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PrivateClient BCI Low Equity Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
1.4906    -0.0071    (-0.474%)
NAV price (ZAR) Wed 29 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-319 4,676 1.12 0.30 4,995 0.90 0.28 
Capitec Bank Holdings Ltd.-8 356 1.48 0.39 364 1.26 0.39 
FirstRand Ltd.-666 25,676 2.33 0.62 26,342 2.05 0.64 
Investec plc300 4,080 0.50 0.13 3,780 0.49 0.15 
Nedbank Group Ltd.-228 2,853 0.76 0.20 3,081 0.66 0.21 
Standard Bank Group Ltd.-25 6,777 1.97 0.52 6,802 1.61 0.50 
Banks Total-946 44,418 8.15 2.17 45,364 6.97 2.17 
SA Bond ABH001700,000 0.70 0.19 700,000 0.70 0.22 
SA Bond ABH003500,000 0.50 0.13 500,000 0.50 0.16 
SA Bond ABJ06400,000 0.41 0.11 400,000 0.41 0.13 
SA Bond BAYB301,500,000 1.50 0.40 1,500,000 1.50 0.47 
SA Bond BNDS0.37 0.10 0.37 0.12 
SA Bond ES33500,000 0.48 0.13 500,000 0.44 0.14 
SA Bond ES423,370,000 3.18 0.85 3,370,000 3.00 0.93 
SA Bond IDCS04500,000 0.59 0.16 500,000 0.55 0.17 
SA Bond R2032-1,300,000 1,700,000 1.78 0.47 3,000,000 2.96 0.92 
SA Bond R20353,800,000 4.08 1.09 3,800,000 3.76 1.17 
SA Bond R20376,400,000 6.59 1.76 6,400,000 5.99 1.86 
SA Bond R20382,850,000 2,850,000 3.39 0.90 0.00 0.00 
SA Bond R20391,400,000 1,400,000 1.54 0.41 0.00 0.00 
SA Bond R20403,500,000 3.65 0.97 3,500,000 3.26 1.01 
SA Bond R20441,800,000 7,410,000 7.40 1.97 5,610,000 4.97 1.55 
SA Bond R20487,200,000 7.16 1.91 7,200,000 6.29 1.96 
SA Bond R2053-200,000 600,000 0.78 0.21 800,000 0.91 0.28 
SA Bond R2132,400,000 2.40 0.64 2,400,000 2.29 0.71 
SA Bond RW31250,000 0.27 0.07 250,000 0.27 0.08 
SA Bond RWL28250,000 0.26 0.07 250,000 0.26 0.08 
SA Bond TN271,500,000 1.55 0.41 1,500,000 1.57 0.49 
SA Bond TN40700,000 0.72 0.19 700,000 0.68 0.21 
Bond Total4,550,000 47,430,000 49.32 13.15 42,880,000 40.70 12.67 
Prescient Flexible Bond - B19,651,106 14,862,429 18.05 4.81 5,211,323 6.18 1.92 
Bond Fund Total9,651,106 14,862,429 18.05 4.81 5,211,323 6.18 1.92 
Cash on call8.07 2.15 7.25 2.25 
Cash on call Total8.07 2.15 7.25 2.25 
Sasol Ltd.-878 3,241 0.34 0.09 4,119 0.44 0.14 
Chemicals Total-878 3,241 0.34 0.09 4,119 0.44 0.14 
Bond Derivative0.00 0.00 3.09 0.96 
Derivatives Total0.00 0.00 3.09 0.96 
Satrix MSCI China Feeder ETF161,786 161,786 8.21 2.19 0.00 0.00 
Exchange Traded Funds Total161,786 161,786 8.21 2.19 0.00 0.00 
USA - Currency0.00 0.00 0.00 0.00 
For Currency Total0.00 0.00 0.00 0.00 
Foreign - Unit Trusts0.00 0.00 15.45 4.81 
Foreign Invest Total0.00 0.00 15.45 4.81 
Ninety One SA Equity - G-559,527 4,179,037 8.22 2.19 4,738,564 8.60 2.67 
General Total-559,527 4,179,037 8.22 2.19 4,738,564 8.60 2.67 
36ONE BCI SA Equity - H747,086 3,652,150 12.34 3.29 2,905,064 8.81 2.74 
M&G SA Equity Fund - F-559,418 0.00 0.00 559,418 7.37 2.29 
Prescient Core Capped Equity - A23,904,534 3,904,534 8.60 2.29 0.00 0.00 
PSG Equity - D148,739 525,775 12.19 3.25 377,036 8.04 2.50 
Sesfikile BCI Property - B2-66,005 378,638 8.00 2.13 444,643 8.05 2.51 
General Equity Total4,174,936 8,461,097 41.14 10.96 4,286,161 32.27 10.04 
The Bidvest Group Ltd.-254 1,951 0.46 0.12 2,205 0.47 0.14 
General Industrials Total-254 1,951 0.46 0.12 2,205 0.47 0.14 
Ninety One Diversified Income - A2,577,592 24,035,894 30.76 8.20 21,458,302 26.69 8.30 
PortfolioMetrix BCI Dynamic Income - B111,528 40,394,843 48.21 12.85 40,283,315 45.82 14.25 
Prescient Income Provider - B63,483,759 20,774,834 30.93 8.24 17,291,075 25.56 7.95 
Visio BCI Unconstrained Fixed Interest - C-42,484 18,853,799 23.32 6.22 18,896,283 22.78 7.09 
Income Total6,130,395 104,059,370 133.22 35.51 97,928,975 120.85 37.60 
