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H4 Diversified Fund  |  South African-Multi Asset-High Equity
Reg Compliant
20.2487    +0.0904    (+0.448%)
NAV price (ZAR) Wed 5 Nov 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-6,040 476,618 86.31 0.90 482,658 84.95 0.97 
Capitec Bank Holdings Ltd.-588 51,202 177.88 1.85 51,790 183.90 2.10 
FirstRand Ltd.-40,057 2,926,621 227.28 2.36 2,966,678 224.55 2.57 
Investec plc-8,256 347,951 44.58 0.46 356,207 47.08 0.54 
Nedbank Group Ltd.-4,176 261,398 55.81 0.58 265,574 64.55 0.74 
Standard Bank Group Ltd.-8,295 755,666 178.63 1.86 763,961 173.82 1.99 
Banks Total-67,412 4,819,456 770.49 8.01 4,886,868 778.85 8.90 
Anheuser-Busch InBev SA/NV-3,452 50,299 51.64 0.54 53,751 65.50 0.75 
Beverages Total-3,452 50,299 51.64 0.54 53,751 65.50 0.75 
SA Bond R2035-94,000,000 61,000,000 60.37 0.63 155,000,000 149.34 1.71 
Bond Total-94,000,000 61,000,000 60.37 0.63 155,000,000 149.34 1.71 
Vanguard USD Treasury Bond UCITS ETF135,414 63.02 0.66 135,414 63.77 0.73 
Bonds Total135,414 63.02 0.66 135,414 63.77 0.73 
JPM USD Standard Money Market VNAV Fund-676 660 196.15 2.04 1,336 404.12 4.62 
Cash Total-676 660 196.15 2.04 1,336 404.12 4.62 
Cash on call599.16 6.23 514.45 5.88 
Margin Account36.23 0.38 73.47 0.84 
Cash on call Total635.39 6.61 587.93 6.72 
Sasol Ltd.-4,830 338,246 36.35 0.38 343,076 27.02 0.31 
Chemicals Total-4,830 338,246 36.35 0.38 343,076 27.02 0.31 
iShares Core MSCI Emerging Markets IMI UCITS ETF239,870 178.75 1.86 239,870 167.47 1.91 
Vangaurd FTSE All World ETF212,826 589.72 6.13 212,826 569.70 6.51 
Xtrackers MSCI World UCITS ETF81,000 141,000 94.67 0.98 60,000 39.69 0.45 
Equities Total81,000 593,696 863.14 8.98 512,696 776.87 8.88 
CITADEL SA Bond H4 - B2382,388 94,050,428 1,245.05 12.95 93,668,040 1,172.89 13.40 
Flexible Total382,388 94,050,428 1,245.05 12.95 93,668,040 1,172.89 13.40 
USA - Currency142.80 1.49 264.85 3.03 
For Currency Total142.80 1.49 264.85 3.03 
Foreign - Bonds135.97 1.41 139.38 1.59 
Foreign Invest Total135.97 1.41 139.38 1.59 
iShares Developed Markets Property Yield UCITS ETF90,000 37.81 0.39 90,000 37.90 0.43 
Foreign Property Total90,000 37.81 0.39 90,000 37.90 0.43 
Mondi plc-667 108,700 25.61 0.27 109,367 31.83 0.36 
The Bidvest Group Ltd.-2,339 195,422 41.39 0.43 197,761 46.18 0.53 
General Industrials Total-3,006 304,122 67.01 0.70 307,128 78.02 0.89 
Citadel SA Income H4 - B215,097,067 31,102,038 331.88 3.45 16,004,971 170.43 1.95 
Income Total15,097,067 31,102,038 331.88 3.45 16,004,971 170.43 1.95 
Anglo American plc-4,583 183,842 118.85 1.24 188,425 99.05 1.13 
BHP Group Ltd.-4,811 88,069 41.98 0.44 92,880 39.65 0.45 
Glencore plc492,648 492,648 39.26 0.41 0.00 0.00 
Industrial Metals and Mining Total483,254 764,559 200.09 2.08 281,305 138.70 1.58 
Reinet Investments SCA-791 76,655 38.71 0.40 77,446 44.62 0.51 
Remgro Ltd.-4,422 285,875 47.95 0.50 290,297 45.92 0.52 
Investment Banking and Brokerage Services Total-5,213 362,530 86.66 0.90 367,743 90.55 1.03 
Discovery Ltd.-4,157 308,115 60.70 0.63 312,272 67.08 0.77 
Old Mutual Ltd.-42,771 2,355,514 31.45 0.33 2,398,285 28.95 0.33 
