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Nedgroup Investments Core Guarded Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
21.2108    -0.0432    (-0.203%)
NAV price (ZAR) Wed 29 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Montauk Renewables Inc.-28,418 26 0.00 0.00 28,444 0.82 0.01 
Alternative Energy Total-28,418 26 0.00 0.00 28,444 0.82 0.01 
Absa Group Ltd.14,288 356,707 85.23 0.58 342,419 81.96 0.56 
Capitec Bank Holdings Ltd.2,027 37,589 153.55 1.04 35,562 147.79 1.01 
FirstRand Ltd.85,647 2,191,400 187.50 1.27 2,105,753 191.10 1.31 
Investec Ltd.4,144 105,544 13.47 0.09 101,400 12.39 0.08 
Investec plc2,822 144,874 18.72 0.13 142,052 17.35 0.12 
Nedbank Group Ltd.2,812 190,799 50.92 0.34 187,987 50.05 0.34 
Standard Bank Group Ltd.22,171 565,117 170.38 1.15 542,946 157.67 1.08 
Banks Total133,911 3,592,030 679.77 4.59 3,458,119 658.32 4.51 
Anheuser-Busch InBev SA/NV1,451 40,143 47.29 0.32 38,692 41.42 0.28 
Beverages Total1,451 40,143 47.29 0.32 38,692 41.42 0.28 
SA Bond CLN6974,630,000 4,630,000 4.07 0.03 0.00 0.00 
SA Bond CLN698870,000 870,000 0.75 0.01 0.00 0.00 
SA Bond CLN70225,200,000 25,200,000 22.36 0.15 0.00 0.00 
SA Bond CLN7055,300,000 5,300,000 4.68 0.03 0.00 0.00 
SA Bond CLN7117,550,000 7,550,000 6.41 0.04 0.00 0.00 
SA Bond CLN72046,000,000 46,000,000 38.15 0.26 0.00 0.00 
SA Bond CLN72140,900,000 40,900,000 34.04 0.23 0.00 0.00 
SA Bond CLN72342,000,000 42,000,000 35.22 0.24 0.00 0.00 
SA Bond CLN7328,800,000 8,800,000 7.71 0.05 0.00 0.00 
SA Bond CLN88143,100,000 43,100,000 37.31 0.25 0.00 0.00 
SA Bond CLN8837,000,000 7,000,000 5.98 0.04 0.00 0.00 
SA Bond CLN8848,000,000 8,000,000 6.75 0.05 0.00 0.00 
SA Bond CLN8858,000,000 8,000,000 6.75 0.05 0.00 0.00 
SA Bond CLN89947,500,000 47,500,000 32.88 0.22 0.00 0.00 
SA Bond CLN90055,000,000 55,000,000 37.82 0.26 0.00 0.00 
SA Bond EL313,000,000 4.57 0.03 3,000,000 4.55 0.03 
SA Bond ES424,000,000 3.64 0.02 4,000,000 3.77 0.03 
SA Bond I202935,000,000 50.75 0.34 35,000,000 50.31 0.34 
SA Bond I203336,000,000 50.03 0.34 36,000,000 50.95 0.35 
SA Bond I203865,495,000 98.23 0.66 65,495,000 103.61 0.71 
SA Bond I204310,000,000 11.79 0.08 10,000,000 12.44 0.09 
SA Bond I204653,834,925 71.03 0.48 53,834,925 75.46 0.52 
SA Bond I205062,000,000 83.74 0.57 62,000,000 87.79 0.60 
SA Bond IBL263100,000,000 101.75 0.69 100,000,000 101.84 0.70 
SA Bond R18794,043,667 98.87 0.67 94,043,667 97.32 0.67 
SA Bond R18894,043,667 101.00 0.68 94,043,667 100.37 0.69 
SA Bond R20219,771,000 57.56 0.39 19,771,000 57.61 0.39 
SA Bond R2030186,500,000 186.89 1.26 186,500,000 197.03 1.35 
SA Bond R203210,000,000 274,100,000 267.75 1.81 264,100,000 276.58 1.90 
SA Bond R203310,000,000 10,000,000 10.60 0.07 0.00 0.00 
SA Bond R203530,000,000 325,000,000 321.80 2.18 295,000,000 316.59 2.17 
SA Bond R203730,000,000 314,000,000 297.90 2.01 284,000,000 292.56 2.01 
SA Bond R203810,000,000 50,000,000 54.72 0.37 40,000,000 47.58 0.33 
SA Bond R2040312,000,000 298.23 2.02 312,000,000 325.07 2.23 
