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Nedgroup Investments Opportunity Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
81.0422    +0.0951    (+0.117%)
NAV price (ZAR) Thu 11 Dec 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-436,200 1,050,000 189.99 1.85 1,486,200 261.13 2.71 
Capitec Bank Holdings Ltd.7,600 24,400 84.67 0.82 16,800 59.74 0.62 
FirstRand Ltd.-1,262,885 537,115 41.81 0.41 1,800,000 137.20 1.42 
Standard Bank Group Ltd.-65,000 585,000 138.21 1.34 650,000 148.01 1.54 
Halyk Bank90,000 90,000 41.53 0.40 0.00 0.00 
TBC Bank Group PLC305,600 326.28 3.17 305,600 354.21 3.68 
Banks Total-1,666,485 2,592,115 822.49 7.99 4,258,600 960.28 9.96 
Endeavour Mining PLC60,000 60,000 43.11 0.42 0.00 0.00 
Basic Resources Total60,000 60,000 43.11 0.42 0.00 0.00 
SA Bond CLN864-55,000,000 0.00 0.00 55,000,000 77.84 0.81 
SA Bond CLN898-95,000,000 0.00 0.00 95,000,000 137.30 1.42 
SA Bond CLN93842,000,000 42.17 0.41 42,000,000 42.17 0.44 
SA Bond I2029-100,600,000 0.00 0.00 100,600,000 138.36 1.44 
SA Bond R2037-110,200,000 0.00 0.00 110,200,000 99.81 1.04 
SA Bond R2040-361,100,000 845,320,000 787.70 7.65 1,206,420,000 1,090.49 11.31 
SA Bond R2044212,300,000 188.19 1.83 212,300,000 180.61 1.87 
SA Bond R210-102,000,000 201,080,000 505.21 4.91 303,080,000 748.73 7.77 
SA Bond SSN21134,300,000 85.08 0.83 34,300,000 83.56 0.87 
SA Bond TNFG32325,000,000 325,000,000 329.73 3.20 0.00 0.00 
Bond Total-498,900,000 1,660,000,000 1,938.08 18.83 2,158,900,000 2,598.88 26.96 
Cash on call156.12 1.52 -376.69 -3.91 
Margin Account65.03 0.63 31.80 0.33 
Cash on call Total221.15 2.15 -344.88 -3.58 
Omnia Holdings Ltd.100,000 7.17 0.07 100,000 7.95 0.08 
Sasol Ltd.-1,327,300 0.00 0.00 1,327,300 106.62 1.11 
Chemicals Total-1,327,300 100,000 7.17 0.07 1,427,300 114.57 1.19 
African Rainbow Capital Investments Ltd.12,800,000 124.16 1.21 12,800,000 124.16 1.29 
EPE Capital Partners Ltd.14,371,523 96.29 0.94 14,371,523 94.13 0.98 
Closed End Investments Total27,171,523 220.45 2.14 27,171,523 218.29 2.26 
Raubex Group Ltd.2,950,000 125.82 1.22 2,950,000 131.95 1.37 
Construction and Materials Total2,950,000 125.82 1.22 2,950,000 131.95 1.37 
Zeda Ltd.9,300,000 116.25 1.13 9,300,000 114.95 1.19 
Alibaba Group Holdings Limited-22,000 500,000 196.56 1.91 522,000 171.75 1.78 
Consumer Services Total-22,000 9,800,000 312.81 3.04 9,822,000 286.69 2.97 
Baidu.Com, Inc.15,000 40,000 93.23 0.91 25,000 38.28 0.40 
JDcom290,000 116.96 1.14 290,000 110.85 1.15 
Sirius XM Inc60,000 23.53 0.23 60,000 24.07 0.25 
Cyclical Goods & Services Total15,000 390,000 233.71 2.27 375,000 173.20 1.80 
Equity Derivative625.39 6.08 1,083.46 11.24 
Derivatives Total625.39 6.08 1,083.46 11.24 
Greencoat Renewables plc-2,000,000 0.00 0.00 2,000,000 32.70 0.34 
Electricity Total-2,000,000 0.00 0.00 2,000,000 32.70 0.34 
Reunert Ltd.529,348 28.36 0.28 529,348 31.02 0.32 
Electronic and Electrical Equipment Total529,348 28.36 0.28 529,348 31.02 0.32 
Pepco Holdings Inc256,300 31.64 0.31 256,300 27.31 0.28 
Royal Dutch Shell Plc - A873 0.54 0.01 873 0.55 0.01 
Energy Total257,173 32.18 0.31 257,173 27.86 0.29 
