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Nedgroup Investments Opportunity Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
83.8161    -0.0270    (-0.032%)
NAV price (ZAR) Fri 12 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-60,000 600,000 143.36 1.30 660,000 157.98 1.47 
Capitec Bank Holdings Ltd.-16,800 0.00 0.00 16,800 69.82 0.65 
FirstRand Ltd.-7,115 530,000 46.72 0.43 537,115 48.74 0.45 
Standard Bank Group Ltd.-120,000 410,000 123.61 1.12 530,000 153.91 1.43 
Halyk Bank45,000 135,000 72.80 0.66 90,000 44.58 0.42 
TBC Bank Group PLC305,600 277.70 2.53 305,600 276.36 2.57 
Banks Total-158,915 1,980,600 664.20 6.04 2,139,515 751.38 7.00 
Endeavour Mining PLC-60,000 0.84 0.01 60,000 51.75 0.48 
Basic Resources Total-60,000 0.84 0.01 60,000 51.75 0.48 
SA Bond CLN93842,000,000 42.18 0.38 42,000,000 42.18 0.39 
SA Bond R2030-190,000,000 245,000,000 245.52 2.23 435,000,000 459.56 4.28 
SA Bond R2037-319,000,000 -0.10 0.00 319,000,000 328.62 3.06 
SA Bond R2040-393,620,000 66,000,000 63.18 0.57 459,620,000 478.87 4.46 
SA Bond R210180,080,000 466.76 4.25 180,080,000 461.29 4.30 
SA Bond R213160,700,000 160,700,000 151.59 1.38 0.00 0.00 
SA Bond SSN21134,300,000 87.99 0.80 34,300,000 86.86 0.81 
SA Bond TNFG32325,000,000 349.77 3.18 325,000,000 341.12 3.18 
SA Bond TNFG3348,000,000 48.52 0.44 48,000,000 48.58 0.45 
SA Bond TNFG36142,000,000 143.56 1.31 142,000,000 143.73 1.34 
SA Bond TNG29132,000,000 132,000,000 140.73 1.28 0.00 0.00 
Bond Total-609,920,000 1,375,080,000 1,739.71 15.83 1,985,000,000 2,390.81 22.27 
Cash on call43.56 0.40 0.88 0.01 
Margin Account65.50 0.60 82.42 0.77 
Cash on call Total109.07 0.99 83.30 0.78 
Omnia Holdings Ltd.100,000 9.53 0.09 100,000 7.88 0.07 
Chemicals Total100,000 9.53 0.09 100,000 7.88 0.07 
EPE Capital Partners Ltd.-5,964,182 8,407,341 56.92 0.52 14,371,523 100.60 0.94 
Closed End Investments Total-5,964,182 8,407,341 56.92 0.52 14,371,523 100.60 0.94 
Raubex Group Ltd.212,535 3,600,000 174.42 1.59 3,387,465 150.95 1.41 
Construction and Materials Total212,535 3,600,000 174.42 1.59 3,387,465 150.95 1.41 
Curro Holdings Ltd.-3,751,458 0.00 0.00 3,751,458 53.80 0.50 
Zeda Ltd.1,800,000 12,000,000 159.60 1.45 10,200,000 143.82 1.34 
Alibaba Group Holdings Limited-50,000 450,000 116.21 1.06 500,000 151.70 1.41 
Consumer Services Total-2,001,458 12,450,000 275.81 2.51 14,451,458 349.31 3.25 
Baidu.Com, Inc.-40,000 0.00 0.00 40,000 87.57 0.82 
JDcom330,000 330,000 103.27 0.94 90.15 0.84 
Sirius XM Inc60,000 23.23 0.21 60,000 20.06 0.19 
Cyclical Goods & Services Total290,000 390,000 126.50 1.15 100,000 197.79 1.84 
Equity Derivative1,543.64 14.04 1,538.86 14.33 
Derivatives Total1,543.64 14.04 1,538.86 14.33 
Greencoat Renewables plc847,904 2,847,904 39.59 0.36 2,000,000 27.60 0.26 
Electricity Total847,904 2,847,904 39.59 0.36 2,000,000 27.60 0.26 
Reunert Ltd.366,504 1,366,504 88.78 0.81 1,000,000 62.32 0.58 
Electronic and Electrical Equipment Total366,504 1,366,504 88.78 0.81 1,000,000 62.32 0.58 
Royal Dutch Shell Plc - A873 0.70 0.01 873 0.53 0.01 
Energy Total873 0.70 0.01 873 0.53 0.01 
Foreign - Equity Derivatives421.37 3.83 392.35 3.65 
Equities Total421.37 3.83 392.35 3.65 
Optasia Ltd.1,014,320 11,738,620 232.19 2.11 10,724,300 219.53 2.04 
