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H4 Worldwide Equity Fund  |  Worldwide-Equity-General
30.8918    -0.0324    (-0.105%)
NAV price (ZAR) Fri 12 Dec 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-1,851 153,963 27.88 0.68 155,814 27.42 0.73 
Capitec Bank Holdings Ltd.-179 16,002 55.59 1.35 16,181 57.46 1.53 
FirstRand Ltd.-12,326 945,392 73.42 1.78 957,718 72.49 1.93 
Investec plc-2,592 112,400 14.40 0.35 114,992 15.20 0.40 
Nedbank Group Ltd.-1,294 84,440 18.03 0.44 85,734 20.84 0.55 
Standard Bank Group Ltd.-2,520 244,105 57.70 1.40 246,625 56.11 1.49 
Banks Total-20,762 1,556,302 247.02 6.00 1,577,064 249.52 6.64 
Anheuser-Busch InBev SA/NV-1,104 16,248 16.68 0.41 17,352 21.15 0.56 
Beverages Total-1,104 16,248 16.68 0.41 17,352 21.15 0.56 
Cash on call184.05 4.47 137.02 3.65 
Margin Account12.00 0.29 24.90 0.66 
Cash on call Total196.05 4.76 161.92 4.31 
Sasol Ltd.-1,489 109,264 11.74 0.29 110,753 8.72 0.23 
Chemicals Total-1,489 109,264 11.74 0.29 110,753 8.72 0.23 
iShares Core MSCI Emerging Markets IMI UCITS ETF307,746 229.33 5.57 307,746 214.86 5.72 
Vangaurd FTSE All World ETF265,459 735.56 17.86 265,459 710.59 18.91 
Xtrackers MSCI World UCITS ETF117,500 144,500 97.02 2.36 27,000 17.86 0.48 
Equities Total117,500 717,705 1,061.91 25.79 600,205 943.31 25.11 
European - Currency0.00 0.00 0.00 0.00 
United Kingdom - Currency0.00 0.00 0.00 0.00 
USA - Currency72.12 1.75 99.46 2.65 
For Currency Total72.12 1.75 99.46 2.65 
iShares Developed Markets Property Yield UCITS ETF61,000 25.63 0.62 61,000 25.68 0.68 
Foreign Property Total61,000 25.63 0.62 61,000 25.68 0.68 
Mondi plc-193 35,113 8.27 0.20 35,306 10.28 0.27 
The Bidvest Group Ltd.-714 63,128 13.37 0.32 63,842 14.91 0.40 
General Industrials Total-907 98,241 21.65 0.53 99,148 25.19 0.67 
Anglo American plc-1,441 59,387 38.39 0.93 60,828 31.97 0.85 
BHP Group Ltd.-1,535 28,449 13.56 0.33 29,984 12.80 0.34 
Glencore plc159,141 159,141 12.68 0.31 0.00 0.00 
Industrial Metals and Mining Total156,165 246,977 64.64 1.57 90,812 44.78 1.19 
Reinet Investments SCA-239 24,762 12.50 0.30 25,001 14.40 0.38 
Remgro Ltd.-1,368 92,347 15.49 0.38 93,715 14.83 0.39 
Investment Banking and Brokerage Services Total-1,607 117,109 27.99 0.68 118,716 29.23 0.78 
Discovery Ltd.-1,278 99,531 19.61 0.48 100,809 21.65 0.58 
Old Mutual Ltd.-13,320 760,906 10.16 0.25 774,226 9.34 0.25 
Sanlam Ltd.-3,335 325,893 27.24 0.66 329,228 29.19 0.78 
Life Insurance Total-17,933 1,186,330 57.01 1.38 1,204,263 60.19 1.60 
eMedia Holdings Ltd.38,752 38,752 0.07 0.00 0.00 0.00 
Media Total38,752 38,752 0.07 0.00 0.00 0.00 
OUTsurance Group Ltd.-2,651 158,081 11.33 0.28 160,732 12.59 0.34 
