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H4 Stable Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
16.3387    +0.0193    (+0.118%)
NAV price (ZAR) Tue 30 Dec 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-1,196 92,157 16.69 0.38 93,353 16.43 0.40 
Capitec Bank Holdings Ltd.-115 9,579 33.28 0.76 9,694 34.42 0.83 
FirstRand Ltd.-7,927 565,875 43.95 1.00 573,802 43.43 1.05 
Investec plc-1,618 67,278 8.62 0.20 68,896 9.11 0.22 
Nedbank Group Ltd.-823 50,543 10.79 0.25 51,366 12.48 0.30 
Standard Bank Group Ltd.-1,650 146,112 34.54 0.79 147,762 33.62 0.82 
Banks Total-13,329 931,544 147.86 3.36 944,873 149.49 3.62 
Anheuser-Busch InBev SA/NV-670 9,726 9.99 0.23 10,396 12.67 0.31 
Beverages Total-670 9,726 9.99 0.23 10,396 12.67 0.31 
SA Bond R1861,000,000 68,000,000 72.34 1.65 67,000,000 69.72 1.69 
SA Bond R20305,000,000 119,000,000 121.03 2.75 114,000,000 115.87 2.81 
SA Bond R20326,000,000 68,000,000 67.13 1.53 62,000,000 60.49 1.47 
SA Bond R2035-86,000,000 120,000,000 118.77 2.70 206,000,000 198.49 4.81 
SA Bond R20373,000,000 88,000,000 82.24 1.87 85,000,000 76.99 1.87 
SA Bond R20403,000,000 61,000,000 56.80 1.29 58,000,000 52.32 1.27 
SA Bond R20443,000,000 62,000,000 54.82 1.25 59,000,000 50.10 1.21 
SA Bond R20483,000,000 88,000,000 76.66 1.74 85,000,000 70.76 1.72 
Bond Total-62,000,000 674,000,000 649.80 14.78 736,000,000 694.75 16.84 
Vanguard USD Treasury Bond UCITS ETF78,499 36.53 0.83 78,499 36.97 0.90 
Bonds Total78,499 36.53 0.83 78,499 36.97 0.90 
JPM USD Standard Money Market VNAV Fund-303 628 186.67 4.25 931 281.65 6.83 
Cash Total-303 628 186.67 4.25 931 281.65 6.83 
Cash on call214.68 4.88 328.66 7.97 
Margin Account5.16 0.12 10.57 0.26 
Cash on call Total219.84 5.00 339.22 8.22 
Sasol Ltd.-955 65,401 7.03 0.16 66,356 5.23 0.13 
Chemicals Total-955 65,401 7.03 0.16 66,356 5.23 0.13 
iShares Core MSCI Emerging Markets IMI UCITS ETF52,290 38.97 0.89 52,290 36.51 0.89 
Vangaurd FTSE All World ETF71,570 198.31 4.51 71,570 191.58 4.64 
Xtrackers MSCI World UCITS ETF5,930 5,930 3.98 0.09 0.00 0.00 
Equities Total5,930 129,790 241.26 5.49 123,860 228.09 5.53 
CITADEL SA Bond H4 - B265,674,572 869.41 19.78 65,674,572 822.36 19.94 
Citadel SA Managed Volatility Equity H4 - B21,419,011 20,030,535 322.79 7.34 18,611,524 284.44 6.90 
Flexible Total1,419,011 85,705,107 1,192.19 27.12 84,286,096 1,106.80 26.83 
USA - Currency108.32 2.46 112.82 2.74 
For Currency Total108.32 2.46 112.82 2.74 
Foreign - Bonds70.59 1.61 72.36 1.75 
Foreign Invest Total70.59 1.61 72.36 1.75 
iShares Developed Markets Property Yield UCITS ETF43,000 18.07 0.41 43,000 18.11 0.44 
Foreign Property Total43,000 18.07 0.41 43,000 18.11 0.44 
Mondi plc-136 21,017 4.95 0.11 21,153 6.16 0.15 
The Bidvest Group Ltd.-464 37,786 8.00 0.18 38,250 8.93 0.22 
General Industrials Total-600 58,803 12.96 0.29 59,403 15.09 0.37 
Citadel SA Income H4 - B219,864,405 34,012,145 362.94 8.26 14,147,740 150.65 3.65 
Income Total19,864,405 34,012,145 362.94 8.26 14,147,740 150.65 3.65 
Anglo American plc-897 35,547 22.98 0.52 36,444 19.16 0.46 
BHP Group Ltd.-935 17,029 8.12 0.18 17,964 7.67 0.19 
Glencore plc95,255 95,255 7.59 0.17 0.00 0.00 
