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Obsidian SCI Balanced Fund  |  South African-Multi Asset-High Equity
23.3102    +0.3334    (+1.451%)
NAV price (ZAR) Mon 15 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-127,177 102,920 24.82 2.37 230,097 55.08 5.28 
Capitec Bank Holdings Ltd.-721 3,228 13.31 1.27 3,949 16.41 1.57 
FirstRand Ltd.-190,842 0.00 0.00 190,842 17.32 1.66 
Investec plc82,508 146,477 18.94 1.81 63,969 7.82 0.75 
Nedbank Group Ltd.-78,757 0.00 0.00 78,757 20.97 2.01 
Standard Bank Group Ltd.-58,369 112,716 34.32 3.28 171,085 49.68 4.76 
Banco Bradesco SA128,158 317,475 19.84 1.89 189,317 10.45 1.00 
Itau Unibanco Banco Multiplo S.A.-914 0.00 0.00 914 0.59 0.06 
Banks Total-246,114 682,816 111.22 10.62 928,930 178.31 17.09 
Alcoa Incorporated-320 2,638 3.00 0.29 2,958 2.60 0.25 
BHP Group PLC-263 0.00 0.00 263 0.13 0.01 
Freeport-McMoran C&G-3,529 692 2.01 0.19 4,221 3.55 0.34 
Glencore Plc-297 14,933 3.88 0.37 15,230 2.76 0.26 
Rheinmetal Berlin18,232 18,413 2.77 0.26 181 5.50 0.53 
YELLOW CAKE PLC-581 29,225 3.94 0.38 29,806 3.93 0.38 
Basic Resources Total13,242 65,901 15.59 1.49 52,659 18.48 1.77 
SA Bond R2032453,874 0.44 0.04 453,874 0.48 0.05 
Bond Total453,874 0.44 0.04 453,874 0.48 0.05 
iShares USD Treasury (7-10)-7,203 362,189 19.99 1.91 369,392 19.94 1.91 
Bonds Total-7,203 362,189 19.99 1.91 369,392 19.94 1.91 
Cash on call165.04 15.76 33.42 3.20 
Margin Account10.64 1.02 0.87 0.08 
Cash on call Total175.68 16.78 34.29 3.29 
Sasol Ltd.-22,723 64,750 14.59 1.39 87,473 9.29 0.89 
Chemicals Total-22,723 64,750 14.59 1.39 87,473 9.29 0.89 
Raubex Group Ltd.-767 38,581 1.88 0.18 39,348 1.75 0.17 
Wilson Bayly Holmes - Ovcon Ltd.-36,359 0.00 0.00 36,359 6.08 0.58 
Construction and Materials Total-37,126 38,581 1.88 0.18 75,707 7.83 0.75 
Advtech Ltd.-3,135 157,619 6.65 0.64 160,754 5.98 0.57 
Zeda Ltd.-5,067 254,763 3.39 0.32 259,830 3.66 0.35 
Consumer Services Total-8,202 412,382 10.04 0.96 420,584 9.65 0.92 
Alphabet Inc C-5,234 0.00 0.00 5,234 27.15 2.60 
Constellation Brands Class A-118 1,085 2.79 0.27 1,203 2.75 0.26 
Tencent Holdings Ltd-80 4,000 4.33 0.41 4,080 5.18 0.50 
Cyclical Goods & Services Total-5,432 5,085 7.11 0.68 10,517 35.07 3.36 
Equity Derivative-41.54 -3.97 -15.12 -1.45 
Derivatives Total-41.54 -3.97 -15.12 -1.45 
ChevronTexaco Corp566 566 2.00 0.19 0.00 0.00 
Gazprom OAO-11,311 0.00 0.00 11,311 0.00 0.00 
Lukoil Holdings7,726 0.00 0.00 7,726 0.00 0.00 
Shell Transport & Trading (Royal Dutch/Shell Group)13,248 17,036 20.94 2.00 3,788 4.61 0.44 
Energy Total2,503 25,328 22.95 2.19 22,825 4.61 0.44 
iShares MSCI Brazil Index Fund-67 3,360 2.21 0.21 3,427 1.80 0.17 
iShares MSCI China ETF-227 11,415 7.77 0.74 11,642 7.79 0.75 
