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New Road BCI Enhanced Opportunities Fund  |  South African-Multi Asset-High Equity
Reg Compliant
1.3890    -0.0112    (-0.800%)
NAV price (ZAR) Thu 26 Mar 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.55,270 13.23 0.91 55,270 10.00 0.75 
Capitec Bank Holdings Ltd.6,155 25.58 1.76 6,155 21.36 1.61 
FirstRand Ltd.15,220 363,417 32.98 2.27 348,197 27.10 2.04 
Investec Ltd.15,401 1.88 0.13 15,401 1.97 0.15 
Investec plc1,083 21,000 2.57 0.18 19,917 2.56 0.19 
Nedbank Group Ltd.559 31,003 8.25 0.57 30,444 6.52 0.49 
Standard Bank Group Ltd.1,328 91,969 26.71 1.84 90,641 21.41 1.61 
Nu Holdings Ltd1,439 9,729 2.72 0.19 8,290 2.29 0.17 
Banks Total19,629 593,944 113.91 7.85 574,315 93.21 7.02 
Anheuser-Busch InBev SA/NV207 6,132 6.56 0.45 5,925 6.12 0.46 
Beverages Total207 6,132 6.56 0.45 5,925 6.12 0.46 
SA Bond R186-27,188,000 0.00 0.00 27,188,000 28.93 2.18 
SA Bond R1879,969,334 9,969,334 10.32 0.71 0.00 0.00 
SA Bond R1889,969,333 9,969,333 10.64 0.73 0.00 0.00 
SA Bond R20303,515,000 29,532,000 31.20 2.15 26,017,000 26.46 1.99 
SA Bond R20321,660,000 20,637,000 21.61 1.49 18,977,000 18.73 1.41 
SA Bond R203313,404,799 13,404,799 15.32 1.06 0.00 0.00 
SA Bond R203528,198,000 30.26 2.08 28,198,000 27.93 2.10 
SA Bond R203727,486,000 28.31 1.95 27,486,000 25.73 1.94 
SA Bond R203823,521,389 23,521,389 27.98 1.93 0.00 0.00 
SA Bond R20394,450,000 4,450,000 4.91 0.34 0.00 0.00 
SA Bond R20407,460,000 36,177,640 37.69 2.60 28,717,640 26.76 2.02 
SA Bond R204426,015,000 26.00 1.79 26,015,000 23.06 1.74 
SA Bond R20481,360,000 16,676,000 16.59 1.14 15,316,000 13.37 1.01 
SA Bond R2053840,000 4,183,000 5.44 0.37 3,343,000 3.80 0.29 
SA Bond R20910,751,916 9.36 0.65 10,751,916 8.55 0.64 
SA Bond R21316,754,138 16.78 1.16 16,754,138 16.01 1.21 
SA Bond R2146,682,722 5.46 0.38 6,682,722 4.88 0.37 
Bond Total48,961,855 284,408,271 297.87 20.52 235,446,416 224.22 16.89 
Cash on call9.79 0.67 7.77 0.59 
Cash on call Total9.79 0.67 7.77 0.59 
Sasol Ltd.38,587 4.10 0.28 38,587 4.14 0.31 
Chemicals Total38,587 4.10 0.28 38,587 4.14 0.31 
TKO Group Holdings-620 0.00 0.00 620 2.20 0.17 
Consumer Services Total-620 0.00 0.00 620 2.20 0.17 
ELF Beauty Inc1,425 1.81 0.12 1,419 3.22 0.24 
On Holding AG8,509 41,340 32.44 2.23 32,831 24.73 1.86 
Cyclical Goods & Services Total8,515 42,765 34.25 2.36 34,250 27.95 2.11 
Bond Derivative0.00 0.00 39.87 3.00 
Derivatives Total0.00 0.00 39.87 3.00 
Foreign - Equity Derivatives0.02 0.00 0.00 0.00 
iShares Core EURO STOXX 50978 8,045 98.26 6.77 7,067 86.89 6.55 
iShares Core MSCI Emerging Markets IMI UCITS ETF3,823 36,758 27.43 1.89 32,935 24.61 1.85 
SPDR S&P 400 US Mid Cap UCITS ETF3,388 18,466 31.59 2.18 15,078 26.17 1.97 
VanEck Semiconductor ETF32,422 51,611 53.17 3.66 19,189 45.35 3.42 
VanEck Uranium & Nuclear Energy ETF-37,084 17,204 35.24 2.43 54,288 51.03 3.84 
XTrackers Nasdaq 100 UCITS ETF4,416 118,023 114.91 7.92 113,607 111.62 8.41 
Equities Total7,943 250,107 360.61 24.84 242,164 345.68 26.04 
