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
1.6929    +0.0026    (+0.154%)
NAV price (ZAR) Fri 12 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-4,172 25,114 6.00 0.39 29,286 7.01 0.45 
Capitec Bank Holdings Ltd.-51 2,179 8.90 0.57 2,230 9.27 0.59 
FirstRand Ltd.-13,124 147,714 13.02 0.84 160,838 14.60 0.93 
Investec plc-2,063 23,490 3.04 0.20 25,553 3.12 0.20 
Nedbank Group Ltd.-1,211 16,658 4.45 0.29 17,869 4.76 0.30 
Standard Bank Group Ltd.-3,118 39,333 11.86 0.76 42,451 12.33 0.79 
Banks Total-23,739 254,488 47.26 3.04 278,227 51.08 3.26 
Anheuser-Busch InBev SA/NV746 746 0.88 0.06 0.00 0.00 
Beverages Total746 746 0.88 0.06 0.00 0.00 
SA Bond ABH0012,100,000 2.11 0.14 2,100,000 2.11 0.13 
SA Bond ABH0031,000,000 1.00 0.06 1,000,000 1.00 0.06 
SA Bond ABJ061,000,000 1.02 0.07 1,000,000 1.03 0.07 
SA Bond BAYB304,000,000 4.00 0.26 4,000,000 4.00 0.26 
SA Bond BNDS1.12 0.07 1.12 0.07 
SA Bond ES331,500,000 1.34 0.09 1,500,000 1.43 0.09 
SA Bond ES429,690,000 8.81 0.57 9,690,000 9.13 0.58 
SA Bond IDCS041,000,000 1.09 0.07 1,000,000 1.18 0.08 
SA Bond R20304,700,000 4.71 0.30 4,700,000 4.97 0.32 
SA Bond R2032-2,000,000 3,700,000 3.61 0.23 5,700,000 5.97 0.38 
SA Bond R203512,000,000 11.88 0.77 12,000,000 12.88 0.82 
SA Bond R2037-2,000,000 17,980,000 17.06 1.10 19,980,000 20.58 1.31 
SA Bond R20387,500,000 8.21 0.53 7,500,000 8.92 0.57 
SA Bond R20395,800,000 10,000,000 10.17 0.66 4,200,000 4.63 0.30 
SA Bond R20403,000,000 13,800,000 13.19 0.85 10,800,000 11.25 0.72 
SA Bond R2044500,000 20,970,000 19.37 1.25 20,470,000 20.46 1.31 
SA Bond R204818,500,000 16.91 1.09 18,500,000 18.40 1.18 
SA Bond R20534,000,000 4.73 0.30 4,000,000 5.20 0.33 
SA Bond R2136,300,000 5.94 0.38 6,300,000 6.31 0.40 
SA Bond RW311,000,000 1.06 0.07 1,000,000 1.08 0.07 
SA Bond RWL28500,000 0.52 0.03 500,000 0.52 0.03 
SA Bond TN274,000,000 4.20 0.27 4,000,000 4.14 0.26 
SA Bond TN401,600,000 1.61 0.10 1,600,000 1.65 0.11 
Bond Total5,300,000 146,840,000 143.67 9.25 141,540,000 147.97 9.45 
Prescient Flexible Bond - B1-24,532,556 30,441,458 35.05 2.26 54,974,014 66.76 4.26 
Bond Fund Total-24,532,556 30,441,458 35.05 2.26 54,974,014 66.76 4.26 
Cash on call13.28 0.86 18.15 1.16 
Cash on call Total13.28 0.86 18.15 1.16 
Sasol Ltd.-5,019 15,284 3.43 0.22 20,303 2.16 0.14 
Chemicals Total-5,019 15,284 3.43 0.22 20,303 2.16 0.14 
Satrix MSCI China Feeder ETF480,007 22.71 1.46 480,007 24.37 1.56 
Exchange Traded Funds Total480,007 22.71 1.46 480,007 24.37 1.56 
USA - Currency22.12 1.42 0.00 0.00 
For Currency Total22.12 1.42 0.00 0.00 
Ninety One SA Equity - G78,391 36,585,563 67.74 4.36 36,507,172 71.81 4.59 
