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Southern Charter BCI Defensive Fund of Funds  |  South African-Multi Asset-Low Equity
Reg Compliant
2.5194    +0.0206    (+0.824%)
NAV price (ZAR) Fri 12 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Allan Gray Bond - A-85,097 2,288,818 26.49 19.51 2,373,915 28.93 20.56 
Coronation Bond - P-66,143 1,393,212 22.30 16.42 1,459,355 23.99 17.05 
Bond Fund Total-151,240 3,682,030 48.79 35.93 3,833,270 52.92 37.61 
Cash on call0.19 0.14 0.36 0.25 
Cash on call Total0.19 0.14 0.36 0.25 
Sygnia Itrix S&P 500 ETF47,828 5.22 3.85 47,828 5.50 3.91 
Exchange Traded Funds Total47,828 5.22 3.85 47,828 5.50 3.91 
Fairtree Select Equity Prescient Fund - B22,035,123 5.18 3.82 2,035,123 5.19 3.69 
General Total2,035,123 5.18 3.82 2,035,123 5.19 3.69 
36ONE BCI SA Equity - N49,733 3,586,880 12.15 8.95 3,537,147 11.89 8.45 
Aylett Equity Prescient - A1-63,280 0.00 0.00 63,280 4.05 2.88 
M&G SA Equity Fund - F8,593 665,232 9.22 6.79 656,639 9.36 6.65 
General Equity Total-4,954 4,252,112 21.37 15.74 4,257,066 25.30 17.98 
Fairtree BCI Income Plus - H5,206,658 17,121,253 21.90 16.13 11,914,595 15.43 10.97 
Income Total5,206,658 17,121,253 21.90 16.13 11,914,595 15.43 10.97 
Allan Gray-Orbis Global Equity Feeder - A14 63,490 10.75 7.91 63,476 10.69 7.60 
Amplify SCI Global Stock Feeder - B244,999 7.78 5.73 244,999 7.81 5.55 
Amplify SCI LT Global Growth Feeder - B447,852 5.20 3.83 447,852 6.12 4.35 
Ninety One Global Francise Feeder - A0.00 0.00 0.00 0.00 
International Total14 756,341 23.73 17.48 756,327 24.62 17.50 
Catalyst SCI SA Property Equity - M-352,652 2,924,724 9.40 6.92 3,277,376 11.39 8.10 
Property Total-352,652 2,924,724 9.40 6.92 3,277,376 11.39 8.10 
Portfolio Total4,697,826 30,819,411 135.79 100.00 26,121,585 140.71 100.00