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Nedgroup Investments Core Guarded Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
20.8328    +0.0021    (+0.010%)
NAV price (ZAR) Thu 30 Oct 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Montauk Renewables Inc.4,761 28,444 1.04 0.01 23,683 0.95 0.01 
Alternative Energy Total4,761 28,444 1.04 0.01 23,683 0.95 0.01 
Absa Group Ltd.-15,976 361,511 65.41 0.48 377,487 66.32 0.51 
Capitec Bank Holdings Ltd.-1,647 37,534 130.25 0.95 39,181 139.32 1.08 
FirstRand Ltd.-97,366 2,222,324 172.99 1.26 2,319,690 176.81 1.37 
Investec Ltd.-4,081 108,042 13.85 0.10 112,123 14.83 0.11 
Investec plc-9,683 157,151 20.20 0.15 166,834 22.04 0.17 
Nedbank Group Ltd.-8,840 198,571 42.50 0.31 207,411 50.63 0.39 
Standard Bank Group Ltd.-25,143 573,041 135.39 0.99 598,184 136.21 1.05 
Banks Total-162,736 3,658,174 580.58 4.23 3,820,910 606.16 4.69 
Anheuser-Busch InBev SA/NV-3,971 38,141 39.37 0.29 42,112 51.33 0.40 
Beverages Total-3,971 38,141 39.37 0.29 42,112 51.33 0.40 
SA Bond EL313,000,000 4.37 0.03 3,000,000 4.16 0.03 
SA Bond ES424,000,000 3.56 0.03 4,000,000 3.21 0.02 
SA Bond I202935,000,000 49.05 0.36 35,000,000 48.14 0.37 
SA Bond I203336,000,000 48.26 0.35 36,000,000 46.63 0.36 
SA Bond I203825,000,000 65,495,000 94.86 0.69 40,495,000 56.71 0.44 
SA Bond I204310,000,000 11.17 0.08 10,000,000 10.97 0.08 
SA Bond I204653,834,925 66.77 0.49 53,834,925 63.87 0.49 
SA Bond I205062,000,000 77.98 0.57 62,000,000 72.79 0.56 
SA Bond IBL263100,000,000 101.94 0.74 100,000,000 101.92 0.79 
SA Bond R186282,131,000 300.22 2.19 282,131,000 293.63 2.27 
SA Bond R20219,771,000 55.22 0.40 19,771,000 52.66 0.41 
SA Bond R2030306,500,000 311.74 2.27 306,500,000 311.71 2.41 
SA Bond R2032264,100,000 260.72 1.90 264,100,000 257.68 1.99 
SA Bond R2035295,000,000 292.24 2.13 295,000,000 284.36 2.20 
SA Bond R203710,000,000 284,000,000 265.88 1.94 274,000,000 248.18 1.92 
SA Bond R203840,000,000 40,000,000 43.40 0.32 0.00 0.00 
SA Bond R2040312,000,000 290.73 2.12 312,000,000 281.96 2.18 
SA Bond R2044307,700,000 272.75 1.99 307,700,000 261.77 2.03 
SA Bond R2048229,000,000 199.94 1.46 229,000,000 191.03 1.48 
SA Bond R205340,000,000 45.42 0.33 40,000,000 43.20 0.33 
SA Bond R209105,960,000 84.22 0.61 105,960,000 80.74 0.62 
SA Bond R21026,925,000 67.65 0.49 26,925,000 66.52 0.51 
SA Bond R213191,750,000 183.18 1.33 191,750,000 180.94 1.40 
SA Bond R214155,100,000 113.29 0.82 155,100,000 108.18 0.84 
SA Bond SBS7710,000,000 10.32 0.08 10,000,000 10.31 0.08 
SA Bond SSN0437,000,000 9.63 0.07 7,000,000 9.31 0.07 
Bond Total75,000,000 3,246,266,925 3,264.53 23.77 3,171,266,925 3,090.56 23.92 
iShares Core Global Aggregate Bond UCITS ETF604,142 4,226,463 398.83 2.90 3,622,321 349.11 2.70 
iShares Global Inflation Linked Govt Bond UCITS ETF28,490 80.58 0.59 28,490 82.66 0.64 
