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Nedgroup Investments Opportunity Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
82.0014    +0.0624    (+0.076%)
NAV price (ZAR) Thu 12 Feb 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-390,000 660,000 157.98 1.47 1,050,000 189.99 1.85 
Capitec Bank Holdings Ltd.-7,600 16,800 69.82 0.65 24,400 84.67 0.82 
FirstRand Ltd.537,115 48.74 0.45 537,115 41.81 0.41 
Standard Bank Group Ltd.-55,000 530,000 153.91 1.43 585,000 138.21 1.34 
Halyk Bank90,000 44.58 0.42 90,000 41.53 0.40 
TBC Bank Group PLC305,600 276.36 2.57 305,600 326.28 3.17 
Banks Total-452,600 2,139,515 751.38 7.00 2,592,115 822.49 7.99 
Endeavour Mining PLC60,000 51.75 0.48 60,000 43.11 0.42 
Basic Resources Total60,000 51.75 0.48 60,000 43.11 0.42 
SA Bond CLN93842,000,000 42.18 0.39 42,000,000 42.17 0.41 
SA Bond R2030435,000,000 435,000,000 459.56 4.28 0.00 0.00 
SA Bond R2037319,000,000 319,000,000 328.62 3.06 0.00 0.00 
SA Bond R2040-385,700,000 459,620,000 478.87 4.46 845,320,000 787.70 7.65 
SA Bond R2044-212,300,000 0.00 0.00 212,300,000 188.19 1.83 
SA Bond R210-21,000,000 180,080,000 461.29 4.30 201,080,000 505.21 4.91 
SA Bond SSN21134,300,000 86.86 0.81 34,300,000 85.08 0.83 
SA Bond TNFG32325,000,000 341.12 3.18 325,000,000 329.73 3.20 
SA Bond TNFG3348,000,000 48,000,000 48.58 0.45 0.00 0.00 
SA Bond TNFG36142,000,000 142,000,000 143.73 1.34 0.00 0.00 
Bond Total325,000,000 1,985,000,000 2,390.81 22.27 1,660,000,000 1,938.08 18.83 
Cash on call0.88 0.01 156.12 1.52 
Margin Account82.42 0.77 65.03 0.63 
Cash on call Total83.30 0.78 221.15 2.15 
Omnia Holdings Ltd.100,000 7.88 0.07 100,000 7.17 0.07 
Chemicals Total100,000 7.88 0.07 100,000 7.17 0.07 
African Rainbow Capital Investments Ltd.-12,800,000 0.00 0.00 12,800,000 124.16 1.21 
EPE Capital Partners Ltd.14,371,523 100.60 0.94 14,371,523 96.29 0.94 
Closed End Investments Total-12,800,000 14,371,523 100.60 0.94 27,171,523 220.45 2.14 
Raubex Group Ltd.437,465 3,387,465 150.95 1.41 2,950,000 125.82 1.22 
Construction and Materials Total437,465 3,387,465 150.95 1.41 2,950,000 125.82 1.22 
Curro Holdings Ltd.3,751,458 3,751,458 53.80 0.50 0.00 0.00 
Zeda Ltd.900,000 10,200,000 143.82 1.34 9,300,000 116.25 1.13 
Alibaba Group Holdings Limited500,000 151.70 1.41 500,000 196.56 1.91 
Consumer Services Total4,651,458 14,451,458 349.31 3.25 9,800,000 312.81 3.04 
Baidu.Com, Inc.40,000 87.57 0.82 40,000 93.23 0.91 
JDcom-290,000 90.15 0.84 290,000 116.96 1.14 
Sirius XM Inc60,000 20.06 0.19 60,000 23.53 0.23 
Cyclical Goods & Services Total-290,000 100,000 197.79 1.84 390,000 233.71 2.27 
Equity Derivative1,538.86 14.33 625.39 6.08 
Derivatives Total1,538.86 14.33 625.39 6.08 
Greencoat Renewables plc2,000,000 2,000,000 27.60 0.26 0.00 0.00 
Electricity Total2,000,000 2,000,000 27.60 0.26 0.00 0.00 
Reunert Ltd.470,652 1,000,000 62.32 0.58 529,348 28.36 0.28 
Electronic and Electrical Equipment Total470,652 1,000,000 62.32 0.58 529,348 28.36 0.28 
Pepco Holdings Inc-256,300 0.00 0.00 256,300 31.64 0.31 
Royal Dutch Shell Plc - A873 0.53 0.01 873 0.54 0.01 
Energy Total-256,300 873 0.53 0.01 257,173 32.18 0.31 
