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Baroque BCI Moderato Fund of Funds  |  South African-Multi Asset-Medium Equity
Reg Compliant
2.9359    +0.0012    (+0.041%)
NAV price (ZAR) Wed 5 Nov 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Allan Gray Bond - A56,201 2,395,533 27.58 5.54 2,339,332 25.95 5.46 
Bond Fund Total56,201 2,395,533 27.58 5.54 2,339,332 25.95 5.46 
Cash on call15.17 3.05 13.72 2.89 
Cash on call Total15.17 3.05 13.72 2.89 
PortfolioMetrix Active Income Prescient Actively Managed ETF1,603,544 18.33 3.69 1,603,544 17.54 3.69 
Satrix 40 - A100,298 445,305 45.34 9.12 345,007 31.08 6.55 
Satrix MSCI China Feeder ETF219,820 219,820 12.58 2.53 0.00 0.00 
Satrix MSCI World Feeder ETF23,176 187,371 20.22 4.06 164,195 17.08 3.60 
Satrix S&P 500 Feeder ETF20,448 186,035 22.72 4.57 165,587 19.34 4.07 
Exchange Traded Funds Total363,742 2,642,075 119.19 23.96 2,278,333 85.04 17.90 
United Kingdom - Currency0.00 0.00 0.00 0.00 
USA - Currency0.00 0.00 0.00 0.00 
For Currency Total0.00 0.00 0.00 0.00 
36ONE BCI Equity - D-434,886 2,561,542 32.72 6.58 2,996,428 34.80 7.33 
Allan Gray Equity - C537 39,270 28.40 5.71 38,733 26.50 5.58 
Bateleur BCI SA Equity - B5-13,089,864 0.00 0.00 13,089,864 18.90 3.98 
Fairtree SA Equity Prescient Fund - A26,712,209 39.78 8.00 6,712,209 35.33 7.44 
Nedgroup Inv Private Wealth Equity - A208,819 19.76 3.97 208,819 19.22 4.05 
PSG Equity - F34,388 1,322,498 28.11 5.65 1,288,110 25.83 5.44 
General Equity Total-13,489,825 10,844,338 148.78 29.91 24,334,163 160.58 33.82 
Fairtree BCI Income Plus - F-5,308,761 50,704,608 65.43 13.16 56,013,369 71.53 15.06 
Thyme BCI Multi Asset Income - A-72,272 3,751,238 41.50 8.34 3,823,510 42.34 8.92 
Income Total-5,381,033 54,455,846 106.93 21.50 59,836,879 113.87 23.98 
BlueAlpha BCI Global Equity - D-4,544,792 0.00 0.00 4,544,792 20.74 4.37 
M&G Global Equity Feeder - B2,231,029 2,231,029 21.76 4.37 0.00 0.00 
Old Mutual Global Equity - B1695 386,277 30.32 6.10 385,582 28.89 6.08 
International Total-2,313,068 2,617,306 52.07 10.47 4,930,374 49.63 10.45 
Amplify SCI Property Equity - D186,336 8,028,402 27.66 5.56 7,842,066 26.09 5.49 
Property Unit Trusts Total186,336 8,028,402 27.66 5.56 7,842,066 26.09 5.49 
Portfolio Total-20,577,647 80,983,500 497.38 100.00 101,561,147 474.89 100.00