Bonds Total604,142 4,254,953 479.41 3.49 3,650,811 431.77 3.34 
Cash on call-148.41 -1.08 -147.25 -1.14 
Margin Account28.23 0.21 27.52 0.21 
Cash on call Total-120.18 -0.88 -119.73 -0.93 
AECI Ltd.-734 46,291 4.50 0.03 47,025 4.99 0.04 
Omnia Holdings Ltd.-1,019 69,733 5.00 0.04 70,752 5.62 0.04 
Sasol Ltd.-11,487 255,582 27.45 0.20 267,069 21.45 0.17 
Chemicals Total-13,240 371,606 36.95 0.27 384,846 32.07 0.25 
Group Five Ltd.6,792 0.00 0.00 6,792 0.00 0.00 
Construction & Materials Total6,792 0.00 0.00 6,792 0.00 0.00 
PPC Ltd.-30,658 509,367 2.75 0.02 540,025 2.80 0.02 
Raubex Group Ltd.-6,207 72,938 3.11 0.02 79,145 3.54 0.03 
Wilson Bayly Holmes - Ovcon Ltd.-1,287 21,760 3.26 0.02 23,047 4.24 0.03 
Construction and Materials Total-38,152 604,065 9.12 0.07 642,217 10.59 0.08 
ADvTECH Ltd.-5,272 213,200 6.73 0.05 218,472 7.13 0.06 
Curro Holdings Ltd.-23,274 200,357 2.39 0.02 223,631 2.03 0.02 
Consumer Services Total-28,546 413,557 9.12 0.07 442,103 9.16 0.07 
Reunert Ltd.-3,562 66,538 3.57 0.03 70,100 4.11 0.03 
Electronic and Electrical Equipment Total-3,562 66,538 3.57 0.03 70,100 4.11 0.03 
BlackRock Developed Real Estate Index sub-Fund USD386,697 94.84 0.69 386,697 94.20 0.73 
Blackrock Developed World Index Fund43,951 417,656 304.90 2.22 373,705 261.75 2.03 
iShares Core MSCI Emerging Markets IMI UCITS ETF10,794 37,249 27.83 0.20 26,455 18.52 0.14 
iShares Emerging Markets Index Fund42,438 42,438 15.53 0.11 0.00 0.00 
Equities Total97,183 884,040 443.10 3.23 786,857 374.47 2.90 
Astral Foods Ltd.-1,091 15,988 3.32 0.02 17,079 3.07 0.02 
AVI Ltd.-5,222 144,877 14.27 0.10 150,099 14.16 0.11 
Oceana Group Ltd.40,531 2.03 0.01 40,531 2.13 0.02 
Premier Group Ltd.839 19,712 3.02 0.02 18,873 2.67 0.02 
RCL Foods Ltd.10,986 90,991 0.88 0.01 80,005 0.88 0.01 
Tiger Brands Ltd.-4,079 66,018 20.31 0.15 70,097 22.54 0.17 
Food Producers Total1,433 378,117 43.81 0.32 376,684 45.44 0.35 
USA - Currency175.57 1.28 145.83 1.13 
For Currency Total175.57 1.28 145.83 1.13 
Barloworld Ltd.-2,067 62,461 7.35 0.05 64,528 7.15 0.06 
KAP Ltd.1,096,896 1.84 0.01 1,096,896 2.25 0.02 
Mondi plc-3,601 82,326 19.44 0.14 85,927 24.98 0.19 
The Bidvest Group Ltd.-6,638 148,090 31.24 0.23 154,728 36.38 0.28 
General Industrials Total-12,306 1,389,773 59.87 0.44 1,402,079 70.76 0.55 
Life Healthcare Group Holdings Ltd.-23,499 604,618 7.02 0.05 628,117 8.96 0.07 
Netcare Ltd.-21,020 598,670 8.57 0.06 619,690 8.66 0.07 
Health Care Providers Total-44,519 1,203,288 15.59 0.11 1,247,807 17.61 0.14 
Nedgroup Inv Core Income - D185,034,405 2,000,334,762 2,015.74 14.68 1,815,300,357 1,827.64 14.14 
Income Total185,034,405 2,000,334,762 2,015.74 14.68 1,815,300,357 1,827.64 14.14 
Sappi Ltd.-6,074 264,326 6.11 0.04 270,400 8.07 0.06 
Industrial Materials Total-6,074 264,326 6.11 0.04 270,400 8.07 0.06 
African Rainbow Minerals Ltd.-1,448 46,048 8.54 0.06 47,496 8.17 0.06 