Foreign - Equity Derivatives392.35 3.65 1,341.87 13.04 
Equities Total392.35 3.65 1,341.87 13.04 
Channel VAS Investments Ltd.10,724,300 10,724,300 219.53 2.04 0.00 0.00 
Finance and Credit Services Total10,724,300 10,724,300 219.53 2.04 0.00 0.00 
JSC KASPI KZ ADR15,000 40,000 52.29 0.49 25,000 35.35 0.34 
POMEGRANATE INVESTMENT AB34,500 0.00 0.00 34,500 0.00 0.00 
ST James Place280,000 86.35 0.80 280,000 82.14 0.80 
Financial Services Total15,000 354,500 138.64 1.29 339,500 117.49 1.14 
Oceana Group Ltd.140,000 7.80 0.07 140,000 7.01 0.07 
Food Producers Total140,000 7.80 0.07 140,000 7.01 0.07 
Australia - Currency0.24 0.00 0.25 0.00 
European - Currency120.29 1.12 89.47 0.87 
Foreign - Currency34.24 0.32 1.20 0.01 
Foreign - Money Market0.00 0.00 194.84 1.89 
Hong Kong - Currency9.92 0.09 74.44 0.72 
Mexican Peso1.53 0.01 1.04 0.01 
United Kingdom - Currency21.93 0.20 3.22 0.03 
USA - Currency59.12 0.55 76.74 0.75 
For Currency Total247.27 2.30 441.20 4.29 
Foreign - Bonds640.60 5.97 489.24 4.75 
Foreign - Equities21.33 0.20 0.00 0.00 
Foreign Invest Total661.93 6.17 489.24 4.75 
British Land Company700,000 64.88 0.60 700,000 56.34 0.55 
Foreign Property Total700,000 64.88 0.60 700,000 56.34 0.55 
Barloworld Ltd.-872,515 0.00 0.00 872,515 102.67 1.00 
KAP Ltd.372,325 6,121,775 11.75 0.11 5,749,450 9.66 0.09 
Mondi plc-30,000 20,000 4.07 0.04 50,000 11.81 0.11 
The Bidvest Group Ltd.160,000 38.00 0.35 160,000 33.75 0.33 
General Industrials Total-530,190 6,301,775 53.82 0.50 6,831,965 157.89 1.53 
Autohome INC ADR320,000 129.34 1.20 320,000 160.49 1.56 
Goods & Services Total320,000 129.34 1.20 320,000 160.49 1.56 
Life Healthcare Group Holdings Ltd.1,734,900 19.76 0.18 1,734,900 20.14 0.20 
Health Care Providers Total1,734,900 19.76 0.18 1,734,900 20.14 0.20 
Anglo American plc-80,000 0.00 0.00 80,000 51.61 0.50 
Glencore plc1,500,000 136.73 1.27 1,500,000 120.02 1.17 
Master Drilling Group Ltd.4,400,000 70.40 0.66 4,400,000 67.41 0.66 
Merafe Resources Ltd.55,500,000 60.50 0.56 55,500,000 59.39 0.58 
Industrial Metals and Mining Total-80,000 61,400,000 267.62 2.49 61,480,000 298.41 2.90 
Hudaco Industries Ltd.64,388 13.20 0.12 64,388 11.20 0.11 
Industrial Support Services Total64,388 13.20 0.12 64,388 11.20 0.11 
Brait plc72,500,000 161.68 1.51 72,500,000 149.35 1.45 
Brait plc12,359 108,280 81.32 0.76 95,921 72.90 0.71 
Ninety One plc233,549 233,549 11.28 0.11 0.00 0.00 
Quilter plc650,000 26.36 0.25 650,000 24.94 0.24 
Zeder Investments Ltd.4,000,000 5.00 0.05 4,000,000 5.08 0.05 
Investment Banking and Brokerage Services Total245,908 77,491,829 285.63 2.66 77,245,921 252.27 2.45 
Old Mutual Ltd.-890,000 4,010,000 59.75 0.56 4,900,000 65.22 0.63 
Life Insurance Total-890,000 4,010,000 59.75 0.56 4,900,000 65.22 0.63 
Nedgroup Investments Corporate Money Market - C25-100,500,000 64,000,000 64.89 0.60 164,500,000 165.32 1.61 
Money Market Total-100,500,000 64,000,000 64.89 0.60 164,500,000 165.32 1.61 
Santam Ltd.-1,950 62,250 26.61 0.25 64,200 24.22 0.24 
Non-life Insurance Total-1,950 62,250 26.61 0.25 64,200 24.22 0.24 
Abax Global Equity Fund (USD) - A800,000 360.53 3.36 800,000 365.79 3.55 