Opendoor Technologies Inc-41,520 0.00 0.00 41,520 5.88 0.44 
Financial Services Total-41,520 0.00 0.00 41,520 5.88 0.44 
Celsius Holdings Inc99 2,784 2.12 0.15 2,685 2.64 0.20 
Food & Beverage Total99 2,784 2.12 0.15 2,685 2.64 0.20 
AVI Ltd.1,690 22,845 2.41 0.17 21,155 2.08 0.16 
Tiger Brands Ltd.536 11,052 4.05 0.28 10,516 3.23 0.24 
Food Producers Total2,226 33,897 6.46 0.44 31,671 5.32 0.40 
European - Currency0.01 0.00 0.01 0.00 
USA - Currency1.30 0.09 4.88 0.37 
For Currency Total1.31 0.09 4.88 0.37 
Foreign - Bonds115.49 7.96 99.32 7.48 
Foreign - Equities25.77 1.78 13.78 1.04 
Foreign Invest Total141.27 9.73 113.11 8.52 
Mondi plc10,915 2.22 0.15 10,915 2.58 0.19 
The Bidvest Group Ltd.621 22,950 5.45 0.38 22,329 4.71 0.35 
General Industrials Total621 33,865 7.67 0.53 33,244 7.29 0.55 
Robinsons Retail Holdings Inc-1,920 0.00 0.00 1,920 4.54 0.34 
Goods & Services Total-1,920 0.00 0.00 1,920 4.54 0.34 
Life Healthcare Group Holdings Ltd.87,196 0.99 0.07 87,196 1.01 0.08 
Health Care Providers Total87,196 0.99 0.07 87,196 1.01 0.08 
Sappi Ltd.92,706 180,599 4.43 0.31 87,893 2.03 0.15 
Industrial Materials Total92,706 180,599 4.43 0.31 87,893 2.03 0.15 
Anglo American plc13,289 9.10 0.63 13,289 8.57 0.65 
BHP Group Ltd.303 10,124 5.13 0.35 9,821 4.70 0.35 
Glencore plc3,853 53,512 4.88 0.34 49,659 3.97 0.30 
Kumba Iron Ore Ltd.3,677 1.29 0.09 3,677 1.20 0.09 
Industrial Metals and Mining Total4,156 80,602 20.41 1.41 76,446 18.44 1.39 
Remgro Ltd.32,787 5.95 0.41 32,787 5.54 0.42 
Investment Banking and Brokerage Services Total32,787 5.95 0.41 32,787 5.54 0.42 
Discovery Ltd.1,501 40,697 9.26 0.64 39,196 7.76 0.58 
Momentum Group Ltd.83,351 3.19 0.22 83,351 2.74 0.21 
Old Mutual Ltd.10,428 318,107 4.74 0.33 307,679 4.10 0.31 
Sanlam Ltd.112,667 11.10 0.76 112,667 9.35 0.70 
Life Insurance Total11,929 554,822 28.29 1.95 542,893 23.95 1.80 
eMedia Holdings Ltd.-13,757 0.00 0.00 13,757 0.02 0.00 
Media Total-13,757 0.00 0.00 13,757 0.02 0.00 
OUTsurance Group Ltd.1,979 55,973 4.01 0.28 53,994 3.86 0.29 
Non-life Insurance Total1,979 55,973 4.01 0.28 53,994 3.86 0.29 
Exxaro Resources Ltd.686 16,179 2.90 0.20 15,493 2.77 0.21 
Oil, Gas and Coal Total686 16,179 2.90 0.20 15,493 2.77 0.21 
Bid Corporation Ltd.533 23,041 9.72 0.67 22,508 9.72 0.73 
Clicks Group Ltd.606 16,025 5.39 0.37 15,419 5.46 0.41 
Shoprite Holdings Ltd.1,039 33,040 8.93 0.62 32,001 8.77 0.66 
The SPAR Group Ltd.11,741 1.12 0.08 11,741 1.14 0.09 
Personal Care, Drug and Grocery Stores Total2,178 83,847 25.16 1.73 81,669 25.09 1.89 
Compagnie Financière Richemont SA3,150 11.43 0.79 3,150 10.30 0.78 
Personal Goods Total3,150 11.43 0.79 3,150 10.30 0.78 
Aspen Pharmacare Holdings Ltd.24,563 2.87 0.20 24,563 2.36 0.18 
Pharmaceuticals and Biotechnology Total24,563 2.87 0.20 24,563 2.36 0.18 
AngloGold Ashanti plc236 15,309 21.94 1.51 15,073 17.93 1.35 
Gold Fields Ltd.1,286 62,357 45.25 3.12 61,071 43.80 3.30 
Harmony Gold Mining Company Ltd.947 38,490 12.97 0.89 37,543 11.53 0.87 
Impala Platinum Holdings Ltd.62,310 16.33 1.12 62,310 13.56 1.02 
