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PrivateClient BCI Medium Equity Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
1.6531    -0.0020    (-0.121%)
NAV price (ZAR) Tue 28 Oct 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.703 31,297 5.66 0.39 30,594 5.38 0.40 
Capitec Bank Holdings Ltd.-41 2,278 7.91 0.54 2,319 8.25 0.61 
FirstRand Ltd.5,713 165,050 12.85 0.88 159,337 12.14 0.90 
Investec plc-2,535 23,683 3.04 0.21 26,218 3.46 0.26 
Nedbank Group Ltd.1,706 19,305 4.13 0.28 17,599 4.30 0.32 
Standard Bank Group Ltd.27 42,654 10.08 0.69 42,627 9.71 0.72 
Banks Total5,573 284,267 43.67 2.99 278,694 43.23 3.20 
Anheuser-Busch InBev SA/NV-1,256 0.00 0.00 1,256 1.53 0.11 
Beverages Total-1,256 0.00 0.00 1,256 1.53 0.11 
SA Bond ABH0012,100,000 2.11 0.14 2,100,000 2.11 0.16 
SA Bond ABH0031,000,000 1.00 0.07 1,000,000 1.00 0.07 
SA Bond ABJ061,000,000 1.03 0.07 1,000,000 1.02 0.08 
SA Bond BAYB304,000,000 4.00 0.27 4,000,000 4.00 0.30 
SA Bond BNDS1.12 0.08 1.12 0.08 
SA Bond ES331,500,000 1.33 0.09 1,500,000 1.29 0.10 
SA Bond ES42-310,000 9,690,000 8.62 0.59 10,000,000 8.02 0.59 
SA Bond IDCS041,000,000 1.09 0.07 1,000,000 1.07 0.08 
SA Bond R20304,700,000 4.78 0.33 4,700,000 4.78 0.35 
SA Bond R203212,700,000 12.54 0.86 12,700,000 12.39 0.92 
SA Bond R203512,000,000 11.89 0.81 12,000,000 11.57 0.86 
SA Bond R203719,980,000 18.71 1.28 19,980,000 18.10 1.34 
SA Bond R204010,800,000 10.06 0.69 10,800,000 9.76 0.72 
SA Bond R2044270,000 13,770,000 12.21 0.84 13,500,000 11.48 0.85 
SA Bond R2048700,000 18,500,000 16.15 1.11 17,800,000 14.85 1.10 
SA Bond R20531,200,000 4,200,000 4.77 0.33 3,000,000 3.24 0.24 
SA Bond R2136,300,000 6.02 0.41 6,300,000 5.94 0.44 
SA Bond RW311,000,000 1.08 0.07 1,000,000 1.03 0.08 
SA Bond RWL28500,000 0.52 0.04 500,000 0.51 0.04 
SA Bond TN274,000,000 4.20 0.29 4,000,000 3.94 0.29 
SA Bond TN401,600,000 1.56 0.11 1,600,000 1.42 0.11 
Bond Total1,860,000 130,340,000 124.78 8.55 128,480,000 118.64 8.79 
Prescient Flexible Bond - B19,228,607 28,499,866 33.78 2.31 19,271,259 21.05 1.56 
Bond Fund Total9,228,607 28,499,866 33.78 2.31 19,271,259 21.05 1.56 
Cash on call19.35 1.33 15.77 1.17 
Cash on call Total19.35 1.33 15.77 1.17 
Sasol Ltd.-523 25,805 2.77 0.19 26,328 2.11 0.16 
Chemicals Total-523 25,805 2.77 0.19 26,328 2.11 0.16 
Bond Derivative8.14 0.56 4.95 0.37 
Derivatives Total8.14 0.56 4.95 0.37 
Satrix MSCI China Feeder ETF395,892 395,892 22.74 1.56 0.00 0.00 
Exchange Traded Funds Total395,892 395,892 22.74 1.56 0.00 0.00 
USA - Currency0.00 0.00 0.01 0.00 
For Currency Total0.00 0.00 0.01 0.00 
