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Southern Charter BCI Defensive Fund of Funds  |  South African-Multi Asset-Low Equity
Reg Compliant
2.4496    +0.0053    (+0.217%)
NAV price (ZAR) Wed 29 Oct 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
M&G Global Bond Feeder - B786,261 3.38 2.28 786,261 3.46 2.42 
Bond Total786,261 3.38 2.28 786,261 3.46 2.42 
Allan Gray Bond - A58,572 2,496,592 28.74 19.40 2,438,020 27.04 18.90 
Coronation Bond - P1,643,727 25.98 17.54 1,643,727 24.29 16.98 
Bond Fund Total58,572 4,140,319 54.73 36.94 4,081,747 51.34 35.88 
Cash on call0.37 0.25 0.29 0.20 
Cash on call Total0.37 0.25 0.29 0.20 
Sygnia Itrix S&P 500 ETF84,703 9.76 6.59 84,703 9.36 6.54 
Exchange Traded Funds Total84,703 9.76 6.59 84,703 9.36 6.54 
Fairtree Select Equity Prescient Fund - A22,039,381 4.78 3.23 2,039,381 4.64 3.25 
General Total2,039,381 4.78 3.23 2,039,381 4.64 3.25 
36ONE BCI SA Equity - D48,329 3,536,152 10.73 7.24 3,487,823 9.56 6.68 
Aylett Equity Prescient - A163,280 3.83 2.59 63,280 3.82 2.67 
M&G SA Equity Fund - F9,455 656,456 8.70 5.87 647,001 7.79 5.44 
General Equity Total57,784 4,255,888 23.26 15.70 4,198,104 21.17 14.80 
Fairtree BCI Income Plus - H71,682 4,045,613 5.22 3.52 3,973,931 5.08 3.55 
Ninety One Diversified Income - A19 999 0.00 0.00 980 0.00 0.00 
Visio BCI Unconstrained Fixed Interest - C-1,987,599 8,658,973 10.45 7.05 10,646,572 12.61 8.81 
Income Total-1,915,898 12,705,585 15.67 10.58 14,621,483 17.69 12.36 
Allan Gray-Orbis Global Equity Feeder - A63,476 63,476 10.68 7.21 0.00 0.00 
Glacier Global Stock Feeder - B289,684 9.15 6.18 289,684 9.06 6.33 
Glacier LT Global Growth Feeder - B447,852 447,852 6.60 4.46 0.00 0.00 
Nedgroup Investments Global Equity Feeder - B2-551,727 39 0.00 0.00 551,766 10.08 7.05 
Ninety One Global Francise Feeder - A-337,696 107 0.00 0.00 337,803 6.73 4.70 
International Total-378,095 801,158 26.44 17.84 1,179,253 25.87 18.08 
Catalyst SCI SA Property Equity - M57,396 3,252,134 9.79 6.61 3,194,738 9.25 6.47 
Property Total57,396 3,252,134 9.79 6.61 3,194,738 9.25 6.47 
Portfolio Total-2,120,241 28,065,429 148.17 100.00 30,185,670 143.07 100.00