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M&G Namibian Balanced Fund  |  Regional-Namibian-Unclassified
Reg Compliant
3.2832    -0.0081    (-0.246%)
NAV price (ZAR) Mon 22 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.21,081 98,163 23.68 1.46 77,082 18.45 1.14 
Capitec Bank Holdings Ltd.158 1,716 7.07 0.44 1,558 6.47 0.40 
Capricorn Group Ltd.998,806 26.83 1.65 998,806 26.02 1.60 
FirstRand Ltd.-16,660 256,582 22.67 1.40 273,242 24.80 1.53 
FirstRand Namibia Ltd.307,476 17.45 1.08 307,476 16.76 1.03 
Investec Ltd.-11,520 41,825 5.34 0.33 53,345 6.52 0.40 
Nedbank Group Ltd.17,436 17,436 4.65 0.29 0.00 0.00 
SBN Holdings Ltd.144,413 1.86 0.11 144,413 1.75 0.11 
Standard Bank Group Ltd.9,157 112,710 34.31 2.11 103,553 30.07 1.85 
Banks Total19,652 1,979,127 143.86 8.87 1,959,475 130.84 8.06 
Namibia Breweries Ltd.446,388 13.53 0.83 446,388 13.40 0.83 
Beverages Total446,388 13.53 0.83 446,388 13.40 0.83 
SA Bond BNDS0.11 0.01 0.14 0.01 
SA Bond NAM043,980,000 4.06 0.25 3,980,000 4.20 0.26 
Bond Total3,980,000 4.17 0.26 3,980,000 4.34 0.27 
Cash on call1.05 0.06 -275.77 -16.99 
Margin Account-145.67 -8.98 291.36 17.96 
Namibia Cash-0.29 -0.02 -32.89 -2.03 
Cash on call Total-144.91 -8.93 -17.30 -1.06 
Equity Derivative161.06 9.93 0.00 0.00 
Derivatives Total161.06 9.93 0.00 0.00 
AVI Ltd.83,138 128,242 13.32 0.82 45,104 4.76 0.29 
Food Producers Total83,138 128,242 13.32 0.82 45,104 4.76 0.29 
USA - Currency0.01 0.00 0.01 0.00 
For Currency Total0.01 0.00 0.01 0.00 
Foreign - Bonds240.43 14.82 226.75 13.97 
Foreign Invest Total240.43 14.82 226.75 13.97 
Anglo American plc5,127 18,988 13.70 0.84 13,861 9.50 0.59 
BHP Group Ltd.-3,433 0.00 0.00 3,433 1.74 0.11 
Glencore plc18,888 91,757 11.74 0.72 72,869 6.64 0.41 
Industrial Metals and Mining Total20,582 110,745 25.45 1.57 90,163 17.88 1.10 
Hosken Consolidated Investments Ltd.32,844 5.42 0.33 32,844 5.12 0.32 
PSG Financial Services Ltd.148,005 3.95 0.24 148,005 4.03 0.25 
Investment Banking and Brokerage Services Total180,849 9.37 0.58 180,849 9.16 0.56 
Momentum Group Ltd.10,569 299,369 10.76 0.66 288,800 11.04 0.68 
Sanlam Ltd.24,129 179,080 15.93 0.98 154,951 15.26 0.94 
Life Insurance Total34,698 478,449 26.70 1.65 443,751 26.30 1.62 
M&G Namibian Money Market Fund-21,398,702 339,233,297 341.53 21.05 360,631,999 362.68 22.35 
Money Market Total-21,398,702 339,233,297 341.53 21.05 360,631,999 362.68 22.35 
M&G Worldwide Managed Fund C Acc-1,028,928 14,167,938 456.68 28.14 15,196,866 507.86 31.30 
Offshore Intern Total-1,028,928 14,167,938 456.68 28.14 15,196,866 507.86 31.30 