General Total78,391 36,585,563 67.74 4.36 36,507,172 71.81 4.59 
36ONE BCI SA Equity - H-1,136,426 21,105,907 70.77 4.56 22,242,333 75.15 4.80 
Equity47,733 47,733 0.05 0.00 0.00 0.00 
M&G SA Equity Fund - F-1,100,846 0.00 0.00 1,100,846 15.83 1.01 
Prescient Core Capped Equity - A23,345,619 27,671,449 58.95 3.80 24,325,830 53.58 3.42 
PSG Equity - D19,994 3,096,847 77.12 4.97 3,076,853 71.36 4.56 
Sesfikile BCI Property - B2-165,945 2,707,507 52.67 3.39 2,873,452 60.73 3.88 
General Equity Total1,010,129 54,629,443 259.56 16.72 53,619,314 276.66 17.67 
The Bidvest Group Ltd.-4,834 7,384 1.68 0.11 12,218 2.90 0.19 
General Industrials Total-4,834 7,384 1.68 0.11 12,218 2.90 0.19 
Ninety One Diversified Income - A1,382,856 31,372,951 39.75 2.56 29,990,095 38.38 2.45 
PortfolioMetrix BCI Dynamic Income - B20,400,434 143,240,997 166.06 10.69 122,840,563 146.61 9.36 
Prescient Income Provider - B62,772,809 26,770,086 39.45 2.54 23,997,277 35.72 2.28 
Visio BCI Unconstrained Fixed Interest - C12,352,561 70,427,385 85.46 5.50 58,074,824 71.84 4.59 
Income Total36,908,660 271,811,419 330.72 21.30 234,902,759 292.56 18.69 
Anglo American plc-24 4,627 3.32 0.21 4,651 3.19 0.20 
BHP Group Ltd.-1,610 2,495 1.51 0.10 4,105 2.08 0.13 
Glencore plc11,433 11,433 1.46 0.09 0.00 0.00 
Industrial Metals and Mining Total9,799 18,555 6.28 0.40 8,756 5.27 0.34 
Amplify SCI Global Stock Feeder - B22,118,024 67.89 4.37 2,118,024 68.12 4.35 
Coronation Global Emerging Markets Flexible (ZAR) - P2,587,365 15,608,852 54.57 3.51 13,021,487 50.53 3.23 
Nedgroup Investments Global Equity Feeder - B2-164,177 1,431,928 22.49 1.45 1,596,105 27.90 1.78 
Ninety One Global Francise Feeder - A8,965 3,146,637 56.16 3.62 3,137,672 61.70 3.94 
Ninety One Gbl Managed Inc Feeder - A-624,521 2,526,574 6.24 0.40 3,151,095 7.57 0.48 
Prescient China Balanced Feeder - A25,870,881 24.38 1.57 5,870,881 23.62 1.51 
Sanlam Schroder Global Core Equity Feeder - C116,125 9,727,694 32.57 2.10 9,611,569 33.28 2.13 
Southern Right Capital BCI GQG EM Equity Feeder - C4,709,239 6.77 0.44 4,709,239 6.53 0.42 
International Total1,923,757 45,139,829 271.06 17.46 43,216,072 279.25 17.84 
Reinet Investments SCA-1,466 1,919 1.05 0.07 3,385 1.96 0.13 
Remgro Ltd.-5,740 0.00 0.00 5,740 1.04 0.07 
Investment Banking and Brokerage Services Total-7,206 1,919 1.05 0.07 9,125 3.01 0.19 
Coronation Top 20 - P-21,744 290,928 75.66 4.87 312,672 83.47 5.33 
Large Cap Total-21,744 290,928 75.66 4.87 312,672 83.47 5.33 
Discovery Ltd.-1,296 9,905 2.45 0.16 11,201 2.55 0.16 
Old Mutual Ltd.-36,253 132,123 1.83 0.12 168,376 2.51 0.16 
Sanlam Ltd.-9,913 51,945 4.55 0.29 61,858 6.09 0.39 
