-Busch InBev SA/NV467,085 467,085 482.15 1.36 0.00 0.00 
Beverages Total467,085 467,085 482.15 1.36 723.47 2.30 
0.00 0.00 281.30 0.90 
Cash on call272.01 0.77 0.00 0.00 
Cash on call Total272.01 0.77 281.30 0.90 
Sasol Ltd.4,590,699 4,590,699 492.81 1.39 0.00 0.00 
Chemicals Total4,590,699 4,590,699 492.81 1.39 0.00 0.00 
Reunert Ltd.391,398 391,398 20.97 0.06 0.00 0.00 
Electronic and Electrical Equipment Total391,398 391,398 20.97 0.06 0.00 0.00 
1nvestPlatinum ETF386,159 386,159 100.40 0.28 0.00 0.00 
Exchange Traded Funds Total386,159 386,159 100.40 0.28 0.00 0.00 
Consumer Services0.00 0.00 7,015.93 22.33 
Food & Drug Retailers Total0.00 0.00 7,015.93 22.33 
AVI Ltd.1,758,891 1,758,891 173.36 0.49 0.00 0.00 
Food Producers Total1,758,891 1,758,891 173.36 0.49 0.00 0.00 
Basic Materials0.00 0.00 7,286.96 23.19 
Forestry & Paper Total0.00 0.00 7,286.96 23.19 
Other Equities0.00 0.00 1,359.55 4.33 
General Equity Total0.00 0.00 1,359.55 4.33 
Financials0.00 0.00 9,597.22 30.54 
General Financial Total0.00 0.00 9,597.22 30.54 
Industrials0.00 0.00 1,765.76 5.62 
KAP Ltd.66,756,235 66,756,235 111.48 0.32 0.00 0.00 
The Bidvest Group Ltd.1,144,087 1,144,087 241.46 0.68 0.00 0.00 
General Industrials Total67,900,322 67,900,322 352.94 1.00 1,765.76 5.62 
Health Care0.00 0.00 658.46 2.10 
Health Care Equipment & Services Total0.00 0.00 658.46 2.10 
Life Healthcare Group Holdings Ltd.8,828,655 8,828,655 102.50 0.29 0.00 0.00 
Netcare Ltd.29,477,851 29,477,851 421.83 1.19 0.00 0.00 
Health Care Providers Total38,306,506 38,306,506 524.33 1.48 0.00 0.00 
Sappi Ltd.1,478,935 1,478,935 34.18 0.10 0.00 0.00 
Industrial Materials Total1,478,935 1,478,935 34.18 0.10 0.00 0.00 
African Rainbow Minerals Ltd.2,770,613 2,770,613 513.75 1.45 0.00 0.00 
Afrimat Ltd.1,253,681 1,253,681 47.85 0.14 0.00 0.00 
Anglo American plc252,225 252,225 162.70 0.46 0.00 0.00 
Glencore plc14,132,444 14,132,444 1,130.60 3.20 0.00 0.00 
Kumba Iron Ore Ltd.291,407 291,407 95.07 0.27 0.00 0.00 
Orion Minerals Ltd.160,494,718 160,494,718 30.49 0.09 0.00 0.00 
South32 Ltd.2,056,582 2,056,582 65.27 0.18 0.00 0.00 
Industrial Metals and Mining Total181,251,670 181,251,670 2,045.74 5.79 0.00 0.00 
Ninety One Ltd.443,628 443,628 20.18 0.06 0.00 0.00 
Reinet Investments SCA740,717 740,717 374.14 1.06 0.00 0.00 
Remgro Ltd.8,278,297 8,278,297 1,398.37 3.95 0.00 0.00 
Investment Banking and Brokerage Services Total9,462,642 9,462,642 1,792.69 5.07 0.00 0.00 
Discovery Ltd.399,662 399,662 79.10 0.22 0.00 0.00 
Old Mutual Ltd.1,983,282 1,983,282 26.40 0.07 0.00 0.00 
Sanlam Ltd.19,791,224 19,791,224 1,642.47 4.65 0.00 0.00 
Life Insurance Total22,174,168 22,174,168 1,747.97 4.94 0.00 0.00 
eMedia Holdings Ltd.3,558,054 3,558,054 6.19 0.02 0.00 0.00 
Media Total3,558,054 3,558,054 6.19 0.02 0.00 0.00 
OUTsurance Group Ltd.2,327,639 2,327,639 166.24 0.47 0.00 0.00 
