Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
PrivateClient BCI Medium Equity Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
1.7745    +0.0059    (+0.334%)
NAV price (ZAR) Thu 29 Jan 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-2,011 29,286 7.01 0.45 31,297 5.66 0.39 
Capitec Bank Holdings Ltd.-48 2,230 9.27 0.59 2,278 7.91 0.54 
FirstRand Ltd.-4,212 160,838 14.60 0.93 165,050 12.85 0.88 
Investec plc1,870 25,553 3.12 0.20 23,683 3.04 0.21 
Nedbank Group Ltd.-1,436 17,869 4.76 0.30 19,305 4.13 0.28 
Standard Bank Group Ltd.-203 42,451 12.33 0.79 42,654 10.08 0.69 
Banks Total-6,040 278,227 51.08 3.26 284,267 43.67 2.99 
SA Bond ABH0012,100,000 2.11 0.13 2,100,000 2.11 0.14 
SA Bond ABH0031,000,000 1.00 0.06 1,000,000 1.00 0.07 
SA Bond ABJ061,000,000 1.03 0.07 1,000,000 1.03 0.07 
SA Bond BAYB304,000,000 4.00 0.26 4,000,000 4.00 0.27 
SA Bond BNDS1.12 0.07 1.12 0.08 
SA Bond ES331,500,000 1.43 0.09 1,500,000 1.33 0.09 
SA Bond ES429,690,000 9.13 0.58 9,690,000 8.62 0.59 
SA Bond IDCS041,000,000 1.18 0.08 1,000,000 1.09 0.07 
SA Bond R20304,700,000 4.97 0.32 4,700,000 4.78 0.33 
SA Bond R2032-7,000,000 5,700,000 5.97 0.38 12,700,000 12.54 0.86 
SA Bond R203512,000,000 12.88 0.82 12,000,000 11.89 0.81 
SA Bond R203719,980,000 20.58 1.31 19,980,000 18.71 1.28 
SA Bond R20387,500,000 7,500,000 8.92 0.57 0.00 0.00 
SA Bond R20394,200,000 4,200,000 4.63 0.30 0.00 0.00 
SA Bond R204010,800,000 11.25 0.72 10,800,000 10.06 0.69 
SA Bond R20446,700,000 20,470,000 20.46 1.31 13,770,000 12.21 0.84 
SA Bond R204818,500,000 18.40 1.18 18,500,000 16.15 1.11 
SA Bond R2053-200,000 4,000,000 5.20 0.33 4,200,000 4.77 0.33 
SA Bond R2136,300,000 6.31 0.40 6,300,000 6.02 0.41 
SA Bond RW311,000,000 1.08 0.07 1,000,000 1.08 0.07 
SA Bond RWL28500,000 0.52 0.03 500,000 0.52 0.04 
SA Bond TN274,000,000 4.14 0.26 4,000,000 4.20 0.29 
SA Bond TN401,600,000 1.65 0.11 1,600,000 1.56 0.11 
Bond Total11,200,000 141,540,000 147.97 9.45 130,340,000 124.78 8.55 
Prescient Flexible Bond - B126,474,148 54,974,014 66.76 4.26 28,499,866 33.78 2.31 
Bond Fund Total26,474,148 54,974,014 66.76 4.26 28,499,866 33.78 2.31 
Cash on call18.15 1.16 19.35 1.33 
Cash on call Total18.15 1.16 19.35 1.33 
Sasol Ltd.-5,502 20,303 2.16 0.14 25,805 2.77 0.19 
Chemicals Total-5,502 20,303 2.16 0.14 25,805 2.77 0.19 
Bond Derivative0.00 0.00 8.14 0.56 
Derivatives Total0.00 0.00 8.14 0.56 
Satrix MSCI China Feeder ETF84,115 480,007 24.37 1.56 395,892 22.74 1.56 
Exchange Traded Funds Total84,115 480,007 24.37 1.56 395,892 22.74 1.56 
USA - Currency0.00 0.00 0.00 0.00 
For Currency Total0.00 0.00 0.00 0.00 