Offshore Intern Total800,000 360.53 3.36 800,000 365.79 3.55 
Thungela Resources Ltd.650,000 62.40 0.58 650,000 56.58 0.55 
Oil, Gas and Coal Total650,000 62.40 0.58 650,000 56.58 0.55 
Bid Corporation Ltd.53,000 188,000 79.31 0.74 135,000 58.32 0.57 
Dis-Chem Pharmacies Ltd.-637,266 1,350,000 47.25 0.44 1,987,266 64.88 0.63 
Pick n Pay Stores Ltd.814,400 3,964,400 98.71 0.92 3,150,000 78.84 0.77 
Personal Care, Drug and Grocery Stores Total230,134 5,502,400 225.28 2.10 5,272,266 202.05 1.96 
Aspen Pharmacare Holdings Ltd.566,100 566,100 66.11 0.62 0.00 0.00 
Pharmaceuticals and Biotechnology Total566,100 566,100 66.11 0.62 0.00 0.00 
Valterra Platinum Ltd.-25,000 205,000 288.96 2.69 230,000 277.84 2.70 
Precious Metals and Mining Total-25,000 205,000 288.96 2.69 230,000 277.84 2.70 
Balwin Properties Ltd.22,000,000 63.80 0.59 22,000,000 63.80 0.62 
MAS plc379,008 8.56 0.08 379,008 8.06 0.08 
Real Estate Investment and Services Total22,379,008 72.36 0.67 22,379,008 71.86 0.70 
Dipula Properties Ltd.35,294,507 237.88 2.22 35,294,507 194.12 1.89 
Octodec Investments Ltd.6,843,092 101.55 0.95 6,843,092 77.94 0.76 
Schroder European Real Estate Investment Trust plc950,000 13.66 0.13 950,000 14.49 0.14 
Stor-Age Property REIT Ltd.1,400,000 25.10 0.23 1,400,000 21.56 0.21 
Real Estate Investment Trusts Total44,487,599 378.20 3.52 44,487,599 308.11 2.99 
Wal-Mart de Mexico S.A.B. de C.V.370,000 19.09 0.18 370,000 19.67 0.19 
Retail Total370,000 19.09 0.18 370,000 19.67 0.19 
Combined Motor Holdings Ltd.900,000 33.21 0.31 900,000 29.70 0.29 
Italtile Ltd.2,100,000 19.01 0.18 2,100,000 19.95 0.19 
KAL Group Ltd.1,287,614 64.38 0.60 1,287,614 53.56 0.52 
Motus Holdings Ltd.-100,000 0.00 0.00 100,000 10.40 0.10 
Pepkor Holdings Ltd.2,322,300 7,150,000 189.12 1.76 4,827,700 118.18 1.15 
Truworths International Ltd.599,500 2,799,500 159.38 1.48 2,200,000 120.12 1.17 
We Buy Cars Holdings Ltd.303,618 14.52 0.14 303,618 16.85 0.16 
Woolworths Holdings Ltd.1,405,200 78.69 0.73 1,405,200 70.36 0.68 
Retailers Total2,821,800 15,945,932 558.30 5.20 13,124,132 439.12 4.27 
Bytes Technology Group plc250,000 20.37 0.19 250,000 22.98 0.22 
Naspers Ltd.47,800 47,800 52.80 0.49 0.00 0.00 
Prosus NV12,000 12,000 12.28 0.11 0.00 0.00 
Software and Computer Services Total59,800 309,800 85.45 0.80 250,000 22.98 0.22 
Greencoat UK Wind PLC-2,000,000 0.00 0.00 2,000,000 29.17 0.28 
Specialist Securities Total-2,000,000 0.00 0.00 2,000,000 29.17 0.28 
Qfin Holdings Inc214,100 69.29 0.65 214,100 110.08 1.07 
Technology Total214,100 69.29 0.65 214,100 110.08 1.07 
British American Tobacco plc13,000 12.41 0.12 13,000 11.84 0.12 
Tobacco Total13,000 12.41 0.12 13,000 11.84 0.12 
City Lodge Hotels Ltd.6,500,000 33.67 0.31 6,500,000 26.52 0.26 
Comair Ltd.10,500,000 0.00 0.00 10,500,000 0.00 0.00 
Southern Sun Ltd.1,100,000 11.26 0.10 1,100,000 9.43 0.09 
Spur Corporation Ltd.100,000 1,300,000 49.74 0.46 1,200,000 40.93 0.40 
Sun International Ltd.2,000,000 77.30 0.72 2,000,000 80.54 0.78 
Travel and Leisure Total100,000 21,400,000 171.97 1.60 21,300,000 157.42 1.53 
Portfolio Total229,496,577 2,362,757,715 10,736.45 100.00 2,133,261,138 10,291.55 100.00