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Genera Capital Multi-Asset Prime Fund  |  South African-Multi Asset-Medium Equity
13.2543    +0.0846    (+0.642%)
NAV price (ZAR) Tue 6 Jan 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.2,603 25,612 4.64 0.56 23,009 4.04 0.59 
Capitec Bank Holdings Ltd.115 2,086 7.25 0.88 1,971 7.01 1.02 
FirstRand Ltd.8,134 112,486 8.74 1.06 104,352 7.95 1.15 
Investec Ltd.10,227 1.31 0.16 10,227 1.35 0.20 
Investec plc15,569 1.99 0.24 15,569 2.06 0.30 
Nedbank Group Ltd.3,719 17,851 3.81 0.46 14,132 3.45 0.50 
Standard Bank Group Ltd.3,502 31,525 7.45 0.91 28,023 6.38 0.93 
Banks Total18,073 215,356 35.19 4.28 197,283 32.24 4.68 
Anheuser-Busch InBev SA/NV491 3,658 3.76 0.46 3,167 3.86 0.56 
Beverages Total491 3,658 3.76 0.46 3,167 3.86 0.56 
SA Bond I20291,817,000 2.55 0.31 1,817,000 2.50 0.36 
SA Bond I2031251,000 0.28 0.03 251,000 0.27 0.04 
SA Bond I2033649,000 4,349,000 5.82 0.71 3,700,000 4.79 0.69 
SA Bond I20381,018,000 6,969,000 10.10 1.23 5,951,000 8.33 1.21 
SA Bond I2043781,000 0.88 0.11 781,000 0.86 0.12 
SA Bond I20461,615,000 11,347,000 14.07 1.71 9,732,000 11.55 1.67 
SA Bond I20502,035,000 13,702,000 17.23 2.10 11,667,000 13.70 1.99 
SA Bond I2058233,000 801,000 0.91 0.11 568,000 0.62 0.09 
SA Bond R1862,734,999 2.91 0.35 2,734,999 2.85 0.41 
SA Bond R202110,000 1,722,000 4.82 0.59 1,612,000 4.29 0.62 
SA Bond R20307,370,000 7.50 0.91 7,370,000 7.50 1.09 
SA Bond R2032292,000 10,043,000 9.91 1.21 9,751,000 9.51 1.38 
SA Bond R2033464,000 1,186,000 1.27 0.15 722,000 0.77 0.11 
SA Bond R20352,022,000 13,789,001 13.65 1.66 11,767,001 11.34 1.64 
SA Bond R20372,254,000 14,271,001 13.34 1.62 12,017,001 10.88 1.58 
SA Bond R2038705,000 1,817,000 1.97 0.24 1,112,000 1.17 0.17 
SA Bond R20402,374,000 13,652,001 12.71 1.55 11,278,001 10.19 1.48 
SA Bond R20442,774,000 14,385,000 12.72 1.55 11,611,000 9.88 1.43 
SA Bond R20483,397,000 22,625,000 19.71 2.40 19,228,000 16.04 2.33 
SA Bond R20531,234,000 4,664,999 5.28 0.64 3,430,999 3.71 0.54 
SA Bond R2094,202,000 3.33 0.41 4,202,000 3.20 0.46 
SA Bond R210544,000 1.37 0.17 544,000 1.34 0.19 
SA Bond R213178,000 5,597,000 5.34 0.65 5,419,000 5.11 0.74 
SA Bond R214240,000 4,358,001 3.18 0.39 4,118,001 2.87 0.42 
Bond Total21,594,000 162,978,002 170.85 20.78 141,384,002 143.28 20.77 
SPDR Bloomberg Barclays US Treasury Bond19,316 111,513 41.33 5.03 92,197 34.90 5.06 
Bonds Total19,316 111,513 41.33 5.03 92,197 34.90 5.06 
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF2,014 4.06 0.49 2,014 4.14 0.60 
Cash Total2,014 4.06 0.49 2,014 4.14 0.60 
Cash on call9.72 1.18 2.95 0.43 
Cash on call Total9.72 1.18 2.95 0.43 
Sasol Ltd.-5,828 28,065 3.02 0.37 33,893 2.72 0.39 
Chemicals Total-5,828 28,065 3.02 0.37 33,893 2.72 0.39 
iShares $ TIPS UCITS ETF-40,278 0.00 0.00 40,278 20.94 3.04 
iShares Core FTSE 100 UCITS ETF234 2,984 12.91 1.57 2,750 11.63 1.69 
iShares Core S&P 500 ETF890 7,913 97.05 11.81 7,023 82.46 11.96 
iShares Global Energy ETF1,600 15,132 10.87 1.32 13,532 9.48 1.37 
iShares MSCI China ETF107,969 10.53 1.28 107,969 9.04 1.31 
iShares MSCI Global Metals & Mining Producers ETF10,495 8.01 0.97 10,495 7.06 1.02 
SPDR MSCI Europe UCITS ETF2,381 15,239 27.37 3.33 12,858 22.88 3.32 
Vanguard FTSE Japan UCITS ETF2,496 22,833 16.79 2.04 20,337 14.49 2.10 
Equities Total-32,677 182,565 183.55 22.32 215,242 177.98 25.81 
NewGold12,968 133,520 82.15 9.99 120,552 65.21 9.46 
Exchange Traded Funds Total12,968 133,520 82.15 9.99 120,552 65.21 9.46 
