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Select Manager BCI Equity Fund  |  South African-Equity-General
3.2836    +0.0182    (+0.557%)
NAV price (ZAR) Fri 12 Sep 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Capitec Bank Holdings Ltd.4,131 14.69 1.72 4,131 12.73 1.55 
FirstRand Ltd.10,491 323,448 24.65 2.89 312,957 22.51 2.73 
Nedbank Group Ltd.-9,118 27,743 6.77 0.79 36,861 9.44 1.15 
Standard Bank Group Ltd.3,462 101,498 23.11 2.71 98,036 23.55 2.86 
Banks Total4,835 456,820 69.23 8.11 451,985 68.23 8.28 
Anheuser-Busch InBev SA/NV-168 7,502 9.14 1.07 7,670 8.66 1.05 
Beverages Total-168 7,502 9.14 1.07 7,670 8.66 1.05 
Cash on call12.79 1.50 14.73 1.79 
Margin Account0.69 0.08 0.48 0.06 
Cash on call Total13.48 1.58 15.21 1.85 
AECI Ltd.80,378 8.53 1.00 80,378 7.84 0.95 
Sasol Ltd.19,469 1.56 0.18 19,469 1.49 0.18 
Chemicals Total99,847 10.10 1.18 99,847 9.33 1.13 
Raubex Group Ltd.47,611 2.13 0.25 47,611 2.12 0.26 
Trellidor Holdings Ltd.1,345,160 1,345,160 2.58 0.30 0.00 0.00 
Construction and Materials Total1,345,160 1,392,771 4.71 0.55 47,611 2.12 0.26 
Curro Holdings Ltd.107,620 466,512 4.23 0.50 358,892 3.02 0.37 
Consumer Services Total107,620 466,512 4.23 0.50 358,892 3.02 0.37 
Nutun Ltd.1,582,616 2.22 0.26 1,582,616 3.32 0.40 
Finance and Credit Services Total1,582,616 2.22 0.26 1,582,616 3.32 0.40 
AVI Ltd.-35,449 10,559 1.00 0.12 46,008 4.11 0.50 
Oceana Group Ltd.69,130 3.64 0.43 69,130 4.02 0.49 
Rainbow Chicken Ltd.-231,370 0.00 0.00 231,370 0.81 0.10 
RCL Foods Ltd.229,949 2.52 0.30 229,949 2.21 0.27 
Tiger Brands Ltd.7,061 18,732 6.02 0.71 11,671 3.24 0.39 
Food Producers Total-259,758 328,370 13.17 1.54 588,128 14.38 1.75 
Equity0.00 0.00 2.71 0.33 
Select BCI Enhanced Core Equity - B59,999,603 86.01 10.08 59,999,603 82.77 10.05 
Select BCI Equity - E56,904,815 87.06 10.20 56,904,815 82.61 10.03 
Select BCI ESG Equity - B21,818,612 150.55 17.65 21,818,612 141.02 17.12 
General Equity Total138,723,030 323.62 37.93 138,723,030 309.12 37.54 
Bowler Metcalf Ltd.357,098 4.59 0.54 357,098 4.96 0.60 
The Bidvest Group Ltd.-4,519 26,202 6.16 0.72 30,721 7.23 0.88 
Transpaco Ltd.98,823 3.71 0.43 98,823 3.61 0.44 
General Industrials Total-4,519 482,123 14.45 1.69 486,642 15.80 1.92 
Netcare Ltd.7,800 468,894 6.55 0.77 461,094 6.06 0.74 
Health Care Providers Total7,800 468,894 6.55 0.77 461,094 6.06 0.74 
Anglo American plc-1,301 26,782 13.95 1.63 28,083 14.48 1.76 
BHP Group Ltd.25,658 10.92 1.28 25,658 11.22 1.36 
Glencore plc32,841 2.28 0.27 32,841 2.20 0.27 
South32 Ltd.0.00 0.00 0.00 0.00 
Industrial Metals and Mining Total-1,301 85,281 27.15 3.18 86,582 27.90 3.39 
Hudaco Industries Ltd.40,387 7.89 0.93 40,387 7.65 0.93 
Industrial Support Services Total40,387 7.89 0.93 40,387 7.65 0.93 
Super Group Ltd.12,580 309,457 4.94 0.58 296,877 8.40 1.02 
Industrial Transportation Total12,580 309,457 4.94 0.58 296,877 8.40 1.02 
Select BCI Enhanced Core Global Equity FoF - B-30,265,475 0.00 0.00 30,265,475 46.05 5.59 
International Total-30,265,475 0.00 0.00 30,265,475 46.05 5.59 
Ninety One Ltd.95,294 4.16 0.49 95,294 3.31 0.40 
Ninety One plc8,410 0.38 0.04 8,410 0.29 0.04 
Reinet Investments SCA114 22,935 13.19 1.55 22,821 10.23 1.24 
Remgro Ltd.1,450 58,380 9.19 1.08 56,930 8.86 1.08 
Investment Banking and Brokerage Services Total1,564 185,019 26.92 3.16 183,455 22.69 2.75 
Coronation Top 20 - P80,237 334,412 81.44 9.54 254,175 58.22 7.07 