Afrimat Ltd.56,459 2.16 0.02 56,459 2.51 0.02 
Anglo American plc-7,749 139,637 90.08 0.66 147,386 76.74 0.59 
BHP Group Ltd.-5,599 66,835 31.97 0.23 72,434 30.84 0.24 
Glencore plc76,561 373,616 29.89 0.22 297,055 20.61 0.16 
Kumba Iron Ore Ltd.-709 23,858 7.78 0.06 24,567 7.01 0.05 
South32 Ltd.-22,668 117,914 3.68 0.03 140,582 4.79 0.04 
Industrial Metals and Mining Total38,388 824,367 174.09 1.27 785,979 150.67 1.17 
Hudaco Industries Ltd.12,715 2.21 0.02 12,715 2.48 0.02 
Industrial Support Services Total12,715 2.21 0.02 12,715 2.48 0.02 
Grindrod Ltd.-12,272 251,076 3.79 0.03 263,348 3.31 0.03 
Super Group Ltd.8,228 154,148 1.97 0.01 145,920 2.33 0.02 
Industrial Transportation Total-4,044 405,224 5.76 0.04 409,268 5.64 0.04 
Alexander Forbes Group Holdings Ltd.12,868 107,013 0.81 0.01 94,145 0.81 0.01 
Coronation Fund Managers Ltd.-4,339 123,875 5.49 0.04 128,214 5.06 0.04 
Hosken Consolidated Investments Ltd.20,662 2.57 0.02 20,662 2.66 0.02 
JSE Ltd.-791 35,605 4.55 0.03 36,396 4.85 0.04 
Ninety One Ltd.-6,742 94,732 4.31 0.03 101,474 4.43 0.03 
Ninety One plc-10,923 72,338 3.39 0.02 83,261 3.73 0.03 
PSG Financial Services Ltd.-16,118 427,219 9.70 0.07 443,337 9.75 0.08 
Quilter plc-23,193 322,574 12.38 0.09 345,767 13.12 0.10 
Reinet Investments SCA-2,350 58,018 29.33 0.21 60,368 34.72 0.27 
Remgro Ltd.-10,450 217,337 36.70 0.27 227,787 35.87 0.28 
Investment Banking and Brokerage Services Total-62,038 1,479,373 109.22 0.80 1,541,411 115.00 0.89 
Discovery Ltd.-10,414 234,238 46.35 0.34 244,652 52.69 0.41 
Momentum Group Ltd.-31,197 542,576 17.86 0.13 573,773 19.72 0.15 
Old Mutual Ltd.-81,056 1,792,890 23.86 0.17 1,873,946 22.49 0.17 
Sanlam Ltd.-33,814 764,996 63.51 0.46 798,810 70.97 0.55 
Life Insurance Total-156,481 3,334,700 151.58 1.10 3,491,181 165.87 1.28 
eMedia Holdings Ltd.91,204 91,204 0.16 0.00 0.00 0.00 
Media Total91,204 91,204 0.16 0.00 0.00 0.00 
Money Market - 10 months duration0.00 0.00 147.96 1.15 
Money Market - 20 months duration96.14 0.70 0.00 0.00 
Money Market - 23 months duration0.00 0.00 96.22 0.74 
Money Market - 26 months duration30.25 0.22 0.00 0.00 
Money Market - 29 months duration0.00 0.00 30.26 0.23 
Money Market - 31 months duration5.08 0.04 0.00 0.00 
Money Market - 34 months duration0.00 0.00 5.09 0.04 
Money Market - 7 months duration147.91 1.08 0.00 0.00 
Money Market Instrument1,080.73 7.87 1,081.29 8.37 
Nedgroup Investments Corporate Money Market - Z-14,083,874 81,375,659 81.90 0.60 95,459,533 96.24 0.74 
Nedgroup Inv Money Market - B-3,750,321 98,299,075 98.81 0.72 102,049,396 102.68 0.79 
Money Market Total-17,834,195 179,674,734 1,540.82 11.22 197,508,929 1,559.74 12.07 
OUTsurance Group Ltd.-16,745 372,513 26.61 0.19 389,258 30.49 0.24 
Santam Ltd.-501 17,780 6.71 0.05 18,281 7.79 0.06 
Non-life Insurance Total-17,246 390,293 33.32 0.24 407,539 38.28 0.30 
iShares Core MSCI World UCITS ETF47,238 102.76 0.75 47,238 98.79 0.76 