European - Currency0.04 0.00 0.05 0.01 
United Kingdom - Currency0.04 0.00 0.05 0.01 
USA - Currency0.04 0.00 0.74 0.11 
For Currency Total0.12 0.01 0.83 0.12 
Foreign - Equities128.07 15.58 88.45 12.83 
Foreign Invest Total128.07 15.58 88.45 12.83 
Mondi plc3,518 13,016 3.07 0.37 9,498 2.76 0.40 
The Bidvest Group Ltd.4,028 17,192 3.64 0.44 13,164 3.09 0.45 
General Industrials Total7,546 30,208 6.71 0.82 22,662 5.86 0.85 
Anglo American plc57 8,761 5.66 0.69 8,704 4.53 0.66 
BHP Group Ltd.697 7,541 3.59 0.44 6,844 2.91 0.42 
Glencore plc46,118 46,118 3.68 0.45 0.00 0.00 
Industrial Metals and Mining Total46,872 62,420 12.93 1.57 15,548 7.45 1.08 
Reinet Investments SCA6,421 3.24 0.39 6,421 3.69 0.54 
Remgro Ltd.20,927 3.51 0.43 20,927 3.30 0.48 
Investment Banking and Brokerage Services Total27,348 6.75 0.82 27,348 6.99 1.01 
Discovery Ltd.2,326 20,667 4.07 0.50 18,341 3.95 0.57 
Old Mutual Ltd.234,943 3.14 0.38 234,943 2.82 0.41 
Sanlam Ltd.6,682 57,347 4.79 0.58 50,665 4.50 0.65 
Life Insurance Total9,008 312,957 12.00 1.46 303,949 11.27 1.63 
eMedia Holdings Ltd.8,780 8,780 0.02 0.00 0.00 0.00 
Media Total8,780 8,780 0.02 0.00 0.00 0.00 
OUTsurance Group Ltd.4,358 48,614 3.49 0.42 44,256 3.47 0.50 
Non-life Insurance Total4,358 48,614 3.49 0.42 44,256 3.47 0.50 
Bid Corporation Ltd.1,234 10,979 4.75 0.58 9,745 4.60 0.67 
Clicks Group Ltd.862 10,133 3.57 0.43 9,271 3.45 0.50 
Shoprite Holdings Ltd.1,212 15,453 4.23 0.52 14,241 3.99 0.58 
Personal Care, Drug and Grocery Stores Total3,308 36,565 12.55 1.53 33,257 12.04 1.75 
Compagnie Financière Richemont SA117 1,442 4.71 0.57 1,325 4.41 0.64 
Personal Goods Total117 1,442 4.71 0.57 1,325 4.41 0.64 
Aspen Pharmacare Holdings Ltd.-24,054 0.00 0.00 24,054 2.88 0.42 
Pharmaceuticals and Biotechnology Total-24,054 0.00 0.00 24,054 2.88 0.42 
AngloGold Ashanti plc-12 7,861 9.54 1.16 7,873 6.28 0.91 
Gold Fields Ltd.-874 17,938 13.08 1.59 18,812 7.82 1.13 
Harmony Gold Mining Company Ltd.1,142 18,306 5.76 0.70 17,164 4.14 0.60 
Impala Platinum Holdings Ltd.-4,440 24,755 5.46 0.66 29,195 4.65 0.67 
Northam Platinum Holdings Ltd.-2,222 15,877 4.46 0.54 18,099 3.50 0.51 
Sibanye Stillwater Ltd.-9,160 104,696 5.16 0.63 113,856 3.68 0.53 
Valterra Platinum Ltd.1,313 6,101 7.54 0.92 4,788 3.79 0.55 
Precious Metals and Mining Total-14,253 195,534 51.00 6.20 209,787 33.87 4.91 
NEPI Rockcastle NV3,548 27,729 3.83 0.47 24,181 3.28 0.48 
Real Estate Investment and Services Total3,548 27,729 3.83 0.47 24,181 3.28 0.48 
Growthpoint Properties Ltd.24,164 221,312 3.26 0.40 197,148 2.62 0.38 
Real Estate Investment Trusts Total24,164 221,312 3.26 0.40 197,148 2.62 0.38 
Mr Price Group Ltd.3,694 16,035 3.27 0.40 12,341 2.74 0.40 
Pepkor Holdings Ltd.30,752 150,053 3.65 0.44 119,301 3.25 0.47 
Woolworths Holdings Ltd.7,229 56,955 2.86 0.35 49,726 2.58 0.37 
Retailers Total41,675 223,043 9.78 1.19 181,368 8.58 1.24 
Naspers Ltd.80 1,982 12.40 1.51 1,902 10.54 1.53 
Prosus NV-293 4,642 5.62 0.68 4,935 4.89 0.71 
Software and Computer Services Total-213 6,624 18.02 2.19 6,837 15.43 2.24 
MTN Group Ltd.45,053 6.53 0.79 45,053 6.36 0.92 
Vodacom Group Ltd.2,688 28,459 3.79 0.46 25,771 3.52 0.51 
Telecommunications Service Providers Total2,688 73,512 10.33 1.26 70,824 9.88 1.43 
British American Tobacco plc-634 5,332 4.86 0.59 5,966 5.10 0.74 
Tobacco Total-634 5,332 4.86 0.59 5,966 5.10 0.74 
Portfolio Total21,719,253 164,936,113 822.04 99.99 143,216,860 689.69 100.00