SA Bond R204240,000,000 40,000,000 41.02 0.28 0.00 0.00 
SA Bond R2044457,700,000 422.85 2.86 457,700,000 457.38 3.14 
SA Bond R204830,000,000 259,000,000 236.81 1.60 229,000,000 227.76 1.56 
SA Bond R205380,000,000 94.54 0.64 80,000,000 103.96 0.71 
SA Bond R209105,960,000 85.11 0.58 105,960,000 92.29 0.63 
SA Bond R21026,925,000 69.79 0.47 26,925,000 68.97 0.47 
SA Bond R213221,750,000 209.18 1.41 221,750,000 222.14 1.52 
SA Bond R214155,100,000 116.96 0.79 155,100,000 126.81 0.87 
SA Bond SBS7710,000,000 10.28 0.07 10,000,000 10.30 0.07 
SA Bond SSN0437,000,000 9.99 0.07 7,000,000 10.53 0.07 
Bond Total509,850,000 3,762,073,259 3,748.27 25.34 3,252,223,259 3,521.56 24.14 
iShares Core Global Aggregate Bond UCITS ETF69,205 4,897,494 450.04 3.04 4,828,289 438.37 3.01 
iShares Global Inflation Linked Govt Bond UCITS ETF37,327 104.18 0.70 37,327 101.37 0.69 
Bonds Total69,205 4,934,821 554.21 3.75 4,865,616 539.73 3.70 
Cash on call104.59 0.71 -141.90 -0.97 
Margin Account28.17 0.19 27.74 0.19 
Cash on call Total132.75 0.90 -114.16 -0.78 
AECI Ltd.46,291 5.35 0.04 46,291 4.13 0.03 
ASP Isotopes Inc.11,650 20,320 1.51 0.01 8,670 0.85 0.01 
Omnia Holdings Ltd.69,733 6.64 0.04 69,733 5.49 0.04 
Sasol Ltd.10,831 252,411 56.68 0.38 241,580 25.66 0.18 
Chemicals Total22,481 388,755 70.18 0.47 366,274 36.13 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.543,074 3.22 0.02 543,074 3.04 0.02 
Raubex Group Ltd.79,133 3.83 0.03 79,133 3.53 0.02 
Wilson Bayly Holmes - Ovcon Ltd.22,976 3.54 0.02 22,976 3.84 0.03 
Construction and Materials Total645,183 10.59 0.07 645,183 10.40 0.07 
Advtech Ltd.11,730 209,652 8.75 0.06 197,922 7.37 0.05 
Curro Holdings Ltd.-200,357 0.00 0.00 200,357 2.87 0.02 
Consumer Services Total-188,627 209,652 8.75 0.06 398,279 10.24 0.07 
Reunert Ltd.66,538 4.32 0.03 66,538 4.15 0.03 
Electronic and Electrical Equipment Total66,538 4.32 0.03 66,538 4.15 0.03 
BlackRock Developed Real Estate Index sub-Fund USD484,880 117.08 0.79 484,880 114.51 0.79 
Blackrock Developed World Index Fund31,447 633,652 444.57 3.01 602,205 438.30 3.00 
iShares Core MSCI Emerging Markets IMI UCITS ETF37,249 28.36 0.19 37,249 27.75 0.19 
iShares Emerging Markets Index Fund41 79,988 30.63 0.21 79,947 29.40 0.20 
Equities Total31,488 1,235,769 620.64 4.20 1,204,281 609.96 4.18 
Channel VAS Investments Ltd.178,424 178,424 3.53 0.02 0.00 0.00 
Finance and Credit Services Total178,424 178,424 3.53 0.02 0.00 0.00 
Astral Foods Ltd.16,980 4.33 0.03 16,980 4.53 0.03 
AVI Ltd.4,641 140,783 14.60 0.10 136,142 14.36 0.10 
Oceana Group Ltd.40,531 2.08 0.01 40,531 2.26 0.02 
Premier Group Ltd.19,712 3.42 0.02 19,712 3.30 0.02 
RCL Foods Ltd.90,991 0.73 0.01 90,991 0.92 0.01 
Tiger Brands Ltd.1,127 63,481 19.11 0.13 62,354 22.83 0.16 
Food Producers Total5,768 372,478 44.27 0.30 366,710 48.21 0.33 
USA - Currency224.83 1.52 216.76 1.49 
For Currency Total224.83 1.52 216.76 1.49 
KAP Ltd.1,096,896 2.18 0.01 1,096,896 2.11 0.01 
Mondi plc75,776 14.57 0.10 75,776 15.43 0.11 
