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New Road BCI Income Fund  |  South African-Multi Asset-Income
Reg Compliant
1.1361    -0.0004    (-0.035%)
NAV price (ZAR) Thu 26 Mar 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.5,800 5,800 1.39 0.19 0.00 0.00 
FirstRand Ltd.9,000 9,000 0.82 0.11 0.00 0.00 
Banks Total14,800 14,800 2.21 0.30 0.00 0.00 
SA Bond ABFN542,000,000 4,766,000 4.86 0.67 2,766,000 2.82 0.40 
SA Bond ABFN611,320,000 1.34 0.18 1,320,000 1.35 0.19 
SA Bond ABFN785,000,000 5,000,000 5.04 0.69 0.00 0.00 
SA Bond ABFZ026,000,000 6,000,000 6.04 0.83 0.00 0.00 
SA Bond ABGN073,457,000 3.50 0.48 3,457,000 3.50 0.49 
SA Bond AGLG012,095,000 2.13 0.29 2,095,000 2.13 0.30 
SA Bond ASN700628,000 0.63 0.09 628,000 0.63 0.09 
SA Bond BNDS1.30 0.18 1.30 0.18 
SA Bond CLN616314,000 0.33 0.05 314,000 0.33 0.05 
SA Bond CLN655209,000 0.23 0.03 209,000 0.23 0.03 
SA Bond EQT012-1,676,000 0.00 0.00 1,676,000 1.70 0.24 
SA Bond FIFB271,571,000 1.61 0.22 1,571,000 1.60 0.23 
SA Bond FRB291,980,000 5,542,000 5.67 0.78 3,562,000 3.66 0.51 
SA Bond FRB321,676,000 1.71 0.23 1,676,000 1.71 0.24 
SA Bond FRB352,724,000 2.81 0.38 2,724,000 2.80 0.39 
SA Bond FRBI28999,000 2.52 0.34 999,000 2.50 0.35 
SA Bond FRBI29754,000 1.06 0.14 754,000 1.03 0.14 
SA Bond FRI33922,000 1.27 0.17 922,000 1.20 0.17 
SA Bond FRJ27S188,000 0.19 0.03 188,000 0.19 0.03 
SA Bond FRJ281,687,000 1.72 0.24 1,687,000 1.72 0.24 
SA Bond FRJ29S1,278,000 1.32 0.18 1,278,000 1.32 0.19 
SA Bond FRS136817,000 1.23 0.17 817,000 1.12 0.16 
SA Bond FRS152339,000 0.86 0.12 339,000 0.84 0.12 
SA Bond GRT30-2,724,000 0.00 0.00 2,724,000 2.74 0.39 
SA Bond GRT502,263,000 2.30 0.31 2,263,000 2.30 0.32 
SA Bond I20314,924,000 5.62 0.77 4,924,000 5.47 0.77 
SA Bond I203313,348,000 18.89 2.59 13,348,000 17.89 2.51 
SA Bond INLV062,700,000 2.77 0.38 2,700,000 2.79 0.39 
SA Bond INLV121,676,000 1.70 0.23 1,676,000 1.70 0.24 
SA Bond NBK20A1,528,000 1.56 0.21 1,528,000 1.61 0.23 
SA Bond NBK21A259,000 0.28 0.04 259,000 0.28 0.04 
SA Bond NGT108209,000 0.21 0.03 209,000 0.22 0.03 
SA Bond NI29523,000 0.74 0.10 523,000 0.72 0.10 
SA Bond R186-21,600,000 0.00 0.00 21,600,000 22.99 3.23 
SA Bond R1877,200,000 7,200,000 7.45 1.02 0.00 0.00 
SA Bond R1887,200,000 7,200,000 7.68 1.05 0.00 0.00 
SA Bond R2030-8,300,000 13,215,000 13.96 1.91 21,515,000 21.88 3.07 
SA Bond R2032-9,390,000 25,534,000 26.74 3.66 34,924,000 34.48 4.84 
SA Bond R2035-1,410,000 7,990,000 8.57 1.17 9,400,000 9.31 1.31 
SA Bond R203711,310,000 11,310,000 11.66 1.60 0.00 0.00 
SA Bond R2038-1,676,000 0.00 0.00 1,676,000 1.82 0.26 
SA Bond R20402,835,000 48,913,000 50.96 6.98 46,078,000 42.94 6.03 
SA Bond R2103,771,000 9.66 1.32 3,771,000 9.47 1.33 
SA Bond RDFB311,299,000 1.31 0.18 1,299,000 1.31 0.18 
SA Bond RN203019,000,000 19.16 2.62 19,000,000 19.11 2.68 
SA Bond SBS39199,000 0.22 0.03 199,000 0.22 0.03 
SA Bond SBS58209,000 0.21 0.03 209,000 0.21 0.03 
SA Bond SBS67297,000 0.30 0.04 297,000 0.30 0.04 
SA Bond SBS72838,000 0.86 0.12 838,000 0.86 0.12 
SA Bond SBS75838,000 0.86 0.12 838,000 0.86 0.12 
SA Bond SBS761,047,000 1.09 0.15 1,047,000 1.09 0.15 