Ninety One SA Equity - G-13,675,730 41,288,553 74.90 5.13 54,964,283 88.03 6.52 
General Total-13,675,730 41,288,553 74.90 5.13 54,964,283 88.03 6.52 
36ONE BCI SA Equity - H1,394,849 23,216,992 70.39 4.82 21,822,143 59.17 4.38 
M&G SA Equity Fund - F70,898 4,922,527 64.86 4.44 4,851,629 57.73 4.28 
PSG Equity - D84,021 3,076,853 65.58 4.49 2,992,832 59.87 4.44 
Sesfikile BCI Property - B2-368,558 2,348,766 42.54 2.91 2,717,324 47.65 3.53 
General Equity Total1,181,210 33,565,138 243.37 16.67 32,383,928 224.42 16.62 
The Bidvest Group Ltd.2,787 13,815 2.91 0.20 11,028 2.59 0.19 
General Industrials Total2,787 13,815 2.91 0.20 11,028 2.59 0.19 
Ninety One Diversified Income - A3,560,870 30,977,396 38.53 2.64 27,416,526 33.66 2.49 
PortfolioMetrix BCI Dynamic Income - B2,786,044 132,583,279 150.80 10.33 129,797,235 143.39 10.62 
Prescient Income Provider - B62,010,477 23,594,870 34.88 2.39 21,584,393 31.61 2.34 
Visio BCI Unconstrained Fixed Interest - C328,897 61,871,203 74.60 5.11 61,542,306 72.83 5.40 
Income Total8,686,288 249,026,748 298.81 20.47 240,340,460 281.49 20.85 
Anglo American plc6,637 12,043 3.42 0.23 5,406 2.81 0.21 
BHP Group Ltd.68,895 75,612 2.26 0.15 6,717 2.86 0.21 
Industrial Metals and Mining Total75,532 87,655 5.68 0.39 12,123 5.67 0.42 
Coronation Global Emerging Markets Flexible (ZAR) - P41,472 8,617,374 35.50 2.43 8,575,902 32.77 2.43 
Glacier Global Stock Feeder - B247,935 2,118,024 67.48 4.62 2,070,089 65.26 4.83 
Nedgroup Investments Global Equity Feeder - B21,608 3,550,624 63.09 4.32 3,549,016 64.23 4.76 
Ninety One Global Francise Feeder - A163,789 3,466,359 67.74 4.64 3,302,570 65.75 4.87 
Ninety One Gbl Managed Inc Feeder - A-545,732 5,170,994 12.76 0.87 5,716,726 14.23 1.05 
Prescient China Balanced Feeder - A2-4,589,963 5,208,938 21.66 1.48 9,798,901 36.58 2.71 
Southern Right Capital BCI GQG EM Equity Feeder - C4,709,239 6.54 0.45 4,709,239 6.67 0.49 
International Total-4,880,891 32,841,552 274.76 18.82 37,722,443 285.49 21.15 
Reinet Investments SCA228 4,175 2.11 0.14 3,947 2.27 0.17 
Remgro Ltd.-1,015 5,696 0.96 0.07 6,711 1.06 0.08 
Investment Banking and Brokerage Services Total-787 9,871 3.07 0.21 10,658 3.33 0.25 
Coronation Top 20 - P304,414 77.78 5.33 304,414 74.13 5.49 
Large Cap Total304,414 77.78 5.33 304,414 74.13 5.49 
Discovery Ltd.1,076 12,506 2.47 0.17 11,430 2.46 0.18 
Old Mutual Ltd.-40,816 140,415 1.87 0.13 181,231 2.17 0.16 
Sanlam Ltd.2,868 62,672 5.20 0.36 59,804 5.31 0.39 
Life Insurance Total-36,872 215,593 9.55 0.65 252,465 9.95 0.74 
eMedia Holdings Ltd.2,390 2,390 0.00 0.00 0.00 0.00 
Media Total2,390 2,390 0.00 0.00 0.00 0.00 
