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Sanlam Namibia Balanced Fund  |  Regional-Namibian-Unclassified
6.7058    +0.0295    (+0.442%)
NAV price (ZAR) Fri 12 Sep 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.1,468 21,265 3.74 0.83 19,797 3.50 0.96 
Capitec Bank Holdings Ltd.184 1,893 6.72 1.49 1,709 5.30 1.45 
Capricorn Group Ltd.10,658 218,759 4.73 1.05 208,101 4.42 1.21 
FirstRand Ltd.39,898 166,982 12.64 2.81 127,084 9.13 2.50 
FirstRand Namibia Ltd.18,470 150,164 7.08 1.57 131,694 6.18 1.69 
Investec Ltd.3,493 11,692 1.55 0.34 8,199 0.93 0.26 
Letshego Holdings (Namibia) Ltd.219,281 1.43 0.32 219,281 1.32 0.36 
Nedbank Group Ltd.2,485 17,220 4.19 0.93 14,735 3.79 1.04 
SBN Holdings Ltd.138,402 1.46 0.32 138,402 1.39 0.38 
Standard Bank Group Ltd.7,975 43,671 9.94 2.21 35,696 8.55 2.34 
Banks Total84,631 989,329 53.47 11.87 904,698 44.51 12.19 
Anheuser-Busch InBev SA/NV-139 1,019 1.24 0.28 1,158 1.31 0.36 
Namibia Breweries42,548 291,806 8.43 1.87 249,258 7.22 1.98 
Beverages Total42,409 292,825 9.67 2.15 250,416 8.53 2.33 
iShares US Treasury Bond ETF2,735 12,872 5.26 1.17 10,137 4.29 1.17 
iShares USD Treasury (1-3)99 0.44 0.10 99 0.45 0.12 
Bonds Total2,735 12,971 5.70 1.26 10,236 4.74 1.30 
Margin Account0.28 0.06 0.22 0.06 
Namibia Cash1.97 0.44 10.36 2.84 
Cash on call Total2.25 0.50 10.58 2.90 
AECI Ltd.2,025 0.21 0.05 2,025 0.20 0.05 
Omnia Holdings Ltd.3,059 0.24 0.05 3,059 0.21 0.06 
Sasol Ltd.5,304 30,827 2.43 0.54 25,523 1.95 0.53 
Chemicals Total5,304 35,911 2.89 0.64 30,607 2.35 0.64 
PPC Ltd.32,051 0.17 0.04 32,051 0.15 0.04 
Raubex Group Ltd.4,818 8,596 0.38 0.08 3,778 0.17 0.05 
Wilson Bayly Holmes - Ovcon Ltd.1,947 0.36 0.08 1,947 0.35 0.10 
Construction and Materials Total4,818 42,594 0.91 0.20 37,776 0.67 0.18 
Curro Holdings Ltd.32,487 0.29 0.07 32,487 0.27 0.07 
Stadio Holdings Ltd.847 0.01 0.00 847 0.01 0.00 
Zeda Ltd.1,707 0.02 0.00 1,707 0.02 0.01 
Consumer Services Total35,041 0.32 0.07 35,041 0.30 0.08 
Bond Derivative4.31 0.96 3.58 0.98 
Derivatives Total4.31 0.96 3.58 0.98 
Reunert Ltd.3,228 13,983 0.80 0.18 10,755 0.65 0.18 
Electronic and Electrical Equipment Total3,228 13,983 0.80 0.18 10,755 0.65 0.18 
NewGold258 0.14 0.03 258 0.14 0.04 
Exchange Traded Funds Total258 0.14 0.03 258 0.14 0.04 
Nutun Ltd.10,481 0.01 0.00 10,481 0.02 0.01 
Finance and Credit Services Total10,481 0.01 0.00 10,481 0.02 0.01 
Satrix World Equity Tracker Fund581,401 33.71 7.49 581,401 31.33 8.58 
Financial Services Total581,401 33.71 7.49 581,401 31.33 8.58 
