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Fairtree Flexible Balanced Prescient Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
2.0566    +0.0131    (+0.641%)
NAV price (ZAR) Fri 12 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.570 3,987 0.95 0.37 3,417 0.82 0.31 
Capitec Bank Holdings Ltd.-68 886 3.62 1.40 954 3.96 1.51 
FirstRand Ltd.-1,750 48,654 4.29 1.66 50,404 4.57 1.74 
Investec plc-1,935 2,571 0.33 0.13 4,506 0.55 0.21 
Nedbank Group Ltd.-44 1,883 0.50 0.19 1,927 0.51 0.20 
Standard Bank Group Ltd.-118 4,974 1.50 0.58 5,092 1.48 0.56 
Banks Total-3,345 62,955 11.20 4.32 66,300 11.90 4.53 
Anheuser-Busch InBev SA/NV-291 0.00 0.00 291 0.31 0.12 
Beverages Total-291 0.00 0.00 291 0.31 0.12 
1NVEST SA Bond ETF8,169 178,873 19.63 7.58 170,704 20.90 7.96 
Bond Total8,169 178,873 19.63 7.58 170,704 20.90 7.96 
Cash on call4.53 1.75 1.86 0.71 
Cash on call Total4.53 1.75 1.86 0.71 
Sasol Ltd.2,117 2,117 0.48 0.18 0.00 0.00 
Chemicals Total2,117 2,117 0.48 0.18 0.00 0.00 
AVI Ltd.858 3,129 0.32 0.13 2,271 0.24 0.09 
Premier Group Ltd.-926 0.00 0.00 926 0.16 0.06 
Tiger Brands Ltd.439 7,857 2.36 0.91 7,418 2.72 1.04 
Food Producers Total371 10,986 2.69 1.04 10,615 3.11 1.19 
Foreign - Unit Trusts0.00 0.00 10.20 3.89 
Foreign Invest Total0.00 0.00 10.20 3.89 
Fairtree Global Equity Prescient Feeder- B31,595,579 9,525,783 27.99 10.81 7,930,204 25.34 9.66 
General Equity Total1,595,579 9,525,783 27.99 10.81 7,930,204 25.34 9.66 
KAP Ltd.-23,608 88,572 0.18 0.07 112,180 0.22 0.08 
The Bidvest Group Ltd.-766 2,912 0.66 0.26 3,678 0.87 0.33 
General Industrials Total-24,374 91,484 0.84 0.32 115,858 1.09 0.42 
Fairtree BCI Income Plus - I1,243,350 39,111,502 50.11 19.36 37,868,152 49.14 18.72 
Income Total1,243,350 39,111,502 50.11 19.36 37,868,152 49.14 18.72 
African Rainbow Minerals Ltd.-1,557 15,673 3.57 1.38 17,230 3.43 1.31 
Afrimat Ltd.3,746 3,746 0.14 0.05 0.00 0.00 
Anglo American plc-304 4,550 3.26 1.26 4,854 3.33 1.27 
BHP Group Ltd.-349 5,334 3.22 1.24 5,683 2.88 1.10 
Glencore plc-851 4,505 0.57 0.22 5,356 0.49 0.19 
Kumba Iron Ore Ltd.-149 7,366 2.35 0.91 7,515 2.64 1.01 
Industrial Metals and Mining Total536 41,174 13.11 5.07 40,638 12.76 4.86 
Fairtree Global Emerging Markets Prescient - A160,522 60,522 10.17 3.93 0.00 0.00 
Fairtree Global Emerging Markets Prescient - B4247,978 0.41 0.16 247,978 0.42 0.16 
Fairtree Global Real Estate Prescient Feeder - B36,185,396 10.06 3.89 6,185,396 9.83 3.75 
International Total60,522 6,493,896 20.65 7.98 6,433,374 10.25 3.91 
Reinet Investments SCA484 4,994 2.73 1.05 4,510 2.62 1.00 
Remgro Ltd.-918 0.00 0.00 918 0.17 0.06 
Investment Banking and Brokerage Services Total-434 4,994 2.73 1.05 5,428 2.78 1.06 
Discovery Ltd.-34 1,467 0.36 0.14 1,501 0.34 0.13 
Momentum Group Ltd.-3,123 0.00 0.00 3,123 0.12 0.05 
Old Mutual Ltd.-11,146 10,457 0.14 0.06 21,603 0.32 0.12 
Sanlam Ltd.-1,217 33,845 2.96 1.14 35,062 3.45 1.32 