Nedgroup Investments Core Global - A62,654,755 2,301.08 16.75 62,654,755 2,241.02 17.34 
Offshore Intern Total62,701,993 2,403.84 17.50 62,701,993 2,339.80 18.10 
Exxaro Resources Ltd.-4,285 105,226 18.84 0.14 109,511 16.08 0.12 
Thungela Resources Ltd.-2,785 48,114 4.19 0.03 50,899 4.29 0.03 
Oil, Gas and Coal Total-7,070 153,340 23.02 0.17 160,410 20.37 0.16 
Bid Corporation Ltd.-6,473 146,429 63.26 0.46 152,902 72.20 0.56 
Boxer Retail Ltd.-1,351 69,228 4.74 0.03 70,579 4.86 0.04 
Clicks Group Ltd.-4,662 103,336 36.58 0.27 107,998 40.21 0.31 
Dis-Chem Pharmacies Ltd.4,294 218,417 7.13 0.05 214,123 6.96 0.05 
Pick n Pay Stores Ltd.-6,242 233,431 5.84 0.04 239,673 6.42 0.05 
Shoprite Holdings Ltd.-9,117 205,927 56.44 0.41 215,044 60.20 0.47 
The SPAR Group Ltd.-2,654 84,715 8.19 0.06 87,369 9.42 0.07 
Personal Care, Drug and Grocery Stores Total-26,205 1,061,483 182.18 1.33 1,087,688 200.26 1.55 
Compagnie Financière Richemont SA-1,332 20,466 66.92 0.49 21,798 72.63 0.56 
Personal Goods Total-1,332 20,466 66.92 0.49 21,798 72.63 0.56 
Adcock Ingram Holdings Ltd.25,089 1.81 0.01 25,089 1.28 0.01 
Aspen Pharmacare Holdings Ltd.-6,632 169,031 16.23 0.12 175,663 21.00 0.16 
Pharmaceuticals and Biotechnology Total-6,632 194,120 18.03 0.13 200,752 22.28 0.17 
AngloGold Ashanti plc-6,773 154,557 183.83 1.34 161,330 128.68 1.00 
DRDGOLD Ltd.-1,937 188,267 8.90 0.06 190,204 4.47 0.03 
Gold Fields Ltd.-16,848 385,113 276.18 2.01 401,961 167.16 1.29 
Harmony Gold Mining Company Ltd.-10,542 238,391 73.20 0.53 248,933 60.10 0.47 
Impala Platinum Holdings Ltd.-15,085 341,239 74.28 0.54 356,324 56.78 0.44 
Northam Platinum Holdings Ltd.-6,073 154,039 42.98 0.31 160,112 30.98 0.24 
Pan African Resources plc-16,757 727,671 14.63 0.11 744,428 8.20 0.06 
Sibanye Stillwater Ltd.-54,400 1,224,624 60.24 0.44 1,279,024 41.31 0.32 
Valterra Platinum Ltd.37,693 95,395 115.24 0.84 57,702 45.66 0.35 
Precious Metals and Mining Total-90,722 3,509,296 849.47 6.19 3,600,018 543.34 4.20 
Fortress Real Estate Investments Ltd.93,526 1,288,834 29.39 0.21 1,195,308 23.88 0.18 
Lighthouse Properties plc105,743 1,148,235 9.04 0.07 1,042,492 8.39 0.06 
MAS plc-64,564 405,705 8.63 0.06 470,269 11.46 0.09 
NEPI Rockcastle NV18,798 375,482 51.79 0.38 356,684 48.34 0.37 
Real Estate Investment and Services Total153,503 3,218,256 98.84 0.72 3,064,753 92.08 0.71 
Assura plc206,430 2.23 0.02 206,430 2.52 0.02 
Attacq Ltd.46,088 741,952 10.19 0.07 695,864 9.77 0.08 
Burstone Group Ltd.72,134 675,680 5.47 0.04 603,546 4.90 0.04 
Emira Property Fund Ltd.13,138 211,486 2.57 0.02 198,348 2.17 0.02 
Equites Property Fund Ltd.63,390 873,131 13.94 0.10 809,741 12.20 0.09 
Fairvest Ltd.111,483 1,794,744 9.92 0.07 1,683,261 8.82 0.07 
Growthpoint Properties Ltd.138,894 3,506,089 51.75 0.38 3,367,195 44.68 0.35 
Hammerson plc14,994 118,629 7.94 0.06 103,635 7.63 0.06 