The Bidvest Group Ltd.4,400 144,498 32.93 0.22 140,098 33.27 0.23 
General Industrials Total4,400 1,317,170 49.68 0.34 1,312,770 50.81 0.35 
Life Healthcare Group Holdings Ltd.34,151 595,140 6.87 0.05 560,989 6.39 0.04 
Netcare Ltd.32,403 582,789 9.59 0.06 550,386 8.71 0.06 
Health Care Providers Total66,554 1,177,929 16.47 0.11 1,111,375 15.10 0.10 
Nedgroup Inv Core Income - D-297,050,279 1,816,504,907 1,831.22 12.38 2,113,555,186 2,130.46 14.61 
Income Total-297,050,279 1,816,504,907 1,831.22 12.38 2,113,555,186 2,130.46 14.61 
Sappi Ltd.245,380 4.16 0.03 245,380 6.02 0.04 
Industrial Materials Total245,380 4.16 0.03 245,380 6.02 0.04 
African Rainbow Minerals Ltd.2,223 42,460 9.67 0.07 40,237 8.00 0.05 
Afrimat Ltd.56,459 2.09 0.01 56,459 2.32 0.02 
Anglo American plc5,273 127,060 90.70 0.61 121,787 83.44 0.57 
BHP Group Ltd.-2,592 56,646 34.19 0.23 59,238 30.04 0.21 
Glencore plc44,471 452,333 57.70 0.39 407,862 37.18 0.25 
Kumba Iron Ore Ltd.1,326 23,485 7.50 0.05 22,159 7.78 0.05 
South32 Ltd.92,587 4.68 0.03 92,587 3.64 0.03 
Industrial Metals and Mining Total50,701 851,030 206.54 1.40 800,329 172.40 1.18 
Hudaco Industries Ltd.12,715 2.40 0.02 12,715 2.61 0.02 
Industrial Support Services Total12,715 2.40 0.02 12,715 2.61 0.02 
Grindrod Ltd.261,602 4.81 0.03 261,602 4.45 0.03 
Super Group Ltd.154,148 2.61 0.02 154,148 2.91 0.02 
Industrial Transportation Total415,750 7.42 0.05 415,750 7.36 0.05 
Alexander Forbes Group Holdings Ltd.107,013 0.70 0.00 107,013 0.83 0.01 
Coronation Fund Managers Ltd.115,078 5.07 0.03 115,078 5.38 0.04 
Hosken Consolidated Investments Ltd.20,662 3.42 0.02 20,662 3.22 0.02 
JSE Ltd.35,605 5.63 0.04 35,605 5.11 0.04 
Ninety One Ltd.94,732 4.80 0.03 94,732 4.53 0.03 
Ninety One plc65,546 3.36 0.02 65,546 3.16 0.02 
PSG Financial Services Ltd.24,531 423,396 11.16 0.08 398,865 10.87 0.07 
Quilter plc287,851 11.30 0.08 287,851 11.67 0.08 
Reinet Investments SCA1,731 56,612 30.95 0.21 54,881 31.83 0.22 
Remgro Ltd.9,026 214,659 40.31 0.27 205,633 37.35 0.26 
Investment Banking and Brokerage Services Total35,288 1,421,154 116.71 0.79 1,385,866 113.96 0.78 
Discovery Ltd.9,486 231,241 56.84 0.38 221,755 50.47 0.35 
Momentum Group Ltd.8,935 520,600 18.70 0.13 511,665 19.57 0.13 
Old Mutual Ltd.29,690 1,724,767 23.87 0.16 1,695,077 25.26 0.17 
Sanlam Ltd.30,456 754,944 66.11 0.45 724,488 71.35 0.49 
Life Insurance Total78,567 3,231,552 165.52 1.12 3,152,985 166.64 1.14 
Money Market - 14 months duration96.00 0.65 0.00 0.00 
Money Market - 17 months duration0.00 0.00 96.14 0.66 
Money Market - 20 months duration30.22 0.20 0.00 0.00 
Money Market - 23 months duration0.00 0.00 30.25 0.21 
Money Market - 25 months duration5.08 0.03 0.00 0.00 
Money Market - 26 months duration67.37 0.46 0.00 0.00 
Money Market - 28 months duration0.00 0.00 5.08 0.03 
Money Market - 29 months duration0.00 0.00 67.40 0.46 
Money Market - 34 months duration96.68 0.65 0.00 0.00 
Money Market Instrument1,082.88 7.32 1,180.56 8.09 
Nedgroup Investments Corporate Money Market - Z-6,832,149 103,071,262 103.57 0.70 109,903,411 110.53 0.76 
