Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Perspective Balanced Prescient Fund  |  South African-Multi Asset-High Equity
1.6965    -0.0153    (-0.894%)
NAV price (ZAR) Thu 2 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
SA Bond R20939,980,000 34.82 6.44 39,980,000 31.78 6.51 
Bond Total39,980,000 34.82 6.44 39,980,000 31.78 6.51 
Cash on call43.24 8.00 48.35 9.90 
Cash on call Total43.24 8.00 48.35 9.90 
AECI Ltd.31,300 78,300 6.99 1.29 47,000 4.57 0.93 
Henkel KGAA5,430 7.34 1.36 5,430 7.58 1.55 
Chemicals Total31,300 83,730 14.34 2.65 52,430 12.14 2.48 
Vicat3,850 5.67 1.05 3,850 4.63 0.95 
Construction Total3,850 5.67 1.05 3,850 4.63 0.95 
Wilson Bayly Holmes - Ovcon Ltd.27,050 71,465 11.94 2.21 44,415 6.66 1.36 
Construction and Materials Total27,050 71,465 11.94 2.21 44,415 6.66 1.36 
Boston Beer Company580 1,907 6.23 1.15 1,327 4.94 1.01 
Brown-Forman Corporation5,000 21,580 9.47 1.75 16,580 7.81 1.60 
Hamamatsu Photonics K.K.7,200 30,800 5.40 1.00 23,600 4.47 0.91 
Cyclical Goods & Services Total12,780 54,287 21.10 3.90 41,507 17.22 3.52 
Exxon Mobil Corporation1,040 5,190 10.38 1.92 4,150 8.19 1.68 
Energy Total1,040 5,190 10.38 1.92 4,150 8.19 1.68 
CarMax Group3,900 2.54 0.47 3,900 3.05 0.62 
Hochtief1,891 12.39 2.29 1,891 8.62 1.76 
Nutrien Ltd6,550 6.82 1.26 6,550 6.58 1.35 
Equities Total12,341 21.74 4.02 12,341 18.25 3.73 
NewPlat54,500 17.34 3.21 54,500 14.11 2.89 
Exchange Traded Funds Total54,500 17.34 3.21 54,500 14.11 2.89 
Sprott Inc8,720 14.19 2.63 8,720 12.57 2.57 
Financial Services Total8,720 14.19 2.63 8,720 12.57 2.57 
Becle SAB de CV379,630 7.21 1.33 379,630 6.92 1.42 
Food & Beverage Total379,630 7.21 1.33 379,630 6.92 1.42 
Astral Foods Ltd.79,117 21.10 3.90 79,117 16.33 3.34 
Rainbow Chicken Ltd.1,106,544 5.53 1.02 1,106,544 4.55 0.93 
RCL Foods Ltd.73,300 554,929 5.60 1.04 481,629 4.64 0.95 
Tiger Brands Ltd.42,000 15.38 2.85 42,000 12.92 2.64 
Food Producers Total73,300 1,782,590 47.62 8.81 1,709,290 38.43 7.87 
European - Currency0.05 0.01 0.02 0.00 
Foreign - Money Market9.26 1.71 9.56 1.96 
Japan - Currency0.00 0.00 0.00 0.00 
Switzerland - Currency0.00 0.00 0.00 0.00 
USA - Currency4.29 0.79 9.27 1.90 
For Currency Total13.60 2.52 18.85 3.86 
Foreign - Equities12.65 2.34 7.81 1.60 
Foreign Invest Total12.65 2.34 7.81 1.60 
The Bidvest Group Ltd.11,400 51,580 12.25 2.27 40,180 8.48 1.74 
General Industrials Total11,400 51,580 12.25 2.27 40,180 8.48 1.74 
Estee Lauder Companies Inc6,875 12.03 2.23 6,875 10.59 2.17 