Exxaro Resources Ltd.-22,159 58,623 13.17 0.81 80,782 14.46 0.89 
Oil, Gas and Coal Total-22,159 58,623 13.17 0.81 80,782 14.46 0.89 
Bid Corporation Ltd.-4,274 27,507 11.21 0.69 31,781 13.41 0.83 
Boxer Retail Ltd.-37,624 0.00 0.00 37,624 2.68 0.17 
Pick n Pay Stores Ltd.165,955 3.17 0.20 165,955 4.13 0.25 
The SPAR Group Ltd.3,722 82,417 5.17 0.32 78,695 7.52 0.46 
Personal Care, Drug and Grocery Stores Total-38,176 275,879 19.55 1.20 314,055 27.74 1.71 
Compagnie Financière Richemont SA-61 3,114 9.21 0.57 3,175 11.52 0.71 
Personal Goods Total-61 3,114 9.21 0.57 3,175 11.52 0.71 
AngloGold Ashanti plc1,328 25,259 41.49 2.56 23,931 34.30 2.11 
Gold Fields Ltd.3,327 50,255 38.22 2.36 46,928 34.06 2.10 
Impala Platinum Holdings Ltd.-7,491 46,072 11.01 0.68 53,563 14.03 0.86 
Northam Platinum Holdings Ltd.1,713 23,153 7.87 0.49 21,440 7.23 0.45 
Valterra Platinum Ltd.3,621 11,131 15.59 0.96 7,510 10.59 0.65 
Precious Metals and Mining Total2,498 155,870 114.18 7.04 153,372 100.20 6.18 
Oryx Property Ltd Namibia1,324,214 1,324,214 18.96 1.17 0.00 0.00 
Real Estate Total1,324,214 1,324,214 18.96 1.17 0.00 0.00 
NEPI Rockcastle NV-23,539 0.00 0.00 23,539 3.43 0.21 
Oryx Properties Ltd.-1,450,326 0.00 0.00 1,450,326 19.36 1.19 
Real Estate Investment and Services Total-1,473,865 0.00 0.00 1,473,865 22.80 1.40 
Sirius Real Estate Ltd.239,011 5.04 0.31 239,011 5.32 0.33 
Vukile Property Fund Ltd.-258,785 197,172 4.36 0.27 455,957 11.40 0.70 
Real Estate Investment Trusts Total-258,785 436,183 9.40 0.58 694,968 16.72 1.03 
Motus Holdings Ltd.-47,868 43,345 5.03 0.31 91,213 11.12 0.69 
Mr Price Group Ltd.73,062 73,062 11.21 0.69 0.00 0.00 
Pepkor Holdings Ltd.22,227 476,690 10.77 0.66 454,463 12.02 0.74 
The Foschini Group Ltd.52,056 173,434 12.24 0.75 121,378 10.32 0.64 
Retailers Total99,477 766,531 39.25 2.42 667,054 33.47 2.06 
Altron Ltd.212,400 4.22 0.26 212,400 4.22 0.26 
Bytes Technology Group plc39,837 2.49 0.15 39,837 3.25 0.20 
Naspers Ltd.10,335 46,573 40.14 2.47 36,238 40.03 2.47 
Prosus NV5,660 25,367 19.50 1.20 19,707 20.17 1.24 
Software and Computer Services Total15,995 324,177 66.35 4.09 308,182 67.67 4.17 
Mobile Telecommunications Ltd.355,917 3.30 0.20 355,917 3.26 0.20 
MTN Group Ltd.-10,969 110,439 21.59 1.33 121,408 20.58 1.27 
Paratus Namibia Holdings Ltd.953,219 11.68 0.72 953,219 11.82 0.73 
Telkom SA SOC Ltd.-13,990 83,458 4.91 0.30 97,448 5.75 0.35 
Telecommunications Service Providers Total-24,959 1,503,033 41.47 2.56 1,527,992 41.41 2.55 
Portfolio Total-22,645,381 365,552,659 1,622.73 100.00 388,198,040 1,622.64 100.00