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Genera Capital Multi-Asset Prime Fund  |  South African-Multi Asset-Medium Equity
13.7112    +0.0211    (+0.154%)
NAV price (ZAR) Thu 5 Mar 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.2,063 27,675 6.62 0.71 25,612 4.64 0.56 
Capitec Bank Holdings Ltd.87 2,173 9.03 0.97 2,086 7.25 0.88 
FirstRand Ltd.2,411 114,897 10.43 1.12 112,486 8.74 1.06 
Investec Ltd.1,879 12,106 1.48 0.16 10,227 1.31 0.16 
Investec plc2,089 17,658 2.16 0.23 15,569 1.99 0.24 
Nedbank Group Ltd.1,602 19,453 5.18 0.56 17,851 3.81 0.46 
Standard Bank Group Ltd.1,121 32,646 9.48 1.02 31,525 7.45 0.91 
Banks Total11,252 226,608 44.38 4.77 215,356 35.19 4.28 
Anheuser-Busch InBev SA/NV200 3,858 4.13 0.44 3,658 3.76 0.46 
Beverages Total200 3,858 4.13 0.44 3,658 3.76 0.46 
SA Bond I2029-71,000 1,746,000 2.51 0.27 1,817,000 2.55 0.31 
SA Bond I2031251,000 0.29 0.03 251,000 0.28 0.03 
SA Bond I20334,349,000 6.16 0.66 4,349,000 5.82 0.71 
SA Bond I2038-17,000 6,952,000 11.00 1.18 6,969,000 10.10 1.23 
SA Bond I2043265,000 1,046,000 1.30 0.14 781,000 0.88 0.11 
SA Bond I20463,000 11,350,000 15.91 1.71 11,347,000 14.07 1.71 
SA Bond I2050369,000 14,071,000 19.92 2.14 13,702,000 17.23 2.10 
SA Bond I2058417,000 1,218,000 1.58 0.17 801,000 0.91 0.11 
SA Bond R186-2,734,999 0.00 0.00 2,734,999 2.91 0.35 
SA Bond R187911,667 911,667 0.94 0.10 0.00 0.00 
SA Bond R188911,666 911,666 0.97 0.10 0.00 0.00 
SA Bond R20251,000 1,773,000 5.17 0.56 1,722,000 4.82 0.59 
SA Bond R2030-579,000 6,791,000 7.17 0.77 7,370,000 7.50 0.91 
SA Bond R2032-130,000 9,913,000 10.38 1.12 10,043,000 9.91 1.21 
SA Bond R20331,186,000 1.36 0.15 1,186,000 1.27 0.15 
SA Bond R2035-357,000 13,432,001 14.41 1.55 13,789,001 13.65 1.66 
SA Bond R2037469,000 14,740,001 15.18 1.63 14,271,001 13.34 1.62 
SA Bond R2038328,000 2,145,000 2.55 0.27 1,817,000 1.97 0.24 
SA Bond R2039389,000 389,000 0.43 0.05 0.00 0.00 
SA Bond R2040880,000 14,532,001 15.14 1.63 13,652,001 12.71 1.55 
SA Bond R2042527,000 527,000 0.59 0.06 0.00 0.00 
SA Bond R20441,315,000 15,700,000 15.69 1.69 14,385,000 12.72 1.55 
SA Bond R20482,471,000 25,096,000 24.96 2.68 22,625,000 19.71 2.40 
SA Bond R2053569,000 5,233,999 6.80 0.73 4,664,999 5.28 0.64 
SA Bond R209404,000 4,606,000 4.01 0.43 4,202,000 3.33 0.41 
SA Bond R210544,000 1.39 0.15 544,000 1.37 0.17 
SA Bond R213-166,000 5,431,000 5.44 0.58 5,597,000 5.34 0.65 
SA Bond R214440,000 4,798,001 3.92 0.42 4,358,001 3.18 0.39 
Bond Total6,665,334 169,643,336 195.19 20.97 162,978,002 170.85 20.78 
SPDR Bloomberg Barclays US Treasury Bond17,671 129,184 46.21 4.96 111,513 41.33 5.03 
Bonds Total17,671 129,184 46.21 4.96 111,513 41.33 5.03 
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF593 2,607 5.11 0.55 2,014 4.06 0.49 
Cash Total593 2,607 5.11 0.55 2,014 4.06 0.49 
Cash on call8.53 0.92 9.72 1.18 
Cash on call Total8.53 0.92 9.72 1.18 
Sasol Ltd.8,241 36,306 3.86 0.41 28,065 3.02 0.37 
Chemicals Total8,241 36,306 3.86 0.41 28,065 3.02 0.37 
iShares Core FTSE 100 UCITS ETF527 3,511 15.61 1.68 2,984 12.91 1.57 
iShares Core S&P 500 ETF967 8,880 108.80 11.69 7,913 97.05 11.81 
iShares Global Energy ETF4,200 19,332 13.49 1.45 15,132 10.87 1.32 
iShares MSCI China ETF17,235 125,204 11.98 1.29 107,969 10.53 1.28 
iShares MSCI Global Metals & Mining Producers ETF1,150 11,645 9.93 1.07 10,495 8.01 0.97 
SPDR MSCI Europe UCITS ETF10,275 25,514 11.46 1.23 15,239 27.37 3.33 
Vanguard FTSE Japan UCITS ETF3,125 25,958 19.05 2.05 22,833 16.79 2.04 
