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Southern Charter BCI Balanced Fund of Funds  |  South African-Multi Asset-Medium Equity
Reg Compliant
3.0756    +0.0093    (+0.303%)
NAV price (ZAR) Thu 11 Sep 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Allan Gray Bond - A144,767 6,095,357 67.61 7.40 5,950,590 64.05 7.20 
Coronation Bond - P-1,393,393 8,590,135 126.96 13.89 9,983,528 145.76 16.39 
Bond Fund Total-1,248,626 14,685,492 194.58 21.29 15,934,118 209.81 23.59 
Cash on call0.47 0.05 0.42 0.05 
Cash on call Total0.47 0.05 0.42 0.05 
Sygnia Itrix S&P 500 ETF659,730 72.91 7.98 659,730 67.95 7.64 
Exchange Traded Funds Total659,730 72.91 7.98 659,730 67.95 7.64 
Fairtree Select Equity Prescient Fund - A2809,250 37,718,507 85.89 9.40 36,909,257 84.85 9.54 
General Total809,250 37,718,507 85.89 9.40 36,909,257 84.85 9.54 
36ONE BCI SA Equity - D43,058,992 117.97 12.91 43,058,992 107.79 12.12 
Aylett Equity Prescient - A122,634 1,170,720 70.75 7.74 1,148,086 64.22 7.22 
M&G SA Equity Fund - F1,121 4,040,175 48.63 5.32 4,039,054 44.42 4.99 
General Equity Total23,755 48,269,887 237.35 25.97 48,246,132 216.42 24.33 
Fairtree BCI Income Plus - H26,192,490 28,341,239 36.21 3.96 2,148,749 2.71 0.30 
Visio BCI Unconstrained Fixed Interest - C-23,383,356 32,970,587 39.05 4.27 56,353,943 65.58 7.37 
Income Total2,809,134 61,311,826 75.25 8.23 58,502,692 68.29 7.68 
Glacier Global Stock Feeder - B1,532,639 47.93 5.24 1,532,639 47.07 5.29 
Nedgroup Investments Global Equity Feeder - B21,448 2,865,009 52.36 5.73 2,863,561 52.30 5.88 
Ninety One Global Francise Feeder - A6,002 2,784,880 55.48 6.07 2,778,878 52.19 5.87 
Sygnia FANG.AI Equity - A-2,224,751 4,892,792 22.05 2.41 7,117,543 26.06 2.93 
International Total-2,217,301 12,075,320 177.81 19.45 14,292,621 177.62 19.97 
Catalyst SCI SA Property Equity - M64,410 24,105,084 69.81 7.64 24,040,674 64.03 7.20 
Property Total64,410 24,105,084 69.81 7.64 24,040,674 64.03 7.20 
Portfolio Total240,622 198,825,846 914.07 100.00 198,585,224 889.39 100.00