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Southern Charter BCI Defensive Fund of Funds  |  South African-Multi Asset-Low Equity
Reg Compliant
2.5290    +0.0033    (+0.131%)
NAV price (ZAR) Wed 28 Jan 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
M&G Global Bond Feeder - B-786,261 0.00 0.00 786,261 3.38 2.28 
Bond Total-786,261 0.00 0.00 786,261 3.38 2.28 
Allan Gray Bond - A-122,677 2,373,915 28.93 20.56 2,496,592 28.74 19.40 
Coronation Bond - P-184,372 1,459,355 23.99 17.05 1,643,727 25.98 17.54 
Bond Fund Total-307,049 3,833,270 52.92 37.61 4,140,319 54.73 36.94 
Cash on call0.36 0.25 0.37 0.25 
Cash on call Total0.36 0.25 0.37 0.25 
Sygnia Itrix S&P 500 ETF-36,875 47,828 5.50 3.91 84,703 9.76 6.59 
Exchange Traded Funds Total-36,875 47,828 5.50 3.91 84,703 9.76 6.59 
Fairtree Select Equity Prescient Fund - B22,035,123 2,035,123 5.19 3.69 0.00 0.00 
Fairtree Select Equity Prescient Fund - A2-2,039,381 0.00 0.00 2,039,381 4.78 3.23 
General Total-4,258 2,035,123 5.19 3.69 2,039,381 4.78 3.23 
36ONE BCI SA Equity - D-3,536,152 0.00 0.00 3,536,152 10.73 7.24 
36ONE BCI SA Equity - N3,537,147 3,537,147 11.89 8.45 0.00 0.00 
Aylett Equity Prescient - A163,280 4.05 2.88 63,280 3.83 2.59 
M&G SA Equity Fund - F183 656,639 9.36 6.65 656,456 8.70 5.87 
General Equity Total1,178 4,257,066 25.30 17.98 4,255,888 23.26 15.70 
Fairtree BCI Income Plus - H7,868,982 11,914,595 15.43 10.97 4,045,613 5.22 3.52 
Ninety One Diversified Income - A-999 0.00 0.00 999 0.00 0.00 
Visio BCI Unconstrained Fixed Interest - C-8,658,973 0.00 0.00 8,658,973 10.45 7.05 
Income Total-790,990 11,914,595 15.43 10.97 12,705,585 15.67 10.58 
Allan Gray-Orbis Global Equity Feeder - A63,476 10.69 7.60 63,476 10.68 7.21 
Glacier Global Stock Feeder - B-44,685 244,999 7.81 5.55 289,684 9.15 6.18 
Glacier LT Global Growth Feeder - B447,852 6.12 4.35 447,852 6.60 4.46 
Nedgroup Investments Global Equity Feeder - B2-39 0.00 0.00 39 0.00 0.00 
Ninety One Global Francise Feeder - A-107 0.00 0.00 107 0.00 0.00 
International Total-44,831 756,327 24.62 17.50 801,158 26.44 17.84 
Catalyst SCI SA Property Equity - M25,242 3,277,376 11.39 8.10 3,252,134 9.79 6.61 
Property Total25,242 3,277,376 11.39 8.10 3,252,134 9.79 6.61 
Portfolio Total-1,943,844 26,121,585 140.71 100.00 28,065,429 148.17 100.00