Hyprop Investments Ltd.47,522 426,766 19.83 0.14 379,244 16.06 0.12 
Intu Properties plc2,167,369 0.00 0.00 2,167,369 0.00 0.00 
Primary Health Properties plc36,465 140,025 2.98 0.02 103,560 2.52 0.02 
Redefine Properties Ltd.537,472 7,407,462 36.74 0.27 6,869,990 31.19 0.24 
Resilient REIT Ltd.22,748 313,419 19.98 0.15 290,671 17.55 0.14 
SA Corporate Real Estate Ltd.-168,934 2,403,724 7.45 0.05 2,572,658 8.08 0.06 
Shaftesbury Capital plc16,544 155,144 5.10 0.04 138,600 5.33 0.04 
Sirius Real Estate Ltd.24,623 480,754 10.83 0.08 456,131 10.74 0.08 
Stor-Age Property REIT Ltd.26,612 428,415 6.60 0.05 401,803 6.42 0.05 
Supermarket Income REIT plc8,634 139,011 2.56 0.02 130,377 2.66 0.02 
Vukile Property Fund Ltd.94,978 1,308,841 27.30 0.20 1,213,863 23.83 0.18 
Real Estate Investment Trusts Total1,106,785 23,499,071 243.38 1.77 22,392,286 217.09 1.68 
Cashbuild Ltd.-9,791 0.00 0.00 9,791 1.50 0.01 
Italtile Ltd.195,117 1.85 0.01 195,117 1.96 0.02 
Motus Holdings Ltd.-2,238 68,168 7.09 0.05 70,406 6.65 0.05 
Mr Price Group Ltd.-4,980 110,032 22.48 0.16 115,012 25.50 0.20 
Pepkor Holdings Ltd.403,886 1,609,812 39.41 0.29 1,205,926 32.90 0.25 
The Foschini Group Ltd.-5,147 140,162 15.21 0.11 145,309 18.72 0.14 
Truworths International Ltd.-6,029 163,092 8.90 0.06 169,121 12.05 0.09 
We Buy Cars Holdings Ltd.-1,188 99,390 5.52 0.04 100,578 5.96 0.05 
Woolworths Holdings Ltd.-15,945 392,269 19.64 0.14 408,214 21.22 0.16 
Retailers Total358,568 2,778,042 120.10 0.87 2,419,474 126.45 0.98 
Altron Ltd.100,521 1.84 0.01 100,521 2.19 0.02 
Bytes Technology Group plc27,676 2.54 0.02 27,676 3.44 0.03 
Datatec Ltd.-374 87,619 5.25 0.04 87,993 5.74 0.04 
Karooooo Ltd.2,500 2.43 0.02 2,500 2.19 0.02 
Naspers Ltd.-3,988 46,169 290.94 2.12 50,157 277.98 2.15 
Prosus NV-10,592 78,580 96.24 0.70 89,172 88.31 0.68 
Software and Computer Services Total-14,954 343,065 399.24 2.91 358,019 379.85 2.94 
Blu Label Unlimited Group Ltd.-27,725 202,546 2.40 0.02 230,271 3.29 0.03 
MTN Group Ltd.-55,921 767,299 107.64 0.78 823,220 116.28 0.90 
MultiChoice Group Ltd.-3,546 98,300 12.27 0.09 101,846 11.96 0.09 
Telkom SA SOC Ltd.-1,524 121,436 6.22 0.05 122,960 6.50 0.05 
Vodacom Group Ltd.-11,628 259,864 34.48 0.25 271,492 37.09 0.29 
Telecommunications Service Providers Total-100,344 1,449,445 163.01 1.19 1,549,789 175.12 1.36 
British American Tobacco plc-10,106 83,921 76.43 0.56 94,027 78.98 0.61 
Tobacco Total-10,106 83,921 76.43 0.56 94,027 78.98 0.61 
Famous Brands Ltd.2,917 40,516 2.17 0.02 37,599 2.34 0.02 
Southern Sun Ltd.-20,473 297,475 2.55 0.02 317,948 2.80 0.02 
Sun International Ltd.-5,628 71,078 2.86 0.02 76,706 3.34 0.03 
Tsogo Sun Ltd.230,765 1.50 0.01 230,765 1.78 0.01 
Travel and Leisure Total-23,184 639,834 9.09 0.07 663,018 10.26 0.08 
Portfolio Total243,822,713 5,546,028,443 13,734.02 100.00 5,302,205,730 12,923.00 100.00