SA Bond SBS775,238,000 5.40 0.74 5,238,000 5.41 0.76 
SA Bond SBS791,487,000 1.52 0.21 1,487,000 1.52 0.21 
SA Bond SBS8113,620,000 13.90 1.90 13,620,000 13.90 1.95 
SA Bond SBS834,191,000 4.26 0.58 4,191,000 4.27 0.60 
SA Bond SBS951,257,000 1.27 0.17 1,257,000 1.27 0.18 
SA Bond SBSI141,232,000 3.50 0.48 1,232,000 3.35 0.47 
SA Bond SBSS02170,000 0.17 0.02 170,000 0.17 0.02 
SA Bond SBSZ016,257,000 6.32 0.87 6,257,000 6.31 0.89 
SA Bond SBT208-419,000 0.00 0.00 419,000 0.42 0.06 
SA Bond SBT2093,070,000 3,803,000 3.83 0.52 733,000 0.74 0.10 
SA Bond SSN064754,000 1.06 0.14 754,000 1.03 0.14 
SA Bond SST2042,724,000 2.77 0.38 2,724,000 2.75 0.39 
Bond Total-600,000 259,309,000 286.14 39.20 259,909,000 277.40 38.96 
Cash on call85.81 11.76 3.91 0.55 
Margin Account0.96 0.13 0.92 0.13 
Cash on call Total86.77 11.89 4.83 0.68 
Bond Derivative4.51 0.62 0.00 0.00 
Equity Derivative0.87 0.12 3.97 0.56 
Derivatives Total5.38 0.74 3.97 0.56 
European - Currency3.41 0.47 0.88 0.12 
United Kingdom - Currency0.08 0.01 0.05 0.01 
USA - Currency0.51 0.07 1.48 0.21 
For Currency Total4.01 0.55 2.42 0.34 
Foreign - Bonds29.76 4.08 24.96 3.51 
Foreign - Unit Trusts3.45 0.47 0.00 0.00 
Foreign Invest Total33.21 4.55 24.96 3.51 
Fairtree BCI Income Plus - F2,445,109 81,679,612 105.82 14.50 79,234,503 102.22 14.36 
PortfolioMetrix BCI Dynamic Income - B-2,262,064 108,776,731 129.83 17.79 111,038,795 126.30 17.74 
Truffle SCI Income Plus Fund - A2,111,781 55,676,445 58.74 8.05 53,564,664 56.45 7.93 
Vunani BCI Enhanced Income Retention - B11,026,433 2.10 0.29 1,026,433 2.10 0.30 
Income Total2,294,826 247,159,221 296.49 40.62 244,864,395 287.06 40.32 
0.00 0.00 20.11 2.83 
Money Market - 1 month duration0.00 0.00 5.03 0.71 
Money Market - 2 months duration0.00 0.00 23.49 3.30 
Money Market - 3 months duration0.00 0.00 20.11 2.82 
Money Market - 4 months duration0.00 0.00 1.00 0.14 
Money Market - 6 months duration0.00 0.00 3.39 0.48 
Money Market - 9 months duration0.00 0.00 7.72 1.08 
Money Market Instrument0.00 0.00 15.09 2.12 
Money Market Total0.00 0.00 95.95 13.48 
Investec Ltd.18,231 1.80 0.25 18,231 1.78 0.25 
Standard Bank Group Ltd.16,295 1.59 0.22 16,295 1.54 0.22 
Preference Shares Total34,526 3.38 0.46 34,526 3.32 0.47 
NEPI Rockcastle NV-300 8,914 1.30 0.18 9,214 1.27 0.18 
Real Estate Investment and Services Total-300 8,914 1.30 0.18 9,214 1.27 0.18 
Burstone Group Ltd.163,848 1.50 0.21 163,848 1.33 0.19 
Dipula Properties Ltd.21,222 0.14 0.02 21,222 0.12 0.02 
Fairvest Ltd.141,782 1.02 0.14 141,782 0.78 0.11 
Growthpoint Properties Ltd.-27,600 165,397 2.84 0.39 192,997 2.85 0.40 
Hammerson plc3,419 0.25 0.03 3,419 0.23 0.03 
Octodec Investments Ltd.70,670 1.05 0.14 70,670 0.80 0.11 
Redefine Properties Ltd.-124,100 497,208 2.98 0.41 621,308 3.08 0.43 
SA Corporate Real Estate Ltd.168,295 0.61 0.08 168,295 0.52 0.07 
Vukile Property Fund Ltd.-26,600 25,672 0.64 0.09 52,272 1.09 0.15 
Real Estate Investment Trusts Total-178,300 1,257,513 11.03 1.51 1,435,813 10.81 1.52 
Portfolio Total1,531,026 507,783,974 729.92 100.00 506,252,948 711.99 100.00