Life Insurance Total-47,462 193,973 8.82 0.57 241,435 11.15 0.71 
Aluwani BCI Money Market - B16,404,055 16,641,140 16.68 1.07 237,085 0.24 0.02 
Money Market Total16,404,055 16,641,140 16.68 1.07 237,085 0.24 0.02 
OUTsurance Group Ltd.-3,876 16,034 1.11 0.07 19,910 1.43 0.09 
Non-life Insurance Total-3,876 16,034 1.11 0.07 19,910 1.43 0.09 
Schroder International Selection Fund Global Gold-2,783 10,192 79.96 5.15 12,975 94.11 6.01 
Offshore Intern Total-2,783 10,192 79.96 5.15 12,975 94.11 6.01 
Bid Corporation Ltd.-422 6,500 2.66 0.17 6,922 2.92 0.19 
Clicks Group Ltd.648 6,946 2.01 0.13 6,298 2.12 0.14 
Shoprite Holdings Ltd.-1,261 9,953 2.77 0.18 11,214 3.03 0.19 
Personal Care, Drug and Grocery Stores Total-1,035 23,399 7.44 0.48 24,434 8.07 0.52 
Compagnie Financière Richemont SA-150 648 1.90 0.12 798 2.89 0.18 
Personal Goods Total-150 648 1.90 0.12 798 2.89 0.18 
AngloGold Ashanti plc-816 10,274 16.46 1.06 11,090 15.89 1.02 
Gold Fields Ltd.-107 27,130 20.26 1.31 27,237 19.77 1.26 
Harmony Gold Mining Company Ltd.1,617 23,400 5.93 0.38 21,783 7.34 0.47 
Impala Platinum Holdings Ltd.5,371 29,022 6.84 0.44 23,651 6.20 0.40 
Northam Platinum Holdings Ltd.3,898 14,557 4.93 0.32 10,659 3.59 0.23 
Pan African Resources plc99,718 99,718 3.05 0.20 0.00 0.00 
Sibanye Stillwater Ltd.11,310 121,764 6.08 0.39 110,454 6.68 0.43 
Valterra Platinum Ltd.2,615 7,679 10.59 0.68 5,064 7.14 0.46 
Precious Metals and Mining Total123,606 333,544 74.14 4.77 209,938 66.61 4.25 
Prescient Glb Inc Provider Feeder - A21,355,325 5,123,770 22.99 1.48 3,768,445 16.44 1.05 
Prudential Total1,355,325 5,123,770 22.99 1.48 3,768,445 16.44 1.05 
NEPI Rockcastle NV-2,248 5,467 0.74 0.05 7,715 1.13 0.07 
Real Estate Investment and Services Total-2,248 5,467 0.74 0.05 7,715 1.13 0.07 
Mr Price Group Ltd.-1,986 15,037 2.28 0.15 17,023 2.98 0.19 
Pepkor Holdings Ltd.-14,893 28,396 0.64 0.04 43,289 1.14 0.07 
Woolworths Holdings Ltd.-5,324 23,262 1.18 0.08 28,586 1.60 0.10 
Retailers Total-22,203 66,695 4.10 0.26 88,898 5.72 0.37 
Naspers Ltd.4,807 16,899 14.49 0.93 12,092 13.36 0.85 
Prosus NV1,592 4,744 3.63 0.23 3,152 3.23 0.21 
Software and Computer Services Total6,399 21,643 18.12 1.17 15,244 16.58 1.06 
MTN Group Ltd.-2,896 51,293 9.90 0.64 54,189 9.19 0.59 
Vodacom Group Ltd.-9,560 14,338 2.06 0.13 23,898 3.38 0.22 
Telecommunications Service Providers Total-12,456 65,631 11.97 0.77 78,087 12.56 0.80 
British American Tobacco plc-707 2,671 2.70 0.17 3,378 3.23 0.21 
Tobacco Total-707 2,671 2.70 0.17 3,378 3.23 0.21 
Portfolio Total38,432,849 609,021,830 1,552.82 100.00 570,588,981 1,565.58 100.00