Life Insurance Total-15,520 45,769 3.47 1.34 61,289 4.24 1.61 
eMedia Holdings Ltd.-385 0.00 0.00 385 0.00 0.00 
Media Total-385 0.00 0.00 385 0.00 0.00 
OUTsurance Group Ltd.3,440 8,875 0.62 0.24 5,435 0.39 0.15 
Non-life Insurance Total3,440 8,875 0.62 0.24 5,435 0.39 0.15 
Fairtree Global Flexible Income Plus Fund (EUR) - A35,668 9.79 3.78 35,668 9.99 3.81 
Offshore Intern Total35,668 9.79 3.78 35,668 9.99 3.81 
Bid Corporation Ltd.-375 1,727 0.71 0.27 2,102 0.89 0.34 
Clicks Group Ltd.-53 2,255 0.65 0.25 2,308 0.78 0.30 
Dis-Chem Pharmacies Ltd.-10,547 0.00 0.00 10,547 0.37 0.14 
Pick n Pay Stores Ltd.6,483 6,483 0.12 0.05 0.00 0.00 
Shoprite Holdings Ltd.277 2,538 0.71 0.27 2,261 0.61 0.23 
Personal Care, Drug and Grocery Stores Total-4,215 13,003 2.19 0.85 17,218 2.64 1.01 
Compagnie Financière Richemont SA194 1,028 3.02 1.17 834 3.02 1.15 
Personal Goods Total194 1,028 3.02 1.17 834 3.02 1.15 
Aspen Pharmacare Holdings Ltd.-3,819 22,068 2.85 1.10 25,887 3.02 1.15 
Pharmaceuticals and Biotechnology Total-3,819 22,068 2.85 1.10 25,887 3.02 1.15 
AngloGold Ashanti plc-590 2,575 4.13 1.59 3,165 4.54 1.73 
Gold Fields Ltd.-452 2,590 1.93 0.75 3,042 2.21 0.84 
Harmony Gold Mining Company Ltd.801 12,908 3.27 1.26 12,107 4.08 1.56 
Impala Platinum Holdings Ltd.-1,003 16,033 3.78 1.46 17,036 4.46 1.70 
Northam Platinum Holdings Ltd.359 2,890 0.98 0.38 2,531 0.85 0.33 
Sibanye Stillwater Ltd.-10,106 41,102 2.05 0.79 51,208 3.10 1.18 
Valterra Platinum Ltd.-785 2,393 3.30 1.27 3,178 4.48 1.71 
Precious Metals and Mining Total-11,776 80,491 19.44 7.51 92,267 23.72 9.04 
Fairtree Balanced Prescient Fund - B2-100,711 19,820,457 46.47 17.95 19,921,168 47.65 18.16 
Prudential Total-100,711 19,820,457 46.47 17.95 19,921,168 47.65 18.16 
NEPI Rockcastle NV-958 1,443 0.20 0.08 2,401 0.35 0.13 
Real Estate Investment and Services Total-958 1,443 0.20 0.08 2,401 0.35 0.13 
Growthpoint Properties Ltd.11,234 11,234 0.18 0.07 0.00 0.00 
Resilient REIT Ltd.-2,627 31,662 2.48 0.96 34,289 2.74 1.05 
Real Estate Investment Trusts Total8,607 42,896 2.66 1.03 34,289 2.74 1.05 
Motus Holdings Ltd.-981 5,389 0.62 0.24 6,370 0.78 0.30 
Mr Price Group Ltd.-1,409 1,887 0.29 0.11 3,296 0.58 0.22 
Pepkor Holdings Ltd.-3,242 7,946 0.18 0.07 11,188 0.30 0.11 
The Foschini Group Ltd.4,163 33,593 2.37 0.92 29,430 2.51 0.96 
Truworths International Ltd.-2,085 8,359 0.43 0.17 10,444 0.59 0.23 
Retailers Total-3,554 57,174 3.88 1.50 60,728 4.75 1.81 
Naspers Ltd.947 5,735 4.92 1.90 4,788 5.29 2.02 
Prosus NV1,715 5,122 3.91 1.51 3,407 3.49 1.33 
Software and Computer Services Total2,662 10,857 8.83 3.41 8,195 8.78 3.34 
MTN Group Ltd.-5 5,313 1.03 0.40 5,318 0.90 0.34 
Telecommunications Service Providers Total-5 5,313 1.03 0.40 5,318 0.90 0.34 
British American Tobacco plc-123 506 0.51 0.20 629 0.60 0.23 
Tobacco Total-123 506 0.51 0.20 629 0.60 0.23 
Portfolio Total2,756,037 75,669,312 258.92 100.00 72,913,275 262.44 100.00