Anglo American plc-1,179 743 0.51 0.14 1,922 0.55 0.17 
BHP Group Ltd.-11,411 656 0.33 0.09 12,067 0.36 0.11 
Industrial Metals and Mining Total-12,590 1,399 0.84 0.22 13,989 0.91 0.28 
Coronation Global Emerging Markets Flexible (ZAR) - P-697,279 2,473,061 9.60 2.56 3,170,340 13.06 4.06 
Glacier Global Stock Feeder - B246,733 393,651 12.66 3.37 346,918 11.05 3.44 
Nedgroup Investments Global Equity Feeder - B2-494,720 101,174 1.77 0.47 595,894 10.59 3.29 
Ninety One Global Francise Feeder - A32,456 560,749 11.03 2.94 528,293 10.32 3.21 
Ninety One Gbl Managed Inc Feeder - A1,043,560 2,777,252 6.67 1.78 1,733,692 4.28 1.33 
Sanlam Schroder Global Core Equity Feeder - C1,650,912 1,650,912 5.72 1.52 0.00 0.00 
Southern Right Capital BCI GQG EM Equity Feeder - C673,355 0.93 0.25 673,355 0.93 0.29 
International Total1,581,662 8,630,154 48.37 12.89 7,048,492 50.24 15.63 
Reinet Investments SCA-126 541 0.31 0.08 667 0.34 0.10 
Remgro Ltd.909 0.17 0.04 909 0.15 0.05 
Investment Banking and Brokerage Services Total-126 1,450 0.48 0.13 1,576 0.49 0.15 
Coronation Top 20 - P8,796 42,769 11.42 3.04 33,973 8.68 2.70 
Large Cap Total8,796 42,769 11.42 3.04 33,973 8.68 2.70 
Discovery Ltd.-207 1,789 0.41 0.11 1,996 0.39 0.12 
Old Mutual Ltd.4,469 26,879 0.40 0.11 22,410 0.30 0.09 
Sanlam Ltd.-127 9,875 0.97 0.26 10,002 0.83 0.26 
Life Insurance Total4,135 38,543 1.78 0.47 34,408 1.52 0.47 
eMedia Holdings Ltd.-381 0.00 0.00 381 0.00 0.00 
Media Total-381 0.00 0.00 381 0.00 0.00 
BCI Money Market - B46,391 133,221 0.13 0.04 86,830 0.09 0.03 
Money Market Total46,391 133,221 0.13 0.04 86,830 0.09 0.03 
OUTsurance Group Ltd.3,178 0.23 0.06 3,178 0.23 0.07 
Non-life Insurance Total3,178 0.23 0.06 3,178 0.23 0.07 
Schroder International Selection Fund Global Gold2,494 2,494 18.09 4.82 0.00 0.00 
Offshore Intern Total2,494 2,494 18.09 4.82 0.00 0.00 
Bid Corporation Ltd.-84 1,105 0.47 0.12 1,189 0.51 0.16 
Clicks Group Ltd.32 1,006 0.34 0.09 974 0.34 0.11 
Shoprite Holdings Ltd.37 1,791 0.48 0.13 1,754 0.48 0.15 
Personal Care, Drug and Grocery Stores Total-15 3,902 1.29 0.34 3,917 1.34 0.42 
Compagnie Financière Richemont SA127 0.46 0.12 127 0.42 0.13 
Personal Goods Total127 0.46 0.12 127 0.42 0.13 
AngloGold Ashanti plc26 1,771 2.54 0.68 1,745 2.08 0.65 
Gold Fields Ltd.269 4,348 3.16 0.84 4,079 2.93 0.91 
Harmony Gold Mining Company Ltd.51 3,478 1.17 0.31 3,427 1.05 0.33 
Impala Platinum Holdings Ltd.1,333 3,776 0.99 0.26 2,443 0.53 0.17 
Northam Platinum Holdings Ltd.-350 1,702 0.57 0.15 2,052 0.57 0.18 
Sibanye Stillwater Ltd.5,899 17,633 1.07 0.28 11,734 0.58 0.18 
Valterra Platinum Ltd.157 809 1.14 0.30 652 0.79 0.25 
Precious Metals and Mining Total7,385 33,517 10.64 2.83 26,132 8.52 2.65 
NEPI Rockcastle NV-294 1,232 0.18 0.05 1,526 0.21 0.07 
Real Estate Investment and Services Total-294 1,232 0.18 0.05 1,526 0.21 0.07 
Mr Price Group Ltd.1,157 2,718 0.48 0.13 1,561 0.32 0.10 
Pepkor Holdings Ltd.309 6,911 0.18 0.05 6,602 0.16 0.05 
Woolworths Holdings Ltd.-783 4,564 0.26 0.07 5,347 0.27 0.08 
Retailers Total683 14,193 0.91 0.24 13,510 0.75 0.23 
Naspers Ltd.1,508 1,931 2.13 0.57 423 2.67 0.83 
Prosus NV-28 504 0.52 0.14 532 0.65 0.20 
Software and Computer Services Total1,480 2,435 2.65 0.71 955 3.32 1.03 
MTN Group Ltd.-1,027 8,651 1.47 0.39 9,678 1.36 0.42 
Vodacom Group Ltd.336 3,815 0.54 0.14 3,479 0.46 0.14 
Telecommunications Service Providers Total-691 12,466 2.01 0.53 13,157 1.82 0.57 
British American Tobacco plc-191 540 0.52 0.14 731 0.67 0.21 
Tobacco Total-191 540 0.52 0.14 731 0.67 0.21 
Portfolio Total25,745,356 188,124,949 375.19 100.00 162,379,593 321.46 100.00