LVMH Moet Hennessy-8 387 3.53 0.34 395 4.96 0.48 
Equities Total-302 15,162 13.51 1.29 15,464 14.56 1.40 
NewPall0.00 0.00 0.00 0.00 
NewPlat-4,795 14,878 4.67 0.45 19,673 6.26 0.60 
NewGold-14,526 39,023 28.32 2.70 53,549 35.60 3.41 
Exchange Traded Funds Total-19,321 53,906 32.99 3.15 73,227 41.86 4.01 
Optasia Ltd.-4,657 234,183 4.59 0.44 238,840 4.89 0.47 
Finance and Credit Services Total-4,657 234,183 4.59 0.44 238,840 4.89 0.47 
Grupo Financiero Banamex Accival SA de CV-356 17,877 16.97 1.62 18,233 14.02 1.34 
Mitsubishi UFJ Financial Group Inc-536 26,929 7.82 0.75 27,465 7.22 0.69 
Financial Services Total-892 44,806 24.79 2.37 45,698 21.24 2.04 
Astral Foods Ltd.-24,864 0.00 0.00 24,864 6.63 0.64 
Food Producers Total-24,864 0.00 0.00 24,864 6.63 0.64 
Australia - Currency0.22 0.02 0.19 0.02 
Brazil - Currency3.08 0.29 0.02 0.00 
European - Currency4.67 0.45 1.84 0.18 
Hong Kong - Currency0.02 0.00 0.02 0.00 
Japan - Currency5.06 0.48 4.97 0.48 
Mexican Peso4.81 0.46 4.64 0.45 
Norway - Cash0.03 0.00 0.02 0.00 
United Kingdom - Currency0.55 0.05 0.31 0.03 
USA - Currency8.85 0.85 5.87 0.56 
For Currency Total27.28 2.61 17.89 1.72 
Foreign - Bonds163.22 15.59 156.86 15.03 
Foreign - Equities0.63 0.06 0.00 0.00 
Foreign - Unit Trusts0.00 0.00 4.99 0.48 
Foreign Invest Total163.86 15.65 161.84 15.51 
Sirius Real Estate Ltd-3,457 173,815 3.63 0.35 177,272 3.80 0.36 
Foreign Property Total-3,457 173,815 3.63 0.35 177,272 3.80 0.36 
MMC (Mining and Metallurgical Company NORILSK NICKEL)-3,413 0.00 0.00 3,413 0.00 0.00 
Goods & Services Total-3,413 0.00 0.00 3,413 0.00 0.00 
Netcare Ltd.-13,395 673,505 11.13 1.06 686,900 10.87 1.04 
Health Care Providers Total-13,395 673,505 11.13 1.06 686,900 10.87 1.04 
Anglo American plc-27,190 20,722 14.92 1.43 47,912 32.82 3.15 
BHP Group Ltd.54 10,766 6.52 0.62 10,712 5.43 0.52 
Glencore plc205,876 248,012 31.74 3.03 42,136 3.84 0.37 
Industrial Metals and Mining Total178,740 279,500 53.18 5.08 100,760 42.10 4.03 
Alexander Forbes Group Holdings Ltd.60,365 60,365 0.40 0.04 0.00 0.00 
Coronation Fund Managers Ltd.-133,674 334,676 14.78 1.41 468,350 21.90 2.10 
JSE Ltd.-8,985 66,550 10.63 1.02 75,535 10.83 1.04 
Ninety One plc-99,850 77,919 4.01 0.38 177,769 8.58 0.82 
PSG Financial Services Ltd.-43,865 694,740 18.54 1.77 738,605 20.13 1.93 
Reinet Investments SCA-7,679 0.00 0.00 7,679 4.45 0.43 
Investment Banking and Brokerage Services Total-233,688 1,234,250 48.36 4.62 1,467,938 65.90 6.32 
Clientèle Ltd.-42,850 79,114 1.31 0.13 121,964 1.71 0.16 
Discovery Ltd.-30,368 39,346 9.77 0.93 69,714 15.87 1.52 
Old Mutual Ltd.-1,254,562 0.00 0.00 1,254,562 18.69 1.79 
Life Insurance Total-1,327,780 118,460 11.08 1.06 1,446,240 36.26 3.48 
Canal Plus80,532 80,532 3.63 0.35 0.00 0.00 
