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H4 Stable Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
16.1803    +0.0850    (+0.528%)
NAV price (ZAR) Tue 31 Mar 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.3,253 95,410 22.84 0.50 92,157 16.69 0.38 
Capitec Bank Holdings Ltd.321 9,900 41.14 0.90 9,579 33.28 0.76 
FirstRand Ltd.19,917 585,792 53.16 1.17 565,875 43.95 1.00 
Investec plc856 68,134 8.32 0.18 67,278 8.62 0.20 
Nedbank Group Ltd.1,899 52,442 13.96 0.31 50,543 10.79 0.25 
Standard Bank Group Ltd.5,094 151,206 43.91 0.96 146,112 34.54 0.79 
Banks Total31,340 962,884 183.34 4.02 931,544 147.86 3.36 
Anheuser-Busch InBev SA/NV1,025 10,751 11.51 0.25 9,726 9.99 0.23 
Beverages Total1,025 10,751 11.51 0.25 9,726 9.99 0.23 
SA Bond R186-68,000,000 0.00 0.00 68,000,000 72.34 1.65 
SA Bond R18722,666,667 22,666,667 23.46 0.51 0.00 0.00 
SA Bond R18822,666,667 22,666,667 24.19 0.53 0.00 0.00 
SA Bond R2030119,000,000 125.72 2.76 119,000,000 121.03 2.75 
SA Bond R203268,000,000 71.21 1.56 68,000,000 67.13 1.53 
SA Bond R2035120,000,000 128.78 2.83 120,000,000 118.77 2.70 
SA Bond R203788,000,000 90.65 1.99 88,000,000 82.24 1.87 
SA Bond R204061,000,000 63.55 1.39 61,000,000 56.80 1.29 
SA Bond R204462,000,000 61.96 1.36 62,000,000 54.82 1.25 
SA Bond R204888,000,000 87.52 1.92 88,000,000 76.66 1.74 
Bond Total-22,666,666 651,333,334 677.05 14.86 674,000,000 649.80 14.78 
Vanguard USD Treasury Bond UCITS ETF-46,000 32,499 14.69 0.32 78,499 36.53 0.83 
Bonds Total-46,000 32,499 14.69 0.32 78,499 36.53 0.83 
JPM USD Standard Money Market VNAV Fund628 181.37 3.98 628 186.67 4.25 
Cash Total628 181.37 3.98 628 186.67 4.25 
Cash on call158.51 3.48 214.68 4.88 
Margin Account2.49 0.05 5.16 0.12 
Cash on call Total161.00 3.53 219.84 5.00 
Sasol Ltd.1,857 67,258 7.14 0.16 65,401 7.03 0.16 
Chemicals Total1,857 67,258 7.14 0.16 65,401 7.03 0.16 
iShares Core MSCI Emerging Markets IMI UCITS ETF52,290 39.14 0.86 52,290 38.97 0.89 
Vangaurd FTSE All World ETF71,570 197.68 4.34 71,570 198.31 4.51 
Xtrackers MSCI World ex USA UCITS ETF43,430 43,430 29.67 0.65 0.00 0.00 
Xtrackers MSCI World UCITS ETF-5,930 0.00 0.00 5,930 3.98 0.09 
Equities Total37,500 167,290 266.50 5.85 129,790 241.26 5.49 
CITADEL SA Bond H4 - B2454,140 66,128,712 890.93 19.55 65,674,572 869.41 19.78 
Citadel SA Managed Volatility Equity H4 - B2576,718 20,607,253 334.84 7.35 20,030,535 322.79 7.34 
Flexible Total1,030,858 86,735,965 1,225.77 26.90 85,705,107 1,192.19 27.12 
USA - Currency78.46 1.72 108.32 2.46 
For Currency Total78.46 1.72 108.32 2.46 
Foreign - Bonds68.62 1.51 70.59 1.61 
Foreign Invest Total68.62 1.51 70.59 1.61 
iShares Developed Markets Property Yield UCITS ETF-43,000 0.00 0.00 43,000 18.07 0.41 
Foreign Property Total-43,000 0.00 0.00 43,000 18.07 0.41 
Mondi plc241 21,258 4.33 0.10 21,017 4.95 0.11 
The Bidvest Group Ltd.1,410 39,196 9.31 0.20 37,786 8.00 0.18 
General Industrials Total1,651 60,454 13.64 0.30 58,803 12.96 0.29 
Citadel SA Income H4 - B25,727,211 39,739,356 423.89 9.30 34,012,145 362.94 8.26 
Income Total5,727,211 39,739,356 423.89 9.30 34,012,145 362.94 8.26 
Anglo American plc-1,471 34,076 23.35 0.51 35,547 22.98 0.52 
BHP Group Ltd.-378 16,651 8.44 0.19 17,029 8.12 0.18 