Finance and Credit Services Total1,014,320 11,738,620 232.19 2.11 10,724,300 219.53 2.04 
JSC KASPI KZ ADR4,000 44,000 54.06 0.49 40,000 52.29 0.49 
Lion Finance Group Plc30,000 30,000 63.01 0.57 0.00 0.00 
POMEGRANATE INVESTMENT AB34,500 0.00 0.00 34,500 0.00 0.00 
ST James Place-30,000 250,000 67.73 0.62 280,000 86.35 0.80 
Financial Services Total4,000 358,500 184.80 1.68 354,500 138.64 1.29 
Oceana Group Ltd.140,000 7.20 0.07 140,000 7.80 0.07 
Food Producers Total140,000 7.20 0.07 140,000 7.80 0.07 
Australia - Currency0.25 0.00 0.24 0.00 
European - Currency122.12 1.11 120.29 1.12 
Foreign - Currency33.91 0.31 34.24 0.32 
Hong Kong - Currency18.97 0.17 9.92 0.09 
Mexican Peso1.58 0.01 1.53 0.01 
United Kingdom - Currency65.16 0.59 21.93 0.20 
USA - Currency-28.22 -0.26 59.12 0.55 
For Currency Total213.77 1.94 247.27 2.30 
Foreign - Bonds704.76 6.41 640.60 5.97 
Foreign - Equities0.00 0.00 21.33 0.20 
Foreign Invest Total704.76 6.41 661.93 6.17 
British Land Company-150,000 550,000 44.52 0.40 700,000 64.88 0.60 
Foreign Property Total-150,000 550,000 44.52 0.40 700,000 64.88 0.60 
Equity282.63 2.57 0.00 0.00 
General Equity Total282.63 2.57 0.00 0.00 
KAP Ltd.6,121,775 12.18 0.11 6,121,775 11.75 0.11 
Mondi plc20,000 3.86 0.04 20,000 4.07 0.04 
The Bidvest Group Ltd.-65,148 94,852 21.61 0.20 160,000 38.00 0.35 
General Industrials Total-65,148 6,236,627 37.66 0.34 6,301,775 53.82 0.50 
Autohome INC ADR320,000 93.04 0.85 320,000 129.34 1.20 
Goods & Services Total320,000 93.04 0.85 320,000 129.34 1.20 
Life Healthcare Group Holdings Ltd.1,734,900 20.04 0.18 1,734,900 19.76 0.18 
Health Care Providers Total1,734,900 20.04 0.18 1,734,900 19.76 0.18 
Anglo American plc18,000 18,000 12.90 0.12 0.00 0.00 
Glencore plc100,000 1,600,000 204.11 1.86 1,500,000 136.73 1.27 
Master Drilling Group Ltd.4,400,000 78.14 0.71 4,400,000 70.40 0.66 
Merafe Resources Ltd.-1,500,000 54,000,000 64.80 0.59 55,500,000 60.50 0.56 
Industrial Metals and Mining Total-1,382,000 60,018,000 359.95 3.27 61,400,000 267.62 2.49 
Hudaco Industries Ltd.64,388 12.14 0.11 64,388 13.20 0.12 
Industrial Support Services Total64,388 12.14 0.11 64,388 13.20 0.12 
Brait plc72,500,000 155.88 1.42 72,500,000 161.68 1.51 
Brait plc108,280 81.37 0.74 108,280 81.32 0.76 
Ninety One plc-233,549 0.00 0.00 233,549 11.28 0.11 
PSG Financial Services Ltd.285,748 285,748 7.54 0.07 0.00 0.00 
Quilter plc650,000 25.53 0.23 650,000 26.36 0.25 
Zeder Investments Ltd.4,000,000 5.20 0.05 4,000,000 5.00 0.05 
Investment Banking and Brokerage Services Total52,199 77,544,028 275.51 2.51 77,491,829 285.63 2.66 
Momentum Group Ltd.800,000 800,000 28.74 0.26 0.00 0.00 
Old Mutual Ltd.2,490,000 6,500,000 89.96 0.82 4,010,000 59.75 0.56 
Sanlam Ltd.950,000 950,000 83.19 0.76 0.00 0.00 
Life Insurance Total4,240,000 8,250,000 201.89 1.84 4,010,000 59.75 0.56 
Nedgroup Investments Corporate Money Market - C25696,700,000 760,700,000 764.73 6.96 64,000,000 64.89 0.60 
Money Market Total696,700,000 760,700,000 764.73 6.96 64,000,000 64.89 0.60 
Santam Ltd.-12,250 50,000 19.55 0.18 62,250 26.61 0.25 
Non-life Insurance Total-12,250 50,000 19.55 0.18 62,250 26.61 0.25 
Abax Global Equity Fund (USD) - C800,000 346.03 3.15 800,000 360.53 3.36 
Offshore Intern Total800,000 346.03 3.15 800,000 360.53 3.36 