Non-life Insurance Total2,327,639 2,327,639 166.24 0.47 0.00 0.00 
Bid Corporation Ltd.352,411 352,411 152.24 0.43 0.00 0.00 
Boxer Retail Ltd.626,528 626,528 42.89 0.12 0.00 0.00 
Dis-Chem Pharmacies Ltd.4,283,406 4,283,406 140.02 0.40 0.00 0.00 
Shoprite Holdings Ltd.2,454,491 2,454,491 673.19 1.90 0.00 0.00 
Personal Care, Drug and Grocery Stores Total7,716,836 7,716,836 1,008.35 2.85 0.00 0.00 
Compagnie Financière Richemont SA62,773 62,773 205.25 0.58 0.00 0.00 
Personal Goods Total62,773 62,773 205.25 0.58 0.00 0.00 
Aspen Pharmacare Holdings Ltd.1,216,549 1,216,549 116.79 0.33 0.00 0.00 
Pharmaceuticals and Biotechnology Total1,216,549 1,216,549 116.79 0.33 0.00 0.00 
AngloGold Ashanti plc1,696,536 1,696,536 2,019.13 5.71 0.00 0.00 
Gold Fields Ltd.4,068,460 4,068,460 2,921.76 8.26 0.00 0.00 
Harmony Gold Mining Company Ltd.2,319,781 2,319,781 712.17 2.01 0.00 0.00 
Impala Platinum Holdings Ltd.5,842,135 5,842,135 1,272.39 3.60 0.00 0.00 
Northam Platinum Holdings Ltd.5,193,799 5,193,799 1,449.07 4.10 0.00 0.00 
Pan African Resources plc7,656,976 7,656,976 153.68 0.43 0.00 0.00 
Valterra Platinum Ltd.662,470 662,470 800.26 2.26 0.00 0.00 
Precious Metals and Mining Total27,440,157 27,440,157 9,328.46 26.38 0.00 0.00 
Domestic Funds (Real Estate)0.00 0.00 330.92 1.05 
Real Estate Total0.00 0.00 330.92 1.05 
NEPI Rockcastle NV1,834,973 1,834,973 253.13 0.72 0.00 0.00 
Real Estate Investment and Services Total1,834,973 1,834,973 253.13 0.72 0.00 0.00 
Growthpoint Properties Ltd.3,782,982 3,782,982 55.87 0.16 0.00 0.00 
Redefine Properties Ltd.7,912,079 7,912,079 39.32 0.11 0.00 0.00 
Real Estate Investment Trusts Total11,695,061 11,695,061 95.20 0.27 0.00 0.00 
Motus Holdings Ltd.4,483,367 4,483,367 466.27 1.32 0.00 0.00 
Mr Price Group Ltd.5,547,772 5,547,772 1,133.85 3.21 0.00 0.00 
Pepkor Holdings Ltd.23,240,551 23,240,551 569.39 1.61 0.00 0.00 
The Foschini Group Ltd.5,517,671 5,517,671 598.83 1.69 0.00 0.00 
Truworths International Ltd.10,882,489 10,882,489 594.18 1.68 0.00 0.00 
We Buy Cars Holdings Ltd.1,805,867 1,805,867 100.23 0.28 0.00 0.00 
Woolworths Holdings Ltd.6,613,965 6,613,965 331.23 0.94 0.00 0.00 
Retailers Total58,091,682 58,091,682 3,793.99 10.73 0.00 0.00 
Technology0.00 0.00 2,283.37 7.27 
Software & Computer Services Total0.00 0.00 2,283.37 7.27 
Naspers Ltd.467,133 467,133 2,943.77 8.33 0.00 0.00 
Prosus NV2,016,640 2,016,640 2,469.92 6.99 0.00 0.00 
Software and Computer Services Total2,483,773 2,483,773 5,413.69 15.31 0.00 0.00 
MTN Group Ltd.785,622 785,622 110.23 0.31 0.00 0.00 
Telecommunications Service Providers Total785,622 785,622 110.23 0.31 0.00 0.00 
Famous Brands Ltd.357,978 357,978 19.18 0.05 0.00 0.00 
Tsogo Sun Ltd.3,108,253 3,108,253 20.23 0.06 0.00 0.00 
Travel and Leisure Total3,466,231 3,466,231 39.42 0.11 0.00 0.00 
Portfolio Total495,014,713 495,014,713 35,359.55 100.00 31,423.95 100.00