Ninety One SA Equity - G-4,781,381 36,507,172 71.81 4.59 41,288,553 74.90 5.13 
General Total-4,781,381 36,507,172 71.81 4.59 41,288,553 74.90 5.13 
36ONE BCI SA Equity - H-974,659 22,242,333 75.15 4.80 23,216,992 70.39 4.82 
M&G SA Equity Fund - F-3,821,681 1,100,846 15.83 1.01 4,922,527 64.86 4.44 
Prescient Core Capped Equity - A224,325,830 24,325,830 53.58 3.42 0.00 0.00 
PSG Equity - D3,076,853 71.36 4.56 3,076,853 65.58 4.49 
Sesfikile BCI Property - B2524,686 2,873,452 60.73 3.88 2,348,766 42.54 2.91 
General Equity Total20,054,176 53,619,314 276.66 17.67 33,565,138 243.37 16.67 
The Bidvest Group Ltd.-1,597 12,218 2.90 0.19 13,815 2.91 0.20 
General Industrials Total-1,597 12,218 2.90 0.19 13,815 2.91 0.20 
Ninety One Diversified Income - A-987,301 29,990,095 38.38 2.45 30,977,396 38.53 2.64 
PortfolioMetrix BCI Dynamic Income - B-9,742,716 122,840,563 146.61 9.36 132,583,279 150.80 10.33 
Prescient Income Provider - B6402,407 23,997,277 35.72 2.28 23,594,870 34.88 2.39 
Visio BCI Unconstrained Fixed Interest - C-3,796,379 58,074,824 71.84 4.59 61,871,203 74.60 5.11 
Income Total-14,123,989 234,902,759 292.56 18.69 249,026,748 298.81 20.47 
Anglo American plc-7,392 4,651 3.19 0.20 12,043 3.42 0.23 
BHP Group Ltd.-71,507 4,105 2.08 0.13 75,612 2.26 0.15 
Industrial Metals and Mining Total-78,899 8,756 5.27 0.34 87,655 5.68 0.39 
Coronation Global Emerging Markets Flexible (ZAR) - P4,404,113 13,021,487 50.53 3.23 8,617,374 35.50 2.43 
Glacier Global Stock Feeder - B22,118,024 68.12 4.35 2,118,024 67.48 4.62 
Nedgroup Investments Global Equity Feeder - B2-1,954,519 1,596,105 27.90 1.78 3,550,624 63.09 4.32 
Ninety One Global Francise Feeder - A-328,687 3,137,672 61.70 3.94 3,466,359 67.74 4.64 
Ninety One Gbl Managed Inc Feeder - A-2,019,899 3,151,095 7.57 0.48 5,170,994 12.76 0.87 
Prescient China Balanced Feeder - A2661,943 5,870,881 23.62 1.51 5,208,938 21.66 1.48 
Sanlam Schroder Global Core Equity Feeder - C9,611,569 9,611,569 33.28 2.13 0.00 0.00 
Southern Right Capital BCI GQG EM Equity Feeder - C4,709,239 6.53 0.42 4,709,239 6.54 0.45 
International Total10,374,520 43,216,072 279.25 17.84 32,841,552 274.76 18.82 
Reinet Investments SCA-790 3,385 1.96 0.13 4,175 2.11 0.14 
Remgro Ltd.44 5,740 1.04 0.07 5,696 0.96 0.07 
Investment Banking and Brokerage Services Total-746 9,125 3.01 0.19 9,871 3.07 0.21 
Coronation Top 20 - P8,258 312,672 83.47 5.33 304,414 77.78 5.33 
Large Cap Total8,258 312,672 83.47 5.33 304,414 77.78 5.33 
Discovery Ltd.-1,305 11,201 2.55 0.16 12,506 2.47 0.17 
Old Mutual Ltd.27,961 168,376 2.51 0.16 140,415 1.87 0.13 
Sanlam Ltd.-814 61,858 6.09 0.39 62,672 5.20 0.36 