Media Total80,532 80,532 3.63 0.35 0.00 0.00 
iShares China Large Cap UCITS ETF-206 2,685 4.66 0.45 2,891 5.30 0.51 
iShares Core MSCI EM IMI UCITS ETF-3,640 6,236 4.83 0.46 9,876 7.38 0.71 
iShares Core MSCI Japan IMI UCITS ETF26,918 26,918 32.63 3.12 0.00 0.00 
Offshore Intern Total23,072 35,839 42.12 4.02 12,767 12.68 1.22 
BP Plc2,550 2,550 2.05 0.20 0.00 0.00 
TotalEnergies SE1,301 1,301 2.03 0.19 0.00 0.00 
Oil and Gas Total3,851 3,851 4.08 0.39 0.00 0.00 
Pick n Pay Stores Ltd.135,777 135,777 2.59 0.25 0.00 0.00 
Shoprite Holdings Ltd.37,885 37,885 10.45 1.00 0.00 0.00 
Personal Care, Drug and Grocery Stores Total173,662 173,662 13.04 1.25 0.00 0.00 
Northam Platinum Holdings Ltd.-37,062 46,624 15.86 1.51 83,686 28.21 2.70 
Pan African Resources plc-908,261 361,047 11.37 1.09 1,269,308 34.18 3.28 
Valterra Platinum Ltd.-13,901 16,427 23.01 2.20 30,328 42.75 4.10 
Precious Metals and Mining Total-959,224 424,098 50.24 4.80 1,383,322 105.14 10.08 
Emira Property Fund Ltd.-2,319 116,626 1.57 0.15 118,945 1.62 0.15 
Fairvest Ltd.-5,465 274,778 1.75 0.17 280,243 2.01 0.19 
Real Estate Investment Trusts Total-7,784 391,404 3.33 0.32 399,188 3.63 0.35 
Combined Motor Holdings Ltd.-3,174 283,887 9.99 0.95 287,061 10.59 1.02 
Lewis Group Ltd.-50,190 232,171 18.34 1.75 282,361 25.40 2.43 
Motus Holdings Ltd.-31,443 87,331 10.13 0.97 118,774 14.48 1.39 
Mr Price Group Ltd.33,956 38,369 5.88 0.56 4,413 0.77 0.07 
Woolworths Holdings Ltd.-3,440 172,954 8.77 0.84 176,394 9.88 0.95 
Retailers Total-54,291 814,712 53.12 5.07 869,003 61.12 5.86 
Altron Ltd.87,931 256,826 5.11 0.49 168,895 3.36 0.32 
Datatec Ltd.66,495 66,495 4.66 0.44 0.00 0.00 
Karooooo Ltd.-522 5,736 4.89 0.47 6,258 4.72 0.45 
Naspers Ltd.-3,290 33,461 28.84 2.75 36,751 40.59 3.89 
Prosus NV-195 9,790 7.53 0.72 9,985 10.22 0.98 
Software and Computer Services Total150,419 372,308 51.02 4.87 221,889 58.89 5.64 
Amazon.Com-860 2,365 8.43 0.81 3,225 12.33 1.18 
Dell Technologies Inc-55 2,749 7.72 0.74 2,804 5.85 0.56 
Meta Platforms Inc-7 370 3.62 0.35 377 4.12 0.40 
Microsoft Corporation2,361 2,361 14.96 1.43 0.00 0.00 
Nvidia Corporation1,481 5,268 15.73 1.50 3,787 11.70 1.12 
Taiwan Semiconductor Manufacturing Co Ltd-478 1,006 5.82 0.56 1,484 7.47 0.72 
Technology Total2,442 14,119 56.28 5.38 11,677 41.48 3.98 
MTN Group Ltd.38,827 67,520 13.20 1.26 28,693 4.86 0.47 
Telkom SA SOC Ltd.-29,328 233,705 13.74 1.31 263,033 15.52 1.49 
Telecommunications Service Providers Total9,499 301,225 26.94 2.57 291,726 20.39 1.95 
Sun International Ltd.-12,895 228,460 10.82 1.03 241,355 9.33 0.89 
Travel and Leisure Total-12,895 228,460 10.82 1.03 241,355 9.33 0.89 
Portfolio Total-2,354,801 7,778,703 1,047.00 100.00 10,133,504 1,043.33 100.00