Glencore plc18,762 114,017 10.39 0.23 95,255 7.59 0.17 
Industrial Metals and Mining Total16,913 164,744 42.18 0.93 147,831 38.69 0.88 
Reinet Investments SCA563 15,385 8.92 0.20 14,822 7.49 0.17 
Remgro Ltd.2,263 57,539 10.45 0.23 55,276 9.27 0.21 
Investment Banking and Brokerage Services Total2,826 72,924 19.37 0.43 70,098 16.76 0.38 
Discovery Ltd.2,326 61,902 14.09 0.31 59,576 11.74 0.27 
Old Mutual Ltd.15,870 471,319 7.02 0.15 455,449 6.08 0.14 
Sanlam Ltd.6,724 201,791 19.87 0.44 195,067 16.31 0.37 
Life Insurance Total24,920 735,012 40.98 0.90 710,092 34.12 0.78 
eMedia Holdings Ltd.-23,196 0.00 0.00 23,196 0.04 0.00 
Media Total-23,196 0.00 0.00 23,196 0.04 0.00 
OUTsurance Group Ltd.3,730 98,351 7.05 0.15 94,621 6.78 0.15 
Non-life Insurance Total3,730 98,351 7.05 0.15 94,621 6.78 0.15 
iShares Core MSCI World UCITS ETF132,259 287.68 6.31 132,259 287.07 6.53 
Peregrine US Managed Volatility Equity2,836 86,534 300.13 6.59 83,698 295.69 6.73 
Peregrine USD Short Duration Fund21,406 21,406 41.75 0.92 0.00 0.00 
Offshore Intern Total24,242 240,199 629.56 13.82 215,957 582.76 13.26 
Bid Corporation Ltd.1,279 38,596 16.28 0.36 37,317 16.13 0.37 
Clicks Group Ltd.716 26,990 9.08 0.20 26,274 9.26 0.21 
Shoprite Holdings Ltd.1,691 54,236 14.66 0.32 52,545 14.40 0.33 
Personal Care, Drug and Grocery Stores Total3,686 119,822 40.02 0.88 116,136 39.79 0.91 
Compagnie Financière Richemont SA196 5,418 19.65 0.43 5,222 17.07 0.39 
Personal Goods Total196 5,418 19.65 0.43 5,222 17.07 0.39 
AngloGold Ashanti plc680 40,114 57.49 1.26 39,434 47.85 1.09 
Gold Fields Ltd.3,567 101,850 73.91 1.62 98,283 71.66 1.63 
Harmony Gold Mining Company Ltd.2,098 62,992 21.23 0.47 60,894 19.17 0.44 
Impala Platinum Holdings Ltd.3,209 90,103 23.61 0.52 86,894 19.16 0.44 
Northam Platinum Holdings Ltd.1,190 40,625 13.70 0.30 39,435 11.08 0.25 
Sibanye Stillwater Ltd.10,400 322,391 19.50 0.43 311,991 15.38 0.35 
Valterra Platinum Ltd.2,667 26,948 37.98 0.83 24,281 30.00 0.68 
Precious Metals and Mining Total23,811 685,023 247.43 5.43 661,212 214.30 4.87 
NEPI Rockcastle NV2,752 68,273 9.96 0.22 65,521 9.06 0.21 
Real Estate Investment and Services Total2,752 68,273 9.96 0.22 65,521 9.06 0.21 
Growthpoint Properties Ltd.15,653 390,320 6.70 0.15 374,667 5.52 0.13 
Real Estate Investment Trusts Total15,653 390,320 6.70 0.15 374,667 5.52 0.13 
Mr Price Group Ltd.892 28,884 5.05 0.11 27,992 5.70 0.13 
Pepkor Holdings Ltd.12,323 423,418 11.20 0.25 411,095 9.99 0.23 
Woolworths Holdings Ltd.4,914 104,316 5.84 0.13 99,402 5.00 0.11 
Retailers Total18,129 556,618 22.10 0.48 538,489 20.69 0.47 
Naspers Ltd.57,081 67,882 74.98 1.65 10,801 67.56 1.54 
Prosus NV2,583 21,007 21.50 0.47 18,424 22.31 0.51 
Software and Computer Services Total59,664 88,889 96.48 2.12 29,225 89.86 2.04 
MTN Group Ltd.6,975 202,674 34.35 0.75 195,699 28.38 0.65 
Vodacom Group Ltd.2,030 68,436 9.67 0.21 66,406 8.85 0.20 
Telecommunications Service Providers Total9,005 271,110 44.02 0.97 262,105 37.23 0.85 
British American Tobacco plc-2,831 18,589 17.75 0.39 21,420 19.54 0.44 
Tobacco Total-2,831 18,589 17.75 0.39 21,420 19.54 0.44 
Portfolio Total-15,744,724 782,625,711 4,556.22 100.00 798,370,435 4,396.28 100.00