Industrial Metals and Mining Total93,423 147,831 38.69 0.88 54,408 26.83 0.65 
Reinet Investments SCA-157 14,822 7.49 0.17 14,979 8.63 0.21 
Remgro Ltd.-872 55,276 9.27 0.21 56,148 8.88 0.22 
Investment Banking and Brokerage Services Total-1,029 70,098 16.76 0.38 71,127 17.51 0.42 
Discovery Ltd.-822 59,576 11.74 0.27 60,398 12.97 0.31 
Old Mutual Ltd.-8,416 455,449 6.08 0.14 463,865 5.60 0.14 
Sanlam Ltd.-2,185 195,067 16.31 0.37 197,252 17.49 0.42 
Life Insurance Total-11,423 710,092 34.12 0.78 721,515 36.06 0.87 
eMedia Holdings Ltd.23,196 23,196 0.04 0.00 0.00 0.00 
Media Total23,196 23,196 0.04 0.00 0.00 0.00 
OUTsurance Group Ltd.-1,679 94,621 6.78 0.15 96,300 7.54 0.18 
Non-life Insurance Total-1,679 94,621 6.78 0.15 96,300 7.54 0.18 
iShares Core MSCI World UCITS ETF-18,800 132,259 287.07 6.53 151,059 315.84 7.66 
Peregrine US Managed Volatility Equity46,769 83,698 295.69 6.73 36,929 130.01 3.15 
Offshore Intern Total27,969 215,957 582.76 13.26 187,988 445.85 10.81 
Bid Corporation Ltd.-456 37,317 16.13 0.37 37,773 17.66 0.43 
Clicks Group Ltd.-467 26,274 9.26 0.21 26,741 9.92 0.24 
Shoprite Holdings Ltd.-634 52,545 14.40 0.33 53,179 14.73 0.36 
Personal Care, Drug and Grocery Stores Total-1,557 116,136 39.79 0.91 117,693 42.31 1.03 
Compagnie Financière Richemont SA-159 5,222 17.07 0.39 5,381 17.92 0.43 
Personal Goods Total-159 5,222 17.07 0.39 5,381 17.92 0.43 
Aspen Pharmacare Holdings Ltd.-43,871 0.00 0.00 43,871 5.24 0.13 
Pharmaceuticals and Biotechnology Total-43,871 0.00 0.00 43,871 5.24 0.13 
AngloGold Ashanti plc-393 39,434 47.85 1.09 39,827 31.90 0.77 
Gold Fields Ltd.-1,079 98,283 71.66 1.63 99,362 41.31 1.00 
Harmony Gold Mining Company Ltd.-481 60,894 19.17 0.44 61,375 15.03 0.36 
Impala Platinum Holdings Ltd.-1,446 86,894 19.16 0.44 88,340 14.04 0.34 
Northam Platinum Holdings Ltd.-558 39,435 11.08 0.25 39,993 7.67 0.19 
Sibanye Stillwater Ltd.-5,796 311,991 15.38 0.35 317,787 10.25 0.25 
Valterra Platinum Ltd.9,993 24,281 30.00 0.68 14,288 11.29 0.27 
Precious Metals and Mining Total240 661,212 214.30 4.87 660,972 131.49 3.19 
NEPI Rockcastle NV-1,350 65,521 9.06 0.21 66,871 9.02 0.22 
Real Estate Investment and Services Total-1,350 65,521 9.06 0.21 66,871 9.02 0.22 
Growthpoint Properties Ltd.-2,844 374,667 5.52 0.13 377,511 5.05 0.12 
Real Estate Investment Trusts Total-2,844 374,667 5.52 0.13 377,511 5.05 0.12 
Mr Price Group Ltd.-356 27,992 5.70 0.13 28,348 6.28 0.15 
Pepkor Holdings Ltd.113,306 411,095 9.99 0.23 297,789 8.11 0.20 
Woolworths Holdings Ltd.-1,431 99,402 5.00 0.11 100,833 5.22 0.13 
Retailers Total111,519 538,489 20.69 0.47 426,970 19.61 0.48 
Naspers Ltd.18 10,801 67.56 1.54 10,783 59.47 1.44 
Prosus NV-754 18,424 22.31 0.51 19,178 19.02 0.46 
Software and Computer Services Total-736 29,225 89.86 2.04 29,961 78.49 1.90 
MTN Group Ltd.-7,895 195,699 28.38 0.65 203,594 28.67 0.70 
Vodacom Group Ltd.-523 66,406 8.85 0.20 66,929 9.15 0.22 
Telecommunications Service Providers Total-8,418 262,105 37.23 0.85 270,523 37.82 0.92 
British American Tobacco plc-1,875 21,420 19.54 0.44 23,295 19.93 0.48 
Tobacco Total-1,875 21,420 19.54 0.44 23,295 19.93 0.48 
Portfolio Total-40,545,105 798,370,435 4,396.28 100.00 838,915,540 4,124.57 100.00