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Southern Charter BCI Balanced Fund of Funds  |  South African-Multi Asset-Medium Equity
Reg Compliant
3.3111    -0.0149    (-0.448%)
NAV price (ZAR) Tue 28 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Allan Gray Bond - A138,811 6,525,506 75.53 7.62 6,386,695 77.83 7.66 
Coronation Bond - P-1,597,140 6,153,514 98.50 9.94 7,750,654 127.40 12.54 
Bond Fund Total-1,458,329 12,679,020 174.03 17.57 14,137,349 205.22 20.20 
Cash on call0.86 0.09 0.61 0.06 
Cash on call Total0.86 0.09 0.61 0.06 
Sygnia Itrix S&P 500 ETF236,360 722,480 78.88 7.96 486,120 55.86 5.50 
Exchange Traded Funds Total236,360 722,480 78.88 7.96 486,120 55.86 5.50 
Fairtree Select Equity Prescient Fund - B237,639,741 95.84 9.67 37,639,741 95.96 9.45 
General Total37,639,741 95.84 9.67 37,639,741 95.96 9.45 
36ONE BCI SA Equity - N613,981 44,281,898 149.96 15.14 43,667,917 146.85 14.46 
Aylett Equity Prescient - A1-400,440 385,246 24.15 2.44 785,686 50.26 4.95 
M&G SA Equity Fund - F53,331 4,137,476 57.37 5.79 4,084,145 58.23 5.73 
General Equity Total266,872 48,804,620 231.48 23.37 48,537,748 255.34 25.14 
Fairtree BCI Income Plus - H29,008,195 80,137,723 102.50 10.35 51,129,528 66.23 6.52 
Visio BCI Unconstrained Fixed Interest - C-8,940,836 15,943,741 19.37 1.96 24,884,577 30.80 3.03 
Income Total20,067,359 96,081,464 121.87 12.30 76,014,105 97.03 9.55 
Allan Gray-Orbis Global Equity Feeder - A88 426,606 72.21 7.29 426,518 71.84 7.07 
Glacier Global Stock Feeder - B1,223,047 38.84 3.92 1,223,047 38.98 3.84 
Glacier LT Global Growth Feeder - B2,662,754 30.94 3.12 2,662,754 36.37 3.58 
Ninety One Global Francise Feeder - A0.00 0.00 0.00 0.00 
Sygnia FANG.AI Equity - A4,892,792 18.70 1.89 4,892,792 21.89 2.15 
International Total88 9,205,199 160.69 16.22 9,205,111 169.08 16.64 
Coronation Resources - P126,154 55.55 5.61 126,154 50.77 5.00 
Mining & Res Total126,154 55.55 5.61 126,154 50.77 5.00 
Catalyst SCI SA Property Equity - M-2,490,264 22,238,346 71.49 7.22 24,728,610 85.96 8.46 
Property Total-2,490,264 22,238,346 71.49 7.22 24,728,610 85.96 8.46 
Portfolio Total16,622,086 227,497,024 990.68 100.00 210,874,938 1,015.84 100.00