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Select Manager BCI Equity Fund  |  South African-Equity-General
3.6328    -0.0329    (-0.898%)
NAV price (ZAR) Wed 29 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Capitec Bank Holdings Ltd.1,779 6,058 24.75 2.72 4,279 17.78 1.73 
FirstRand Ltd.28,486 379,668 33.47 3.68 351,182 31.87 3.10 
Nedbank Group Ltd.3,186 38,406 10.25 1.13 35,220 9.38 0.91 
Standard Bank Group Ltd.2,991 110,154 33.21 3.65 107,163 31.12 3.03 
Banks Total36,442 534,286 101.67 11.18 497,844 90.15 8.77 
Anheuser-Busch InBev SA/NV7,502 8.84 0.97 7,502 8.03 0.78 
Beverages Total7,502 8.84 0.97 7,502 8.03 0.78 
Cash on call15.58 1.71 19.64 1.91 
Margin Account0.00 0.00 0.16 0.02 
Cash on call Total15.58 1.71 19.80 1.93 
AECI Ltd.84,728 9.89 1.09 84,728 7.57 0.74 
Sasol Ltd.19,469 4.37 0.48 19,469 2.07 0.20 
Chemicals Total104,197 14.27 1.57 104,197 9.64 0.94 
Raubex Group Ltd.47,611 2.31 0.25 47,611 2.12 0.21 
Trellidor Holdings Ltd.608,030 1,953,190 2.42 0.27 1,345,160 2.53 0.25 
Construction and Materials Total608,030 2,000,801 4.73 0.52 1,392,771 4.65 0.46 
Curro Holdings Ltd.-466,512 0.00 0.00 466,512 6.69 0.65 
Consumer Services Total-466,512 0.00 0.00 466,512 6.69 0.65 
Nutun Ltd.1,582,616 1.85 0.20 1,582,616 1.66 0.16 
Finance and Credit Services Total1,582,616 1.85 0.20 1,582,616 1.66 0.16 
Oceana Group Ltd.1,840 87,700 4.51 0.50 85,860 4.79 0.47 
Tiger Brands Ltd.14,798 4.45 0.49 14,798 5.42 0.53 
Food Producers Total1,840 102,498 8.97 0.99 100,658 10.20 0.99 
Equity0.00 0.00 0.00 0.00 
Select BCI Enhanced Core Equity - B-8,950,769 52,024,695 82.80 9.11 60,975,464 102.83 10.00 
Select BCI Equity - E-8,992,934 48,792,541 88.45 9.73 57,785,475 109.97 10.70 
Select BCI ESG Equity - B-3,428,417 18,808,937 154.17 16.96 22,237,354 193.88 18.86 
General Equity Total-21,372,120 119,626,173 325.43 35.79 140,998,293 406.68 39.57 
Bowler Metcalf Ltd.15,040 372,138 4.95 0.54 357,098 5.00 0.49 
Mondi plc12,116 35,706 6.90 0.76 23,590 4.80 0.47 
The Bidvest Group Ltd.16,896 3.85 0.42 16,896 4.01 0.39 
Transpaco Ltd.103,103 4.14 0.45 103,103 3.92 0.38 
General Industrials Total27,156 527,843 19.83 2.18 500,687 17.73 1.72 
Netcare Ltd.532,531 8.77 0.96 532,531 8.43 0.82 
Health Care Providers Total532,531 8.77 0.96 532,531 8.43 0.82 
Anglo American plc-540 26,006 18.63 2.05 26,546 18.19 1.77 
BHP Group Ltd.35,346 21.33 2.35 35,346 17.92 1.74 
Glencore plc53,866 6.87 0.76 53,866 4.91 0.48 
Industrial Metals and Mining Total-540 115,218 46.84 5.15 115,758 41.02 3.99 
Hudaco Industries Ltd.40,387 7.61 0.84 40,387 8.28 0.81 
Industrial Support Services Total40,387 7.61 0.84 40,387 8.28 0.81 
Super Group Ltd.8,060 345,057 5.83 0.64 336,997 6.37 0.62 
Industrial Transportation Total8,060 345,057 5.83 0.64 336,997 6.37 0.62 
Ninety One Ltd.55,774 2.83 0.31 55,774 2.67 0.26 
PSG Financial Services Ltd.35,534 35,534 0.94 0.10 0.00 0.00 
Reinet Investments SCA-953 21,559 11.79 1.30 22,512 13.06 1.27 
Remgro Ltd.50,618 9.51 1.05 50,618 9.19 0.89 
Investment Banking and Brokerage Services Total34,581 163,485 25.06 2.76 128,904 24.92 2.42 
Coronation Top 20 - A-326,842 0.00 0.00 326,842 86.96 8.46 
Coronation Top 20 Fund - Q3175,684 175,684 45.43 5.00 0.00 0.00 
Large Cap Total-151,158 175,684 45.43 5.00 326,842 86.96 8.46 
