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Fund Profile
Manager's Commentary
Novare Balanced Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
14.4751    -0.0722    (-0.496%)
NAV price (ZAR) Fri 13 Mar 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Additional8.28 2.02 8.31 2.36 
Additional Total8.28 2.02 8.31 2.36 
Consumer Goods15.93 3.88 9.06 2.58 
Beverages Total15.93 3.88 9.06 2.58 
30.48 7.42 46.56 13.25 
Corporate debt - convertible0.01 0.00 0.01 0.00 
Government issued paper57.77 14.07 40.24 11.46 
Cash on call Total88.26 21.49 86.82 24.71 
Consumer Services32.45 7.90 38.01 10.82 
Food & Drug Retailers Total32.45 7.90 38.01 10.82 
Foreign Cash19.66 4.79 17.31 4.93 
For Currency Total19.66 4.79 17.31 4.93 
Foreign Direct Funds (FCIS Equity)31.15 7.59 14.16 4.03 
Total Foreign Equities44.05 10.73 35.81 10.19 
Foreign Invest Total75.21 18.31 49.97 14.23 
Basic Materials26.09 6.35 21.17 6.03 
Forestry & Paper Total26.09 6.35 21.17 6.03 
Domestic Funds (Equity)68.15 16.60 51.48 14.66 
General Equity Total68.15 16.60 51.48 14.66 
Financials54.08 13.17 46.65 13.28 
General Financial Total54.08 13.17 46.65 13.28 
Industrials8.07 1.96 6.90 1.96 
General Industrials Total8.07 1.96 6.90 1.96 
Telecommunications3.90 0.95 7.04 2.00 
Mobile Telecommunications Total3.90 0.95 7.04 2.00 
Technology10.62 2.59 8.57 2.44 
Software & Computer Services Total10.62 2.59 8.57 2.44 
Portfolio Total410.69 100.00 351.29 100.00