Miquel y Costas and Miquel SA18,408 5.15 0.95 18,408 5.38 1.10 
Philip Morris International4,142 11.18 2.07 4,142 11.67 2.39 
Rubis SCA8,880 5.55 1.03 8,880 5.71 1.17 
Goods & Services Total38,305 33.91 6.28 38,305 33.34 6.83 
Haw Par Corporation Limited35,900 7.24 1.34 35,900 6.83 1.40 
Healthcare Total35,900 7.24 1.34 35,900 6.83 1.40 
Afrimat Ltd.30,000 204,373 8.41 1.56 174,373 6.66 1.36 
Kumba Iron Ore Ltd.4,790 23,973 8.42 1.56 19,183 6.26 1.28 
Industrial Metals and Mining Total34,790 228,346 16.83 3.11 193,556 12.91 2.64 
Bell Equipment Ltd.208,719 8.77 1.62 208,719 9.08 1.86 
Industrial Transportation Total208,719 8.77 1.62 208,719 9.08 1.86 
Mapfre SA67,600 5.62 1.04 67,600 5.52 1.13 
Insurance Total67,600 5.62 1.04 67,600 5.52 1.13 
JSE Ltd.44,225 6.34 1.17 44,225 5.65 1.16 
Ninety One Ltd.179,880 8.60 1.59 179,880 8.18 1.68 
Remgro Ltd.111,878 20.32 3.76 111,878 18.90 3.87 
Investment Banking and Brokerage Services Total335,983 35.26 6.53 335,983 32.73 6.70 
Walt Disney Company4,554 8.69 1.61 4,554 9.03 1.85 
eMedia Holdings Ltd.-46,948 0.00 0.00 46,948 0.08 0.02 
Media Total-46,948 4,554 8.69 1.61 51,502 9.12 1.87 
Coronation Money Market - P246 13,864 0.01 0.00 13,618 0.01 0.00 
Money Market Total246 13,864 0.01 0.00 13,618 0.01 0.00 
Pick n Pay Stores Ltd.577,340 14.38 2.66 577,340 14.45 2.96 
The SPAR Group Ltd.23,900 142,950 13.65 2.53 119,050 11.51 2.36 
Personal Care, Drug and Grocery Stores Total23,900 720,290 28.03 5.19 696,390 25.97 5.32 
Adcock Ingram Holdings Ltd.-139,270 0.00 0.00 139,270 10.03 2.05 
Pharmaceuticals and Biotechnology Total-139,270 0.00 0.00 139,270 10.03 2.05 
Valterra Platinum Ltd.6,357 8.96 1.66 6,357 7.68 1.57 
Precious Metals and Mining Total6,357 8.96 1.66 6,357 7.68 1.57 
Growthpoint Properties Ltd.586,000 1,603,395 27.51 5.09 1,017,395 15.03 3.08 
Real Estate Investment Trusts Total586,000 1,603,395 27.51 5.09 1,017,395 15.03 3.08 
Diageo8,150 17,140 6.12 1.13 8,990 3.68 0.75 
Swatch Group AG3,441 12.08 2.24 3,441 11.24 2.30 
Retail Total8,150 20,581 18.20 3.37 12,431 14.92 3.05 
Combined Motor Holdings Ltd.214,740 7.92 1.47 214,740 7.09 1.45 
Italtile Ltd.238,000 1,135,700 10.28 1.90 897,700 8.53 1.75 
Pepkor Holdings Ltd.481,065 12.72 2.35 481,065 11.79 2.41 
We Buy Cars Holdings Ltd.218,205 10.44 1.93 218,205 12.11 2.48 
Retailers Total238,000 2,049,710 41.36 7.65 1,811,710 39.51 8.09 
British American Tobacco plc12,450 11.89 2.20 12,450 11.34 2.32 
Tobacco Total12,450 11.89 2.20 12,450 11.34 2.32 
Portfolio Total861,738 47,833,937 540.38 100.00 46,972,199 488.41 100.00