Life Insurance Total25,842 241,435 11.15 0.71 215,593 9.55 0.65 
eMedia Holdings Ltd.-2,390 0.00 0.00 2,390 0.00 0.00 
Media Total-2,390 0.00 0.00 2,390 0.00 0.00 
BCI Money Market - B133,436 237,085 0.24 0.02 103,649 0.10 0.01 
Money Market Total133,436 237,085 0.24 0.02 103,649 0.10 0.01 
OUTsurance Group Ltd.19,910 1.43 0.09 19,910 1.42 0.10 
Non-life Insurance Total19,910 1.43 0.09 19,910 1.42 0.10 
Schroder International Selection Fund Global Gold12,975 12,975 94.11 6.01 0.00 0.00 
Schroder ISF Global Sustainable Growth USD C ACC-12,975 0.00 0.00 12,975 80.37 5.51 
Offshore Intern Total12,975 94.11 6.01 12,975 80.37 5.51 
Bid Corporation Ltd.-527 6,922 2.92 0.19 7,449 3.22 0.22 
Clicks Group Ltd.198 6,298 2.12 0.14 6,100 2.16 0.15 
Shoprite Holdings Ltd.229 11,214 3.03 0.19 10,985 3.01 0.21 
Personal Care, Drug and Grocery Stores Total-100 24,434 8.07 0.52 24,534 8.39 0.57 
Compagnie Financière Richemont SA798 2.89 0.18 791 2.59 0.18 
Personal Goods Total798 2.89 0.18 791 2.59 0.18 
AngloGold Ashanti plc157 11,090 15.89 1.02 10,933 13.00 0.89 
Gold Fields Ltd.1,681 27,237 19.77 1.26 25,556 18.33 1.26 
Harmony Gold Mining Company Ltd.315 21,783 7.34 0.47 21,468 6.59 0.45 
Impala Platinum Holdings Ltd.8,344 23,651 6.20 0.40 15,307 3.33 0.23 
Northam Platinum Holdings Ltd.-2,193 10,659 3.59 0.23 12,852 3.59 0.25 
Sibanye Stillwater Ltd.36,931 110,454 6.68 0.43 73,523 3.62 0.25 
Valterra Platinum Ltd.984 5,064 7.14 0.46 4,080 4.93 0.34 
Precious Metals and Mining Total46,219 209,938 66.61 4.25 163,719 53.39 3.66 
Prescient Glb Inc Provider Feeder - A2-1,781,312 3,768,445 16.44 1.05 5,549,757 24.95 1.71 
Prudential Total-1,781,312 3,768,445 16.44 1.05 5,549,757 24.95 1.71 
NEPI Rockcastle NV-1,844 7,715 1.13 0.07 9,559 1.32 0.09 
Real Estate Investment and Services Total-1,844 7,715 1.13 0.07 9,559 1.32 0.09 
Mr Price Group Ltd.7,377 17,023 2.98 0.19 9,646 1.97 0.14 
Pepkor Holdings Ltd.1,921 43,289 1.14 0.07 41,368 1.01 0.07 
Woolworths Holdings Ltd.-4,917 28,586 1.60 0.10 33,503 1.68 0.11 
Retailers Total4,381 88,898 5.72 0.37 84,517 4.66 0.32 
Naspers Ltd.9,444 12,092 13.36 0.85 2,648 16.69 1.14 
Prosus NV-179 3,152 3.23 0.21 3,331 4.08 0.28 
Software and Computer Services Total9,265 15,244 16.58 1.06 5,979 20.77 1.42 
MTN Group Ltd.-6,447 54,189 9.19 0.59 60,636 8.51 0.58 
Vodacom Group Ltd.2,102 23,898 3.38 0.22 21,796 2.89 0.20 
Telecommunications Service Providers Total-4,345 78,087 12.56 0.80 82,432 11.40 0.78 
British American Tobacco plc-1,197 3,378 3.23 0.21 4,575 4.17 0.29 
Tobacco Total-1,197 3,378 3.23 0.21 4,575 4.17 0.29 
Portfolio Total47,625,025 570,588,981 1,565.58 100.00 522,963,956 1,459.58 100.00