Discovery Ltd.34,320 8.47 0.93 34,320 7.81 0.76 
Momentum Group Ltd.147,870 5.31 0.58 147,870 5.65 0.55 
Life Insurance Total182,190 13.79 1.52 182,190 13.47 1.31 
Caxton and CTP Publishers and Printers Ltd.25,790 300,275 3.90 0.43 274,485 3.62 0.35 
eMedia Holdings Ltd.24,498 0.05 0.01 24,498 0.05 0.01 
Media Total25,790 324,773 3.96 0.44 298,983 3.67 0.36 
BCI Money Market - B351,534 3,538,809 3.56 0.39 3,187,275 3.20 0.31 
Money Market Total351,534 3,538,809 3.56 0.39 3,187,275 3.20 0.31 
OUTsurance Group Ltd.43,320 3.01 0.33 43,320 3.10 0.30 
Non-life Insurance Total43,320 3.01 0.33 43,320 3.10 0.30 
Exxaro Resources Ltd.21,493 4.79 0.53 21,493 3.85 0.37 
Oil, Gas and Coal Total21,493 4.79 0.53 21,493 3.85 0.37 
Bid Corporation Ltd.12,668 23,100 9.45 1.04 10,432 4.40 0.43 
Boxer Retail Ltd.46,862 3.53 0.39 46,862 3.34 0.33 
Clicks Group Ltd.10,364 3.00 0.33 10,364 3.49 0.34 
Shoprite Holdings Ltd.20,618 5.74 0.63 20,618 5.57 0.54 
The SPAR Group Ltd.-640 59,399 3.74 0.41 60,039 5.73 0.56 
Personal Care, Drug and Grocery Stores Total12,028 160,343 25.44 2.80 148,315 22.54 2.19 
Compagnie Financière Richemont SA-1,129 1,426 4.19 0.46 2,555 9.27 0.90 
Personal Goods Total-1,129 1,426 4.19 0.46 2,555 9.27 0.90 
AngloGold Ashanti plc-654 14,479 23.20 2.55 15,133 21.69 2.11 
Gold Fields Ltd.-1,786 34,212 25.55 2.81 35,998 26.12 2.54 
Impala Platinum Holdings Ltd.-2,119 60,928 14.36 1.58 63,047 16.52 1.61 
Northam Platinum Holdings Ltd.-3,465 28,742 9.73 1.07 32,207 10.86 1.06 
Valterra Platinum Ltd.2,442 9,540 13.16 1.45 7,098 10.01 0.97 
Precious Metals and Mining Total-5,582 147,901 86.00 9.46 153,483 85.19 8.29 
Goldrush Holdings Ltd.17,620 321,085 1.99 0.22 303,465 2.12 0.21 
Preference Shares Total17,620 321,085 1.99 0.22 303,465 2.12 0.21 
Emira Property Fund Ltd.250,013 3.37 0.37 250,013 3.40 0.33 
Growthpoint Properties Ltd.282,018 4.53 0.50 282,018 4.84 0.47 
Stor-Age Property REIT Ltd.279,649 4.64 0.51 279,649 5.01 0.49 
Vukile Property Fund Ltd.-29,250 128,900 2.84 0.31 158,150 3.95 0.38 
Real Estate Investment Trusts Total-29,250 940,580 15.39 1.69 969,830 17.20 1.67 
Combined Motor Holdings Ltd.112,019 3.86 0.43 112,019 4.13 0.40 
Pepkor Holdings Ltd.-27,928 173,374 3.89 0.43 201,302 5.32 0.52 
Truworths International Ltd.-19,924 11,956 0.62 0.07 31,880 1.81 0.18 
We Buy Cars Holdings Ltd.5,138 287,481 11.30 1.24 282,343 13.50 1.31 
Retailers Total-42,714 584,830 19.68 2.16 627,544 24.78 2.41 
Naspers Ltd.3,141 23,931 20.52 2.26 20,790 22.96 2.23 
Prosus NV8,106 6.19 0.68 8,106 8.30 0.81 
Software and Computer Services Total3,141 32,037 26.72 2.94 28,896 31.26 3.04 
MTN Group Ltd.86,456 16.69 1.84 86,456 14.65 1.43 
Telecommunications Service Providers Total86,456 16.69 1.84 86,456 14.65 1.43 
British American Tobacco plc-250 24,263 24.55 2.70 24,513 23.40 2.28 
Tobacco Total-250 24,263 24.55 2.70 24,513 23.40 2.28 
Famous Brands Ltd.39,702 2.00 0.22 39,702 2.12 0.21 
Southern Sun Ltd.827,998 8.43 0.93 827,998 8.48 0.82 
Spur Corporation Ltd.136,339 5.32 0.58 136,339 5.22 0.51 
Tsogo Sun Ltd.446,816 3.06 0.34 446,816 3.13 0.30 
Travel and Leisure Total1,450,855 18.81 2.07 1,450,855 18.95 1.84 
Portfolio Total-20,943,033 133,718,639 909.27 100.00 154,661,672 1,027.86 100.00