Large Cap Total80,237 334,412 81.44 9.54 254,175 58.22 7.07 
Discovery Ltd.5,283 15,267 3.29 0.39 9,984 1.99 0.24 
Momentum Group Ltd.131,943 4.53 0.53 131,943 4.18 0.51 
Sanlam Ltd.-55,704 0.00 0.00 55,704 4.65 0.56 
Life Insurance Total-50,421 147,210 7.82 0.92 197,631 10.82 1.31 
Caxton and CTP Publishers and Printers Ltd.274,485 3.16 0.37 274,485 3.33 0.40 
Media Total274,485 3.16 0.37 274,485 3.33 0.40 
BCI Money Market - B3,619,463 8,855,115 8.90 1.04 5,235,652 5.27 0.64 
Money Market Total3,619,463 8,855,115 8.90 1.04 5,235,652 5.27 0.64 
OUTsurance Group Ltd.46,013 3.60 0.42 46,013 3.21 0.39 
Non-life Insurance Total46,013 3.60 0.42 46,013 3.21 0.39 
Exxaro Resources Ltd.-3,738 21,493 3.16 0.37 25,231 3.76 0.46 
Oil, Gas and Coal Total-3,738 21,493 3.16 0.37 25,231 3.76 0.46 
Bid Corporation Ltd.2,576 17,339 8.19 0.96 14,763 6.49 0.79 
Boxer Retail Ltd.-17,254 30,783 2.12 0.25 48,037 3.37 0.41 
Clicks Group Ltd.-2,893 14,025 5.22 0.61 16,918 5.71 0.69 
Shoprite Holdings Ltd.22,834 6.39 0.75 22,834 6.19 0.75 
The SPAR Group Ltd.8,906 55,669 6.00 0.70 46,763 5.57 0.68 
Personal Care, Drug and Grocery Stores Total-8,665 140,650 27.92 3.27 149,315 27.33 3.32 
Compagnie Financière Richemont SA-398 1,495 4.98 0.58 1,893 6.05 0.73 
Personal Goods Total-398 1,495 4.98 0.58 1,893 6.05 0.73 
AngloGold Ashanti plc1,532 18,130 14.46 1.69 16,598 11.58 1.41 
Gold Fields Ltd.2,550 34,838 14.49 1.70 32,288 13.45 1.63 
Impala Platinum Holdings Ltd.33,530 73,668 11.74 1.38 40,138 5.10 0.62 
Northam Platinum Holdings Ltd.20,695 37,448 7.25 0.85 16,753 2.24 0.27 
Valterra Platinum Ltd.3,156 5,188 4.11 0.48 2,032 1.53 0.19 
Precious Metals and Mining Total61,463 169,272 52.04 6.10 107,809 33.90 4.12 
Goldrush Holdings Ltd.303,465 2.43 0.28 303,465 1.67 0.20 
Preference Shares Total303,465 2.43 0.28 303,465 1.67 0.20 
Emira Property Fund Ltd.378,522 4.14 0.49 378,522 4.07 0.49 
Growthpoint Properties Ltd.282,018 3.74 0.44 282,018 3.65 0.44 
Stor-Age Property REIT Ltd.99,606 272,909 4.36 0.51 173,303 2.52 0.31 
Vukile Property Fund Ltd.186,914 3.67 0.43 186,914 3.24 0.39 
Real Estate Investment Trusts Total99,606 1,120,363 15.92 1.87 1,020,757 13.49 1.64 
Combined Motor Holdings Ltd.112,019 3.44 0.40 112,019 3.47 0.42 
Motus Holdings Ltd.12,695 1.20 0.14 12,695 1.10 0.13 
Mr Price Group Ltd.-4,742 23,845 5.29 0.62 28,587 6.33 0.77 
Truworths International Ltd.-30,717 51,596 3.68 0.43 82,313 5.99 0.73 
We Buy Cars Holdings Ltd.220,952 13.09 1.53 220,952 9.23 1.12 
Woolworths Holdings Ltd.-32,562 0.00 0.00 32,562 1.69 0.20 
Retailers Total-68,021 421,107 26.69 3.13 489,128 27.81 3.38 
Naspers Ltd.122 3,951 21.90 2.57 3,829 17.39 2.11 
Prosus NV687 7,015 6.95 0.81 6,328 5.33 0.65 
Software and Computer Services Total809 10,966 28.84 3.38 10,157 22.72 2.76 
MTN Group Ltd.43,345 43,345 6.12 0.72 0.00 0.00 
Telecommunications Service Providers Total43,345 43,345 6.12 0.72 0.00 0.00 
British American Tobacco plc1,014 28,805 24.62 2.89 27,791 21.24 2.58 
Tobacco Total1,014 28,805 24.62 2.89 27,791 21.24 2.58 
Famous Brands Ltd.3,197 39,702 2.47 0.29 36,505 2.10 0.25 
Southern Sun Ltd.43,103 827,998 7.29 0.85 784,895 6.55 0.80 
Spur Corporation Ltd.136,339 4.57 0.54 136,339 4.43 0.54 
Tsogo Sun Ltd.446,816 3.45 0.40 446,816 3.73 0.45 
Travel and Leisure Total46,300 1,450,855 17.78 2.08 1,404,555 16.82 2.04 
Portfolio Total-25,230,668 157,997,680 853.22 100.00 183,228,348 823.56 100.00