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Fund Profile
Manager's Commentary
Novare Balanced Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
14.5437    +0.0151    (+0.104%)
NAV price (ZAR) Thu 11 Dec 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Additional8.31 2.36 8.12 3.40 
Additional Total8.31 2.36 8.12 3.40 
Consumer Goods9.06 2.58 6.27 2.63 
Beverages Total9.06 2.58 6.27 2.63 
46.56 13.25 20.05 8.40 
Corporate debt - convertible0.01 0.00 0.00 0.00 
Government issued paper40.24 11.46 47.12 19.74 
Cash on call Total86.82 24.71 67.18 28.14 
Consumer Services38.01 10.82 30.70 12.86 
Food & Drug Retailers Total38.01 10.82 30.70 12.86 
Foreign Cash17.31 4.93 18.13 7.59 
For Currency Total17.31 4.93 18.13 7.59 
Foreign Direct Funds (FCIS Equity)14.16 4.03 0.00 0.00 
Total Foreign Equities35.81 10.19 24.27 10.16 
Foreign Invest Total49.97 14.23 24.27 10.16 
Basic Materials21.17 6.03 13.67 5.73 
Forestry & Paper Total21.17 6.03 13.67 5.73 
Domestic Funds (Equity)51.48 14.66 11.58 4.85 
Other Equities0.00 0.00 0.34 0.14 
General Equity Total51.48 14.66 11.92 4.99 
Financials46.65 13.28 38.55 16.15 
General Financial Total46.65 13.28 38.55 16.15 
Industrials6.90 1.96 6.75 2.83 
General Industrials Total6.90 1.96 6.75 2.83 
Telecommunications7.04 2.00 7.27 3.04 
Mobile Telecommunications Total7.04 2.00 7.27 3.04 
Technology8.57 2.44 5.91 2.47 
Software & Computer Services Total8.57 2.44 5.91 2.47 
Portfolio Total351.29 100.00 238.74 100.00