Sanlam Ltd.-10,980 1,008,856 84.33 0.88 1,019,836 90.43 1.03 
Life Insurance Total-57,908 3,672,485 176.48 1.84 3,730,393 186.45 2.13 
eMedia Holdings Ltd.119,965 119,965 0.22 0.00 0.00 0.00 
Media Total119,965 119,965 0.22 0.00 0.00 0.00 
OUTsurance Group Ltd.-8,528 489,366 35.09 0.36 497,894 39.00 0.45 
Non-life Insurance Total-8,528 489,366 35.09 0.36 497,894 39.00 0.45 
iShares Core MSCI World UCITS ETF414,518 899.72 9.36 414,518 866.68 9.90 
iShares World Equity Index - A2-2,498 65,140 436.91 4.54 67,638 436.81 4.99 
Peregrine US Managed Volatility Equity118,369 226,493 800.16 8.32 108,124 380.66 4.35 
Offshore Intern Total115,871 706,151 2,136.78 22.22 590,280 1,684.15 19.24 
Bid Corporation Ltd.-2,304 192,994 83.42 0.87 195,298 91.29 1.04 
Clicks Group Ltd.-2,377 135,884 47.89 0.50 138,261 51.29 0.59 
Shoprite Holdings Ltd.-3,196 271,753 74.46 0.77 274,949 76.15 0.87 
Personal Care, Drug and Grocery Stores Total-7,877 600,631 205.78 2.14 608,508 218.73 2.50 
Compagnie Financière Richemont SA-819 27,006 88.29 0.92 27,825 92.68 1.06 
Personal Goods Total-819 27,006 88.29 0.92 27,825 92.68 1.06 
Aspen Pharmacare Holdings Ltd.-226,825 0.00 0.00 226,825 27.10 0.31 
Pharmaceuticals and Biotechnology Total-226,825 0.00 0.00 226,825 27.10 0.31 
AngloGold Ashanti plc-1,971 203,947 247.50 2.57 205,918 164.92 1.88 
Gold Fields Ltd.-5,423 508,302 370.60 3.85 513,725 213.60 2.44 
Harmony Gold Mining Company Ltd.-2,391 314,933 99.16 1.03 317,324 77.68 0.89 
Impala Platinum Holdings Ltd.-7,337 449,400 99.12 1.03 456,737 72.59 0.83 
Northam Platinum Holdings Ltd.-2,826 203,948 57.31 0.60 206,774 39.64 0.45 
Sibanye Stillwater Ltd.-29,455 1,613,572 79.53 0.83 1,643,027 53.00 0.61 
Valterra Platinum Ltd.51,708 125,581 155.14 1.61 73,873 58.38 0.67 
Precious Metals and Mining Total2,305 3,419,683 1,108.35 11.53 3,417,378 679.82 7.77 
NEPI Rockcastle NV-6,881 338,861 46.86 0.49 345,742 46.66 0.53 
Real Estate Investment and Services Total-6,881 338,861 46.86 0.49 345,742 46.66 0.53 
Growthpoint Properties Ltd.-14,093 1,937,723 28.54 0.30 1,951,816 26.13 0.30 
Real Estate Investment Trusts Total-14,093 1,937,723 28.54 0.30 1,951,816 26.13 0.30 
Mr Price Group Ltd.-1,799 144,769 29.49 0.31 146,568 32.45 0.37 
Pepkor Holdings Ltd.586,485 2,126,118 51.69 0.54 1,539,633 41.92 0.48 
Woolworths Holdings Ltd.-7,242 514,090 25.85 0.27 521,332 26.98 0.31 
Retailers Total577,444 2,784,977 107.03 1.11 2,207,533 101.36 1.16 
Naspers Ltd.109 55,861 349.39 3.63 55,752 307.49 3.51 
Prosus NV-3,870 95,286 115.36 1.20 99,156 98.32 1.12 
Software and Computer Services Total-3,761 151,147 464.76 4.83 154,908 405.82 4.64 
MTN Group Ltd.-40,498 1,012,126 146.76 1.53 1,052,624 148.25 1.69 
Vodacom Group Ltd.-2,597 343,442 45.78 0.48 346,039 47.30 0.54 
Telecommunications Service Providers Total-43,095 1,355,568 192.54 2.00 1,398,663 195.56 2.23 
British American Tobacco plc-9,666 110,777 101.05 1.05 120,443 103.03 1.18 
Tobacco Total-9,666 110,777 101.05 1.05 120,443 103.03 1.18 
Portfolio Total-77,604,748 209,325,788 9,615.58 100.00 286,930,536 8,752.61 100.00