Thungela Resources Ltd.-650,000 0.00 0.00 650,000 62.40 0.58 
Oil, Gas and Coal Total-650,000 0.00 0.00 650,000 62.40 0.58 
Bid Corporation Ltd.-28,982 159,018 65.05 0.59 188,000 79.31 0.74 
Dis-Chem Pharmacies Ltd.-1,350,000 0.00 0.00 1,350,000 47.25 0.44 
Pick n Pay Stores Ltd.-3,964,400 0.00 0.00 3,964,400 98.71 0.92 
Personal Care, Drug and Grocery Stores Total-5,343,382 159,018 65.05 0.59 5,502,400 225.28 2.10 
Compagnie Financière Richemont SA4,100 4,100 12.04 0.11 0.00 0.00 
Personal Goods Total4,100 4,100 12.04 0.11 0.00 0.00 
Aspen Pharmacare Holdings Ltd.-566,100 0.00 0.00 566,100 66.11 0.62 
Pharmaceuticals and Biotechnology Total-566,100 0.00 0.00 566,100 66.11 0.62 
AngloGold Ashanti plc14,000 14,000 22.43 0.20 0.00 0.00 
Valterra Platinum Ltd.-165,000 40,000 55.17 0.50 205,000 288.96 2.69 
Precious Metals and Mining Total-151,000 54,000 77.60 0.71 205,000 288.96 2.69 
Balwin Properties Ltd.22,000,000 76.12 0.69 22,000,000 63.80 0.59 
MAS plc-379,008 0.00 0.00 379,008 8.56 0.08 
Real Estate Investment and Services Total-379,008 22,000,000 76.12 0.69 22,379,008 72.36 0.67 
Dipula Properties Ltd.-94,507 35,200,000 231.62 2.11 35,294,507 237.88 2.22 
Octodec Investments Ltd.6,843,092 105.04 0.96 6,843,092 101.55 0.95 
Schroder European Real Estate Investment Trust plc950,000 13.28 0.12 950,000 13.66 0.13 
Stor-Age Property REIT Ltd.1,400,000 23.23 0.21 1,400,000 25.10 0.23 
Real Estate Investment Trusts Total-94,507 44,393,092 373.16 3.39 44,487,599 378.20 3.52 
Wal-Mart de Mexico S.A.B. de C.V.370,000 20.25 0.18 370,000 19.09 0.18 
Retail Total370,000 20.25 0.18 370,000 19.09 0.18 
Combined Motor Holdings Ltd.900,000 31.05 0.28 900,000 33.21 0.31 
Italtile Ltd.2,100,000 18.06 0.16 2,100,000 19.01 0.18 
KAL Group Ltd.1,287,614 57.93 0.53 1,287,614 64.38 0.60 
Pepkor Holdings Ltd.1,550,000 8,700,000 195.32 1.78 7,150,000 189.12 1.76 
Truworths International Ltd.600,500 3,400,000 176.12 1.60 2,799,500 159.38 1.48 
We Buy Cars Holdings Ltd.-303,618 0.00 0.00 303,618 14.52 0.14 
Woolworths Holdings Ltd.-1,405,200 0.00 0.00 1,405,200 78.69 0.73 
Retailers Total441,682 16,387,614 478.47 4.35 15,945,932 558.30 5.20 
Bytes Technology Group plc250,000 15.57 0.14 250,000 20.37 0.19 
Naspers Ltd.452,200 500,000 428.80 3.90 47,800 52.80 0.49 
Prosus NV6,000 18,000 13.75 0.13 12,000 12.28 0.11 
Software and Computer Services Total458,200 768,000 458.12 4.17 309,800 85.45 0.80 
Adobe Systems30,000 30,000 123.06 1.12 0.00 0.00 
Qfin Holdings Inc214,100 45.02 0.41 214,100 69.29 0.65 
Wix.com Ltd12,000 12,000 17.92 0.16 0.00 0.00 
Technology Total42,000 256,100 186.00 1.69 214,100 69.29 0.65 
British American Tobacco plc-13,000 0.00 0.00 13,000 12.41 0.12 
Tobacco Total-13,000 0.00 0.00 13,000 12.41 0.12 
City Lodge Hotels Ltd.6,500,000 28.80 0.26 6,500,000 33.67 0.31 
Comair Ltd.10,500,000 0.00 0.00 10,500,000 0.00 0.00 
Southern Sun Ltd.-1,100,000 0.00 0.00 1,100,000 11.26 0.10 
Spur Corporation Ltd.500,000 1,800,000 70.20 0.64 1,300,000 49.74 0.46 
Sun International Ltd.2,507 2,002,507 95.84 0.87 2,000,000 77.30 0.72 
Travel and Leisure Total-597,493 20,802,507 194.83 1.77 21,400,000 171.97 1.60 
Portfolio Total77,165,001 2,439,922,716 10,993.11 100.00 2,362,757,715 10,736.45 100.00