Foreign - Equity Derivatives1,341.87 13.04 312.99 3.25 
Equities Total1,341.87 13.04 312.99 3.25 
JSC KASPI KZ ADR25,000 35.35 0.34 25,000 38.30 0.40 
POMEGRANATE INVESTMENT AB34,500 0.00 0.00 34,500 0.00 0.00 
ST James Place280,000 82.14 0.80 280,000 80.98 0.84 
Financial Services Total339,500 117.49 1.14 339,500 119.28 1.24 
Oceana Group Ltd.140,000 7.01 0.07 140,000 7.36 0.08 
Food Producers Total140,000 7.01 0.07 140,000 7.36 0.08 
Australia - Currency0.25 0.00 0.25 0.00 
European - Currency89.47 0.87 89.25 0.93 
Foreign - Currency1.20 0.01 1.24 0.01 
Foreign - Money Market194.84 1.89 260.17 2.70 
Hong Kong - Currency74.44 0.72 75.91 0.79 
Mexican Peso1.04 0.01 1.04 0.01 
United Kingdom - Currency3.22 0.03 40.65 0.42 
USA - Currency76.74 0.75 192.82 2.00 
For Currency Total441.20 4.29 661.33 6.86 
Foreign - Bonds489.24 4.75 393.05 4.08 
Foreign - Equities0.00 0.00 39.20 0.41 
Foreign Invest Total489.24 4.75 432.26 4.48 
British Land Company150,000 700,000 56.34 0.55 550,000 51.35 0.53 
Foreign Property Total150,000 700,000 56.34 0.55 550,000 51.35 0.53 
Barloworld Ltd.872,515 102.67 1.00 872,515 96.74 1.00 
KAP Ltd.5,749,450 9.66 0.09 5,749,450 11.79 0.12 
Mondi plc50,000 50,000 11.81 0.11 0.00 0.00 
The Bidvest Group Ltd.160,000 33.75 0.33 160,000 37.62 0.39 
General Industrials Total50,000 6,831,965 157.89 1.53 6,781,965 146.14 1.52 
Autohome INC ADR320,000 160.49 1.56 320,000 147.52 1.53 
Goods & Services Total320,000 160.49 1.56 320,000 147.52 1.53 
Life Healthcare Group Holdings Ltd.1,734,900 20.14 0.20 1,734,900 24.74 0.26 
Health Care Providers Total1,734,900 20.14 0.20 1,734,900 24.74 0.26 
Anglo American plc734 80,000 51.61 0.50 79,266 41.27 0.43 
Glencore plc-180,000 1,500,000 120.02 1.17 1,680,000 116.58 1.21 
Kumba Iron Ore Ltd.-330,000 0.00 0.00 330,000 94.20 0.98 
Master Drilling Group Ltd.4,400,000 67.41 0.66 4,400,000 70.22 0.73 
Merafe Resources Ltd.55,500,000 59.39 0.58 55,500,000 72.71 0.75 
Industrial Metals and Mining Total-509,266 61,480,000 298.41 2.90 61,989,266 394.98 4.10 
Hudaco Industries Ltd.64,388 11.20 0.11 64,388 12.58 0.13 
Industrial Support Services Total64,388 11.20 0.11 64,388 12.58 0.13 
Brait plc72,500,000 149.35 1.45 72,500,000 162.40 1.69 
Brait plc95,921 72.90 0.71 95,921 75.78 0.79 
Quilter plc-650,000 650,000 24.94 0.24 1,300,000 49.34 0.51 
Zeder Investments Ltd.4,000,000 5.08 0.05 4,000,000 5.16 0.05 
Investment Banking and Brokerage Services Total-650,000 77,245,921 252.27 2.45 77,895,921 292.67 3.04 
Old Mutual Ltd.500,000 4,900,000 65.22 0.63 4,400,000 52.80 0.55 
Life Insurance Total500,000 4,900,000 65.22 0.63 4,400,000 52.80 0.55 
Nedgroup Investments Corporate Money Market - C25164,500,000 164,500,000 165.32 1.61 0.00 0.00 
Money Market Total164,500,000 164,500,000 165.32 1.61 0.00 0.00 
Santam Ltd.64,200 64,200 24.22 0.24 0.00 0.00 
Non-life Insurance Total64,200 64,200 24.22 0.24 0.00 0.00 
Abax Global Equity Fund (USD) - A800,000 365.79 3.55 800,000 342.91 3.56 
Offshore Intern Total800,000 365.79 3.55 800,000 342.91 3.56 
Thungela Resources Ltd.-240,000 650,000 56.58 0.55 890,000 75.07 0.78 
Oil, Gas and Coal Total-240,000 650,000 56.58 0.55 890,000 75.07 0.78 