Non-life Insurance Total-2,651 158,081 11.33 0.28 160,732 12.59 0.34 
iShares Core MSCI World UCITS ETF330,424 717.19 17.42 330,424 690.85 18.39 
iShares World Equity Index - A27,379 106,964 717.43 17.42 99,585 643.14 17.12 
Peregrine US Managed Volatility Equity-4,650 31,905 112.72 2.74 36,555 128.70 3.43 
Offshore Intern Total2,729 469,293 1,547.34 37.58 466,564 1,462.69 38.93 
Bid Corporation Ltd.-704 62,343 26.95 0.65 63,047 29.47 0.78 
Clicks Group Ltd.-739 43,895 15.47 0.38 44,634 16.56 0.44 
Shoprite Holdings Ltd.-975 87,785 24.05 0.58 88,760 24.58 0.65 
Personal Care, Drug and Grocery Stores Total-2,418 194,023 66.47 1.61 196,441 70.61 1.88 
Compagnie Financière Richemont SA-258 8,724 28.52 0.69 8,982 29.92 0.80 
Personal Goods Total-258 8,724 28.52 0.69 8,982 29.92 0.80 
Aspen Pharmacare Holdings Ltd.-73,224 0.00 0.00 73,224 8.75 0.23 
Pharmaceuticals and Biotechnology Total-73,224 0.00 0.00 73,224 8.75 0.23 
AngloGold Ashanti plc-593 65,882 79.95 1.94 66,475 53.24 1.42 
Gold Fields Ltd.-1,645 164,198 119.72 2.91 165,843 68.95 1.84 
Harmony Gold Mining Company Ltd.-706 101,734 32.03 0.78 102,440 25.08 0.67 
Impala Platinum Holdings Ltd.-2,275 145,171 32.02 0.78 147,446 23.43 0.62 
Northam Platinum Holdings Ltd.-882 65,882 18.51 0.45 66,764 12.80 0.34 
Sibanye Stillwater Ltd.-9,175 521,235 25.69 0.62 530,410 17.11 0.46 
Valterra Platinum Ltd.16,718 40,566 50.11 1.22 23,848 18.85 0.50 
Precious Metals and Mining Total1,442 1,104,668 358.03 8.69 1,103,226 219.46 5.84 
NEPI Rockcastle NV-2,151 109,463 15.14 0.37 111,614 15.06 0.40 
Real Estate Investment and Services Total-2,151 109,463 15.14 0.37 111,614 15.06 0.40 
Growthpoint Properties Ltd.-4,149 625,946 9.22 0.22 630,095 8.44 0.22 
Real Estate Investment Trusts Total-4,149 625,946 9.22 0.22 630,095 8.44 0.22 
Mr Price Group Ltd.-551 46,765 9.53 0.23 47,316 10.48 0.28 
Pepkor Holdings Ltd.189,772 686,804 16.70 0.41 497,032 13.53 0.36 
Woolworths Holdings Ltd.-2,231 166,068 8.35 0.20 168,299 8.71 0.23 
Retailers Total186,990 899,637 34.57 0.84 712,647 32.72 0.87 
Naspers Ltd.47 18,045 112.87 2.74 17,998 99.27 2.64 
Prosus NV-1,229 30,781 37.27 0.91 32,010 31.74 0.84 
Software and Computer Services Total-1,182 48,826 150.13 3.65 50,008 131.01 3.49 
MTN Group Ltd.-12,864 326,949 47.41 1.15 339,813 47.86 1.27 
Vodacom Group Ltd.-767 110,943 14.79 0.36 111,710 15.27 0.41 
Telecommunications Service Providers Total-13,631 437,892 62.20 1.51 451,523 63.13 1.68 
British American Tobacco plc-3,097 35,785 32.64 0.79 38,882 33.26 0.89 
Tobacco Total-3,097 35,785 32.64 0.79 38,882 33.26 0.89 
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 Total357,015 8,399,442 4,118.11 100.00 8,042,427 3,756.79 100.00