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H4 Worldwide Equity Fund  |  Worldwide-Equity-General
31.0103    -0.2276    (-0.729%)
NAV price (ZAR) Thu 5 Feb 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-2,878 151,085 36.16 0.84 153,963 27.88 0.68 
Capitec Bank Holdings Ltd.-324 15,678 65.15 1.50 16,002 55.59 1.35 
FirstRand Ltd.-17,774 927,618 84.18 1.94 945,392 73.42 1.78 
Investec plc-4,507 107,893 13.18 0.30 112,400 14.40 0.35 
Nedbank Group Ltd.-1,395 83,045 22.11 0.51 84,440 18.03 0.44 
Standard Bank Group Ltd.-4,665 239,440 69.53 1.61 244,105 57.70 1.40 
Banks Total-31,543 1,524,759 290.33 6.70 1,556,302 247.02 6.00 
Anheuser-Busch InBev SA/NV777 17,025 18.23 0.42 16,248 16.68 0.41 
Beverages Total777 17,025 18.23 0.42 16,248 16.68 0.41 
Cash on call125.24 2.89 184.05 4.47 
Margin Account3,879,920 3,879,920 3.90 0.09 12.00 0.29 
Cash on call Total3,879,920 3,879,920 129.14 2.98 196.05 4.76 
Sasol Ltd.-2,757 106,507 11.31 0.26 109,264 11.74 0.29 
Chemicals Total-2,757 106,507 11.31 0.26 109,264 11.74 0.29 
iShares Core MSCI Emerging Markets IMI UCITS ETF307,746 230.36 5.32 307,746 229.33 5.57 
Vangaurd FTSE All World ETF7,500 272,959 753.95 17.41 265,459 735.56 17.86 
Xtrackers MSCI World ex USA UCITS ETF379,200 379,200 259.06 5.98 0.00 0.00 
Xtrackers MSCI World UCITS ETF-144,500 0.00 0.00 144,500 97.02 2.36 
Equities Total242,200 959,905 1,243.36 28.71 717,705 1,061.91 25.79 
European - Currency0.00 0.00 0.00 0.00 
United Kingdom - Currency0.00 0.00 0.00 0.00 
USA - Currency79.16 1.83 72.12 1.75 
For Currency Total79.16 1.83 72.12 1.75 
iShares Developed Markets Property Yield UCITS ETF-61,000 0.00 0.00 61,000 25.63 0.62 
Foreign Property Total-61,000 0.00 0.00 61,000 25.63 0.62 
Mondi plc-1,449 33,664 6.85 0.16 35,113 8.27 0.20 
The Bidvest Group Ltd.-1,059 62,069 14.74 0.34 63,128 13.37 0.32 
General Industrials Total-2,508 95,733 21.59 0.50 98,241 21.65 0.53 
Anglo American plc-5,427 53,960 36.97 0.85 59,387 38.39 0.93 
BHP Group Ltd.-2,083 26,366 13.37 0.31 28,449 13.56 0.33 
Glencore plc21,409 180,550 16.46 0.38 159,141 12.68 0.31 
Industrial Metals and Mining Total13,899 260,876 66.80 1.54 246,977 64.64 1.57 
Reinet Investments SCA-398 24,364 14.13 0.33 24,762 12.50 0.30 
Remgro Ltd.-1,231 91,116 16.55 0.38 92,347 15.49 0.38 
Investment Banking and Brokerage Services Total-1,629 115,480 30.68 0.71 117,109 27.99 0.68 
Discovery Ltd.-1,507 98,024 22.31 0.52 99,531 19.61 0.48 
Old Mutual Ltd.-14,559 746,347 11.12 0.26 760,906 10.16 0.25 
Sanlam Ltd.-6,350 319,543 31.47 0.73 325,893 27.24 0.66 
Life Insurance Total-22,416 1,163,914 64.90 1.50 1,186,330 57.01 1.38 
eMedia Holdings Ltd.-38,752 0.00 0.00 38,752 0.07 0.00 
Media Total-38,752 0.00 0.00 38,752 0.07 0.00 