BCI Money Market - B10,219 103,649 0.10 0.01 93,430 0.09 0.01 
Money Market Total10,219 103,649 0.10 0.01 93,430 0.09 0.01 
OUTsurance Group Ltd.3,052 19,910 1.42 0.10 16,858 1.32 0.10 
Non-life Insurance Total3,052 19,910 1.42 0.10 16,858 1.32 0.10 
Schroder International Selection Fund Global Gold-12,975 0.00 0.00 12,975 55.46 4.11 
Schroder ISF Global Sustainable Growth USD C ACC12,975 12,975 80.37 5.51 0.00 0.00 
Offshore Intern Total12,975 80.37 5.51 12,975 55.46 4.11 
Bid Corporation Ltd.-777 7,449 3.22 0.22 8,226 3.88 0.29 
Clicks Group Ltd.-522 6,100 2.16 0.15 6,622 2.47 0.18 
Shoprite Holdings Ltd.-1,340 10,985 3.01 0.21 12,325 3.45 0.26 
Personal Care, Drug and Grocery Stores Total-2,639 24,534 8.39 0.57 27,173 9.80 0.73 
Compagnie Financière Richemont SA-167 791 2.59 0.18 958 3.19 0.24 
Personal Goods Total-167 791 2.59 0.18 958 3.19 0.24 
AngloGold Ashanti plc-760 10,933 13.00 0.89 11,693 9.33 0.69 
Gold Fields Ltd.-2,745 25,556 18.33 1.26 28,301 11.77 0.87 
Harmony Gold Mining Company Ltd.-1,039 21,468 6.59 0.45 22,507 5.43 0.40 
Impala Platinum Holdings Ltd.5,829 15,307 3.33 0.23 9,478 1.51 0.11 
Northam Platinum Holdings Ltd.12,852 12,852 3.59 0.25 0.00 0.00 
Sibanye Stillwater Ltd.15,913 73,523 3.62 0.25 57,610 1.86 0.14 
Valterra Platinum Ltd.2,629 4,080 4.93 0.34 1,451 1.15 0.09 
Precious Metals and Mining Total32,679 163,719 53.39 3.66 131,040 31.05 2.30 
Prescient Glb Inc Provider Feeder - A2-225,006 5,549,757 24.95 1.71 5,774,763 26.47 1.96 
Prudential Total-225,006 5,549,757 24.95 1.71 5,774,763 26.47 1.96 
NEPI Rockcastle NV-5,842 9,559 1.32 0.09 15,401 2.09 0.15 
Real Estate Investment and Services Total-5,842 9,559 1.32 0.09 15,401 2.09 0.15 
Growthpoint Properties Ltd.-32,937 0.00 0.00 32,937 0.44 0.03 
Real Estate Investment Trusts Total-32,937 0.00 0.00 32,937 0.44 0.03 
Mr Price Group Ltd.-136 9,646 1.97 0.14 9,782 2.17 0.16 
Pepkor Holdings Ltd.1,594 41,368 1.01 0.07 39,774 1.09 0.08 
Woolworths Holdings Ltd.-1,124 33,503 1.68 0.11 34,627 1.80 0.13 
Retailers Total334 84,517 4.66 0.32 84,183 5.05 0.37 
Naspers Ltd.-2 2,648 16.69 1.14 2,650 14.69 1.09 
Prosus NV-172 3,331 4.08 0.28 3,503 3.47 0.26 
Software and Computer Services Total-174 5,979 20.77 1.42 6,153 18.16 1.35 
MTN Group Ltd.9,225 60,636 8.51 0.58 51,411 7.26 0.54 
Vodacom Group Ltd.2,123 21,796 2.89 0.20 19,673 2.69 0.20 
Telecommunications Service Providers Total11,348 82,432 11.40 0.78 71,084 9.95 0.74 
British American Tobacco plc-653 4,575 4.17 0.29 5,228 4.47 0.33 
Tobacco Total-653 4,575 4.17 0.29 5,228 4.47 0.33 
Portfolio Total2,632,434 522,963,956 1,459.58 100.00 520,331,522 1,349.93 100.00