Nedgroup Inv Money Market - B-58,305,110 47,096,845 47.46 0.32 105,401,955 106.06 0.73 
Money Market Total-65,137,259 150,168,107 1,529.26 10.34 215,305,366 1,596.02 10.94 
OUTsurance Group Ltd.11,256 363,402 25.25 0.17 352,146 25.23 0.17 
Santam Ltd.16,495 6.45 0.04 16,495 7.05 0.05 
Non-life Insurance Total11,256 379,897 31.69 0.21 368,641 32.29 0.22 
iShares Core MSCI World UCITS ETF1,902 49,140 103.67 0.70 47,238 102.31 0.70 
Nedgroup Investments Core Global - A62,654,755 2,268.53 15.33 62,654,755 2,285.25 15.67 
Offshore Intern Total1,902 62,703,895 2,372.20 16.03 62,701,993 2,387.56 16.37 
Exxaro Resources Ltd.4,829 101,936 22.73 0.15 97,107 17.38 0.12 
Thungela Resources Ltd.1,349 45,478 7.68 0.05 44,129 4.24 0.03 
Oil, Gas and Coal Total6,178 147,414 30.41 0.21 141,236 21.62 0.15 
Bid Corporation Ltd.5,886 144,513 59.12 0.40 138,627 58.48 0.40 
Boxer Retail Ltd.69,228 5.21 0.04 69,228 4.94 0.03 
Clicks Group Ltd.3,313 99,762 28.84 0.20 96,449 32.46 0.22 
Dis-Chem Pharmacies Ltd.12,364 217,336 8.05 0.05 204,972 7.17 0.05 
Pick n Pay Stores Ltd.216,688 4.15 0.03 216,688 5.40 0.04 
Shoprite Holdings Ltd.8,320 203,253 56.54 0.38 194,933 52.68 0.36 
The SPAR Group Ltd.78,806 4.96 0.03 78,806 7.53 0.05 
Personal Care, Drug and Grocery Stores Total29,883 1,029,586 166.87 1.13 999,703 168.66 1.16 
Compagnie Financière Richemont SA642 20,103 59.03 0.40 19,461 70.59 0.48 
Personal Goods Total642 20,103 59.03 0.40 19,461 70.59 0.48 
Aspen Pharmacare Holdings Ltd.7,660 166,771 21.52 0.15 159,111 18.58 0.13 
Pharmaceuticals and Biotechnology Total7,660 166,771 21.52 0.15 159,111 18.58 0.13 
AngloGold Ashanti plc1,178 145,121 232.55 1.57 143,943 206.29 1.41 
DRDGOLD Ltd.10,231 185,277 9.03 0.06 175,046 9.17 0.06 
Gold Fields Ltd.14,746 379,699 283.61 1.92 364,953 264.85 1.82 
Harmony Gold Mining Company Ltd.9,475 235,268 59.58 0.40 225,793 76.11 0.52 
Impala Platinum Holdings Ltd.13,511 336,719 79.35 0.54 323,208 84.68 0.58 
Northam Platinum Holdings Ltd.6,267 152,110 51.49 0.35 145,843 49.17 0.34 
Pan African Resources plc-4,240 673,324 20.57 0.14 677,564 18.25 0.13 
Sibanye Stillwater Ltd.48,914 1,208,822 60.38 0.41 1,159,908 70.17 0.48 
Valterra Platinum Ltd.5,765 102,392 141.22 0.95 96,627 136.20 0.93 
Precious Metals and Mining Total105,847 3,418,732 937.79 6.34 3,312,885 914.89 6.27 
Fortress Real Estate Investments Ltd.60,674 1,277,437 28.22 0.19 1,216,763 29.08 0.20 
Lighthouse Properties plc64,891 1,138,805 8.47 0.06 1,073,914 9.07 0.06 
MAS plc-50,692 313,688 6.02 0.04 364,380 8.23 0.06 
NEPI Rockcastle NV3,226 383,233 52.12 0.35 380,007 55.42 0.38 
Real Estate Investment and Services Total78,099 3,113,163 94.83 0.64 3,035,064 101.81 0.70 
Attacq Ltd.15,492 715,590 11.67 0.08 700,098 11.41 0.08 
Burstone Group Ltd.633,537 5.69 0.04 633,537 5.79 0.04 
Dipula Properties Ltd.732,121 732,121 4.82 0.03 0.00 0.00 
Emira Property Fund Ltd.194,685 2.62 0.02 194,685 2.65 0.02 
Equites Property Fund Ltd.42,801 857,552 14.16 0.10 814,751 14.95 0.10 