OUTsurance Group Ltd.-2,339 155,742 11.16 0.26 158,081 11.33 0.28 
Non-life Insurance Total-2,339 155,742 11.16 0.26 158,081 11.33 0.28 
iShares Core MSCI World UCITS ETF330,424 718.70 16.59 330,424 717.19 17.42 
iShares World Equity Index - A2106,964 716.87 16.55 106,964 717.43 17.42 
Peregrine US Managed Volatility Equity31,905 110.66 2.56 31,905 112.72 2.74 
Peregrine USD Short Duration Fund10,274 10,274 20.04 0.46 0.00 0.00 
Offshore Intern Total10,274 479,567 1,566.27 36.16 469,293 1,547.34 37.58 
Bid Corporation Ltd.-1,225 61,118 25.78 0.60 62,343 26.95 0.65 
Clicks Group Ltd.-1,154 42,741 14.39 0.33 43,895 15.47 0.38 
Shoprite Holdings Ltd.-1,900 85,885 23.21 0.54 87,785 24.05 0.58 
Personal Care, Drug and Grocery Stores Total-4,279 189,744 63.38 1.46 194,023 66.47 1.61 
Compagnie Financière Richemont SA-143 8,581 31.12 0.72 8,724 28.52 0.69 
Personal Goods Total-143 8,581 31.12 0.72 8,724 28.52 0.69 
AngloGold Ashanti plc-2,359 63,523 91.04 2.10 65,882 79.95 1.94 
Gold Fields Ltd.-2,915 161,283 117.04 2.70 164,198 119.72 2.91 
Harmony Gold Mining Company Ltd.-1,984 99,750 33.62 0.78 101,734 32.03 0.78 
Impala Platinum Holdings Ltd.-2,489 142,682 37.38 0.86 145,171 32.02 0.78 
Northam Platinum Holdings Ltd.-1,550 64,332 21.69 0.50 65,882 18.51 0.45 
Sibanye Stillwater Ltd.-10,719 510,516 30.89 0.71 521,235 25.69 0.62 
Valterra Platinum Ltd.2,107 42,673 60.15 1.39 40,566 50.11 1.22 
Precious Metals and Mining Total-19,909 1,084,759 391.81 9.05 1,104,668 358.03 8.69 
NEPI Rockcastle NV-1,350 108,113 15.77 0.36 109,463 15.14 0.37 
Real Estate Investment and Services Total-1,350 108,113 15.77 0.36 109,463 15.14 0.37 
Growthpoint Properties Ltd.-7,864 618,082 10.61 0.24 625,946 9.22 0.22 
Real Estate Investment Trusts Total-7,864 618,082 10.61 0.24 625,946 9.22 0.22 
Mr Price Group Ltd.-1,026 45,739 8.00 0.18 46,765 9.53 0.23 
Pepkor Holdings Ltd.-16,310 670,494 17.73 0.41 686,804 16.70 0.41 
Woolworths Holdings Ltd.-880 165,188 9.25 0.21 166,068 8.35 0.20 
Retailers Total-18,216 881,421 34.99 0.81 899,637 34.57 0.84 
Naspers Ltd.89,449 107,494 118.73 2.74 18,045 112.87 2.74 
Prosus NV2,485 33,266 34.05 0.79 30,781 37.27 0.91 
Software and Computer Services Total91,934 140,760 152.78 3.53 48,826 150.13 3.65 
MTN Group Ltd.-6,008 320,941 54.40 1.26 326,949 47.41 1.15 
Vodacom Group Ltd.-2,571 108,372 15.31 0.35 110,943 14.79 0.36 
Telecommunications Service Providers Total-8,579 429,313 69.71 1.61 437,892 62.20 1.51 
British American Tobacco plc-6,349 29,436 28.11 0.65 35,785 32.64 0.79 
Tobacco Total-6,349 29,436 28.11 0.65 35,785 32.64 0.79 
Phumelela Gaming and Leisure Ltd.159,176 0.00 0.00 159,176 0.00 0.00 
Travel & Leisure Total159,176 0.00 0.00 159,176 0.00 0.00 
Portfolio Total4,009,371 12,408,813 4,331.19 100.00 8,399,442 4,118.11 100.00