Bid Corporation Ltd.45,000 135,000 58.32 0.57 90,000 42.50 0.44 
Dis-Chem Pharmacies Ltd.-118,975 1,987,266 64.88 0.63 2,106,241 68.47 0.71 
Pick n Pay Stores Ltd.3,150,000 78.84 0.77 3,150,000 84.36 0.88 
Shoprite Holdings Ltd.-200,000 0.00 0.00 200,000 55.98 0.58 
Personal Care, Drug and Grocery Stores Total-273,975 5,272,266 202.05 1.96 5,546,241 251.31 2.61 
Adcock Ingram Holdings Ltd.-200,000 0.00 0.00 200,000 10.17 0.11 
Pharmaceuticals and Biotechnology Total-200,000 0.00 0.00 200,000 10.17 0.11 
AngloGold Ashanti plc-12,000 0.00 0.00 12,000 9.57 0.10 
Valterra Platinum Ltd.230,000 230,000 277.84 2.70 0.00 0.00 
Precious Metals and Mining Total218,000 230,000 277.84 2.70 12,000 9.57 0.10 
Balwin Properties Ltd.22,000,000 63.80 0.62 22,000,000 62.04 0.64 
MAS plc-320,992 379,008 8.06 0.08 700,000 17.06 0.18 
Real Estate Investment and Services Total-320,992 22,379,008 71.86 0.70 22,700,000 79.10 0.82 
Dipula Properties Ltd.2,894,507 35,294,507 194.12 1.89 32,400,000 173.34 1.80 
Hammerson plc-275,000 0.00 0.00 275,000 20.24 0.21 
Octodec Investments Ltd.6,843,092 77.94 0.76 6,843,092 69.12 0.72 
Schroder European Real Estate Investment Trust plc950,000 14.49 0.14 950,000 15.90 0.17 
Stor-Age Property REIT Ltd.-150,000 1,400,000 21.56 0.21 1,550,000 24.78 0.26 
Real Estate Investment Trusts Total2,469,507 44,487,599 308.11 2.99 42,018,092 303.38 3.15 
Wal-Mart de Mexico S.A.B. de C.V.370,000 19.67 0.19 370,000 22.34 0.23 
Retail Total370,000 19.67 0.19 370,000 22.34 0.23 
Combined Motor Holdings Ltd.900,000 29.70 0.29 900,000 27.63 0.29 
Italtile Ltd.2,100,000 19.95 0.19 2,100,000 21.15 0.22 
KAL Group Ltd.1,287,614 53.56 0.52 1,287,614 54.13 0.56 
Motus Holdings Ltd.100,000 10.40 0.10 100,000 9.45 0.10 
Mr Price Group Ltd.-30,000 0.00 0.00 30,000 6.65 0.07 
Pepkor Holdings Ltd.3,367,700 4,827,700 118.18 1.15 1,460,000 39.83 0.41 
Truworths International Ltd.556,100 2,200,000 120.12 1.17 1,643,900 117.09 1.21 
We Buy Cars Holdings Ltd.303,618 303,618 16.85 0.16 0.00 0.00 
Woolworths Holdings Ltd.935,500 1,405,200 70.36 0.68 469,700 24.42 0.25 
Retailers Total5,132,918 13,124,132 439.12 4.27 7,991,214 300.34 3.12 
Bytes Technology Group plc250,000 250,000 22.98 0.22 0.00 0.00 
Software and Computer Services Total250,000 250,000 22.98 0.22 0.00 0.00 
Greencoat UK Wind PLC2,000,000 2,000,000 29.17 0.28 0.00 0.00 
Specialist Securities Total2,000,000 2,000,000 29.17 0.28 0.00 0.00 
Qfin Holdings Inc214,100 110.08 1.07 214,100 169.50 1.76 
Technology Total214,100 110.08 1.07 214,100 169.50 1.76 
British American Tobacco plc13,000 13,000 11.84 0.12 0.00 0.00 
Tobacco Total13,000 13,000 11.84 0.12 0.00 0.00 
City Lodge Hotels Ltd.6,500,000 26.52 0.26 6,500,000 25.35 0.26 
Comair Ltd.10,500,000 0.00 0.00 10,500,000 0.00 0.00 
Southern Sun Ltd.-47,882 1,100,000 9.43 0.09 1,147,882 10.10 0.10 
Spur Corporation Ltd.600,000 1,200,000 40.93 0.40 600,000 20.11 0.21 
Sun International Ltd.877,336 2,000,000 80.54 0.78 1,122,664 48.87 0.51 
Travel and Leisure Total1,429,454 21,300,000 157.42 1.53 19,870,546 104.43 1.08 
Portfolio Total-329,257,939 2,133,261,138 10,291.55 100.00 2,462,519,077 9,638.18 100.00