Northam Platinum Holdings Ltd.23,254 7.84 0.54 23,254 6.49 0.49 
Sibanye Stillwater Ltd.3,617 196,089 11.86 0.82 192,472 9.47 0.71 
Valterra Platinum Ltd.1,960 18,056 25.45 1.75 16,096 19.44 1.46 
Precious Metals and Mining Total8,046 415,865 141.65 9.76 407,819 122.22 9.21 
Fortress Real Estate Investments Ltd.126,946 3.03 0.21 126,946 2.89 0.22 
Lighthouse Properties plc299,028 2.53 0.17 299,028 2.35 0.18 
NEPI Rockcastle NV860 60,380 8.81 0.61 59,520 8.21 0.62 
Real Estate Investment and Services Total860 486,354 14.37 0.99 485,494 13.46 1.01 
Attacq Ltd.126,137 2.06 0.14 126,137 1.73 0.13 
Burstone Group Ltd.332,785 3.04 0.21 332,785 2.70 0.20 
Emira Property Fund Ltd.254,764 3.46 0.24 254,764 3.09 0.23 
Equites Property Fund Ltd.206,444 3.79 0.26 206,444 3.29 0.25 
Fairvest Ltd.1,254,288 9.01 0.62 1,254,288 6.94 0.52 
Growthpoint Properties Ltd.516,756 8.87 0.61 516,756 7.63 0.57 
Hammerson plc35,477 2.59 0.18 35,477 2.43 0.18 
Hyprop Investments Ltd.125,527 7.16 0.49 125,527 5.83 0.44 
Primary Health Properties plc66,264 1.44 0.10 66,264 1.41 0.11 
Redefine Properties Ltd.943,365 5.66 0.39 943,365 4.68 0.35 
Resilient REIT Ltd.46,316 3.71 0.26 46,316 2.95 0.22 
SA Corporate Real Estate Ltd.884,230 3.18 0.22 884,230 2.74 0.21 
Shaftesbury Capital plc84,857 2.74 0.19 84,857 2.82 0.21 
Sirius Real Estate Ltd.110,418 2.46 0.17 110,418 2.49 0.19 
Stor-Age Property REIT Ltd.205,229 3.68 0.25 205,229 3.16 0.24 
Vukile Property Fund Ltd.129,189 3.23 0.22 129,189 2.69 0.20 
Real Estate Investment Trusts Total5,322,046 66.07 4.55 5,322,046 56.59 4.26 
Shopify920 2.49 0.17 920 2.37 0.18 
Retail Total920 2.49 0.17 920 2.37 0.18 
Mr Price Group Ltd.743 17,105 2.99 0.21 16,362 3.34 0.25 
Pepkor Holdings Ltd.7,677 246,114 6.51 0.45 238,437 5.84 0.44 
The Foschini Group Ltd.1,109 21,513 1.83 0.13 20,404 2.21 0.17 
Woolworths Holdings Ltd.5,244 64,078 3.59 0.25 58,834 2.95 0.22 
Retailers Total14,773 348,810 14.93 1.03 334,037 14.34 1.08 
Naspers Ltd.23,948 29,935 33.06 2.28 5,987 37.73 2.84 
Prosus NV8,226 8.42 0.58 8,226 10.07 0.76 
Software and Computer Services Total23,948 38,161 41.48 2.86 14,213 47.80 3.60 
Cadence Design Systems Incorporated89 436 2.28 0.16 347 2.09 0.16 
Cloudflare Inc-80 662 2.19 0.15 742 2.80 0.21 
Elastic NV-1,007 0.00 0.00 1,007 1.51 0.11 
Interdigital Inc Pa443 2.38 0.16 443 2.67 0.20 
Nvidia Corporation-1,140 8,817 27.35 1.88 9,957 31.29 2.36 
ServiceNow Inc717 825 2.10 0.15 108 1.76 0.13 
The Trade Desk Inc1,952 3,437 2.17 0.15 1,485 1.27 0.10 
Technology Total531 14,620 38.46 2.65 14,089 43.40 3.27 
MTN Group Ltd.127,832 21.67 1.49 127,832 17.93 1.35 
MultiChoice Group Ltd.-15,751 0.00 0.00 15,751 1.97 0.15 
Vodacom Group Ltd.1,336 40,725 5.75 0.40 39,389 5.23 0.39 
Telecommunications Service Providers Total-14,415 168,557 27.42 1.89 182,972 25.13 1.89 
British American Tobacco plc13,057 12.47 0.86 13,057 11.89 0.90 
Tobacco Total13,057 12.47 0.86 13,057 11.89 0.90 
Portfolio Total49,090,655 293,338,460 1,451.70 100.00 244,247,805 1,327.38 100.00