Fairvest Ltd.42,209 1,906,116 12.16 0.08 1,863,907 13.38 0.09 
Growthpoint Properties Ltd.26,655 3,241,475 52.09 0.35 3,214,820 55.17 0.38 
Hammerson plc6,448 148,161 9.90 0.07 141,713 10.35 0.07 
Hyprop Investments Ltd.11,084 411,783 21.92 0.15 400,699 22.85 0.16 
Intu Properties plc2,167,369 0.00 0.00 2,167,369 0.00 0.00 
Octodec Investments Ltd.159,491 159,491 2.45 0.02 0.00 0.00 
Primary Health Properties plc-18,686 54,465 1.12 0.01 73,151 1.59 0.01 
Redefine Properties Ltd.60,089 6,973,734 41.01 0.28 6,913,645 41.48 0.28 
Resilient REIT Ltd.2,919 295,415 23.16 0.16 292,496 23.40 0.16 
SA Corporate Real Estate Ltd.-35,234 2,156,727 6.88 0.05 2,191,961 7.89 0.05 
Shaftesbury Capital plc13,596 158,857 4.62 0.03 145,261 4.69 0.03 
Sirius Real Estate Ltd.8,652 442,259 9.34 0.06 433,607 9.41 0.06 
Spear REIT Ltd.327,220 327,220 3.98 0.03 0.00 0.00 
Stor-Age Property REIT Ltd.30,069 434,239 7.20 0.05 404,170 7.25 0.05 
Supermarket Income REIT plc-87,823 51,188 0.93 0.01 139,011 2.56 0.02 
Vukile Property Fund Ltd.12,961 1,356,317 29.92 0.20 1,343,356 33.58 0.23 
Real Estate Investment Trusts Total1,350,064 23,418,301 265.64 1.80 22,068,237 268.40 1.84 
Italtile Ltd.195,117 1.68 0.01 195,117 1.77 0.01 
Motus Holdings Ltd.3,724 66,990 7.65 0.05 63,266 7.71 0.05 
Mr Price Group Ltd.3,418 107,299 16.28 0.11 103,881 18.18 0.12 
Pepkor Holdings Ltd.66,776 1,589,591 35.69 0.24 1,522,815 40.28 0.28 
The Foschini Group Ltd.5,997 137,531 9.71 0.07 131,534 11.04 0.08 
Truworths International Ltd.8,886 160,887 8.33 0.06 152,001 8.65 0.06 
We Buy Cars Holdings Ltd.53,102 152,492 6.00 0.04 99,390 4.75 0.03 
Woolworths Holdings Ltd.17,412 387,801 19.67 0.13 370,389 20.74 0.14 
Retailers Total159,315 2,797,708 105.00 0.71 2,638,393 113.13 0.78 
Altron Ltd.100,521 2.01 0.01 100,521 2.00 0.01 
Bytes Technology Group plc11,942 56,749 3.53 0.02 44,807 3.65 0.03 
Datatec Ltd.5,964 86,205 5.96 0.04 80,241 6.34 0.04 
Karooooo Ltd.2,500 1.96 0.01 2,500 1.96 0.01 
Naspers Ltd.49,895 324,566 278.34 1.88 274,671 303.38 2.08 
Prosus NV9,631 94,510 72.22 0.49 84,879 86.88 0.60 
Software and Computer Services Total77,432 665,051 364.03 2.46 587,619 404.20 2.77 
Blu Label Unlimited Group Ltd.246,538 2.06 0.01 246,538 2.60 0.02 
MTN Group Ltd.29,884 756,861 146.15 0.99 726,977 123.22 0.84 
Telkom SA SOC Ltd.6,775 119,507 6.99 0.05 112,732 6.65 0.05 
Vodacom Group Ltd.10,874 256,706 36.97 0.25 245,832 34.74 0.24 
Telecommunications Service Providers Total47,533 1,379,612 192.17 1.30 1,332,079 167.21 1.15 
British American Tobacco plc-2,925 63,893 63.76 0.43 66,818 62.89 0.43 
Tobacco Total-2,925 63,893 63.76 0.43 66,818 62.89 0.43 
Famous Brands Ltd.40,516 2.04 0.01 40,516 2.17 0.01 
Southern Sun Ltd.315,973 3.22 0.02 315,973 3.24 0.02 
Sun International Ltd.76,248 3.65 0.02 76,248 2.95 0.02 
Tsogo Sun Ltd.230,765 1.58 0.01 230,765 1.62 0.01 
Travel and Leisure Total663,502 10.49 0.07 663,502 9.96 0.07 
Portfolio Total149,996,541 5,849,057,192 14,794.22 100.00 5,699,060,651 14,586.72 100.00