Equities Total37,479 220,044 190.32 20.45 182,565 183.55 22.32 
NewGold344 133,864 88.99 9.56 133,520 82.15 9.99 
Exchange Traded Funds Total344 133,864 88.99 9.56 133,520 82.15 9.99 
European - Currency0.04 0.00 0.04 0.00 
United Kingdom - Currency0.05 0.01 0.04 0.00 
USA - Currency0.46 0.05 0.04 0.00 
For Currency Total0.54 0.06 0.12 0.01 
Foreign - Equities164.12 17.63 128.07 15.58 
Foreign Invest Total164.12 17.63 128.07 15.58 
Mondi plc4,260 17,276 3.52 0.38 13,016 3.07 0.37 
The Bidvest Group Ltd.17,192 4.08 0.44 17,192 3.64 0.44 
General Industrials Total4,260 34,468 7.60 0.82 30,208 6.71 0.82 
Anglo American plc375 9,136 6.26 0.67 8,761 5.66 0.69 
BHP Group Ltd.631 8,172 4.14 0.45 7,541 3.59 0.44 
Glencore plc4,275 50,393 4.59 0.49 46,118 3.68 0.45 
Industrial Metals and Mining Total5,281 67,701 15.00 1.61 62,420 12.93 1.57 
Reinet Investments SCA766 7,187 4.17 0.45 6,421 3.24 0.39 
Remgro Ltd.3,364 24,291 4.41 0.47 20,927 3.51 0.43 
Investment Banking and Brokerage Services Total4,130 31,478 8.58 0.92 27,348 6.75 0.82 
Discovery Ltd.582 21,249 4.84 0.52 20,667 4.07 0.50 
Old Mutual Ltd.10,000 244,943 3.65 0.39 234,943 3.14 0.38 
Sanlam Ltd.57,347 5.65 0.61 57,347 4.79 0.58 
Life Insurance Total10,582 323,539 14.13 1.52 312,957 12.00 1.46 
eMedia Holdings Ltd.-8,780 0.00 0.00 8,780 0.02 0.00 
Media Total-8,780 0.00 0.00 8,780 0.02 0.00 
OUTsurance Group Ltd.1,043 49,657 3.56 0.38 48,614 3.49 0.42 
Non-life Insurance Total1,043 49,657 3.56 0.38 48,614 3.49 0.42 
Bid Corporation Ltd.1,432 12,411 5.24 0.56 10,979 4.75 0.58 
Clicks Group Ltd.2,111 12,244 4.12 0.44 10,133 3.57 0.43 
Shoprite Holdings Ltd.1,298 16,751 4.53 0.49 15,453 4.23 0.52 
Personal Care, Drug and Grocery Stores Total4,841 41,406 13.88 1.49 36,565 12.55 1.53 
Compagnie Financière Richemont SA124 1,566 5.68 0.61 1,442 4.71 0.57 
Personal Goods Total124 1,566 5.68 0.61 1,442 4.71 0.57 
AngloGold Ashanti plc-301 7,560 10.83 1.16 7,861 9.54 1.16 
Gold Fields Ltd.17,945 13.02 1.40 17,938 13.08 1.59 
Harmony Gold Mining Company Ltd.-1,562 16,744 5.64 0.61 18,306 5.76 0.70 
Impala Platinum Holdings Ltd.-53 24,702 6.47 0.70 24,755 5.46 0.66 
Northam Platinum Holdings Ltd.-1,382 14,495 4.89 0.53 15,877 4.46 0.54 
Sibanye Stillwater Ltd.-11,218 93,478 5.66 0.61 104,696 5.16 0.63 
Valterra Platinum Ltd.-208 5,893 8.31 0.89 6,101 7.54 0.92 
Precious Metals and Mining Total-14,717 180,817 54.82 5.89 195,534 51.00 6.20 
NEPI Rockcastle NV27,729 4.04 0.43 27,729 3.83 0.47 
Real Estate Investment and Services Total27,729 4.04 0.43 27,729 3.83 0.47 
Growthpoint Properties Ltd.221,312 3.80 0.41 221,312 3.26 0.40 
Real Estate Investment Trusts Total221,312 3.80 0.41 221,312 3.26 0.40 
Mr Price Group Ltd.3,845 19,880 3.48 0.37 16,035 3.27 0.40 
Pepkor Holdings Ltd.9,000 159,053 4.21 0.45 150,053 3.65 0.44 
Woolworths Holdings Ltd.6,906 63,861 3.58 0.38 56,955 2.86 0.35 
Retailers Total19,751 242,794 11.26 1.21 223,043 9.78 1.19 
Naspers Ltd.10,090 12,072 13.33 1.43 1,982 12.40 1.51 
Prosus NV964 5,606 5.74 0.62 4,642 5.62 0.68 
Software and Computer Services Total11,054 17,678 19.07 2.05 6,624 18.02 2.19 
MTN Group Ltd.4,690 49,743 8.43 0.91 45,053 6.53 0.79 
Vodacom Group Ltd.28,459 4.02 0.43 28,459 3.79 0.46 
Telecommunications Service Providers Total4,690 78,202 12.45 1.34 73,512 10.33 1.26 
British American Tobacco plc475 5,807 5.54 0.60 5,332 4.86 0.59 
Tobacco Total475 5,807 5.54 0.60 5,332 4.86 0.59 
Portfolio Total6,783,848 171,719,961 930.81 100.00 164,936,113 822.04 99.99