Astral Foods Ltd.2,253 0.40 0.09 2,253 0.37 0.10 
AVI Ltd.6,849 18,815 1.77 0.39 11,966 1.06 0.29 
Oceana Group Ltd.1,665 0.09 0.02 1,665 0.10 0.03 
Food Producers Total6,849 22,733 2.26 0.50 15,884 1.52 0.42 
European - Currency1.38 0.31 1.31 0.36 
United Kingdom - Currency1.02 0.23 1.00 0.27 
USA - Currency10.08 2.24 6.70 1.83 
For Currency Total12.48 2.77 9.00 2.47 
Foreign - Bonds95.45 21.20 83.65 22.90 
Foreign - Unit Trusts6.00 1.33 6.22 1.70 
Foreign Invest Total101.45 22.53 89.87 24.60 
Barloworld Ltd.1,707 0.19 0.04 1,707 0.18 0.05 
KAP Ltd.109,453 465,919 0.96 0.21 356,466 0.90 0.25 
Mondi plc5,104 1.49 0.33 5,104 1.39 0.38 
The Bidvest Group Ltd.1,694 9,672 2.26 0.50 7,978 1.88 0.51 
General Industrials Total111,147 482,402 4.89 1.09 371,255 4.35 1.19 
Life Healthcare Group Holdings Ltd.29,060 103,905 1.48 0.33 74,845 1.04 0.28 
Netcare Ltd.25,336 0.35 0.08 25,336 0.33 0.09 
Health Care Providers Total29,060 129,241 1.84 0.41 100,181 1.37 0.37 
Sanlam Namibia Floating Rate Fund19,488,147 25,055,445 26.18 5.81 5,567,298 5.82 1.59 
Income Total19,488,147 25,055,445 26.18 5.81 5,567,298 5.82 1.59 
Sappi Ltd.6,727 0.20 0.04 6,727 0.24 0.07 
Industrial Materials Total6,727 0.20 0.04 6,727 0.24 0.07 
African Rainbow Minerals Ltd.-2,390 1,233 0.21 0.05 3,623 0.53 0.14 
Anglo American plc1,020 11,200 5.48 1.22 10,180 5.20 1.42 
BHP Group Ltd.4,276 1.83 0.41 4,276 1.88 0.51 
Glencore plc6,038 21,930 1.53 0.34 15,892 1.07 0.29 
Kumba Iron Ore Ltd.591 0.17 0.04 591 0.18 0.05 
Industrial Metals and Mining Total4,668 39,230 9.21 2.05 34,562 8.86 2.43 
Hudaco Industries Ltd.1,248 0.25 0.05 1,248 0.23 0.06 
Industrial Support Services Total1,248 0.25 0.05 1,248 0.23 0.06 
Bell Equipment Ltd.2,371 0.10 0.02 2,371 0.09 0.02 
Grindrod Ltd.14,150 0.18 0.04 14,150 0.17 0.05 
Super Group Ltd.4,965 0.08 0.02 4,965 0.14 0.04 
Industrial Transportation Total21,486 0.35 0.08 21,486 0.40 0.11 
Alexander Forbes Group Holdings Ltd.54,426 0.49 0.11 54,426 0.42 0.11 
Coronation Fund Managers Ltd.9,443 0.37 0.08 9,443 0.37 0.10 
JSE Ltd.2,227 0.30 0.07 2,227 0.28 0.08 
Ninety One Ltd.1,101 0.05 0.01 1,101 0.04 0.01 
Ninety One plc8,179 0.37 0.08 8,179 0.28 0.08 
PSG Financial Services Ltd.3,207 0.07 0.02 3,207 0.06 0.02 
Quilter plc3,518 0.13 0.03 3,518 0.12 0.03 
Reinet Investments SCA2,057 7,197 4.15 0.92 5,140 2.29 0.63 
Remgro Ltd.1,408 0.22 0.05 1,408 0.22 0.06 
Investment Banking and Brokerage Services Total2,057 90,706 6.15 1.37 88,649 4.07 1.12 
Discovery Ltd.5,362 1.15 0.26 5,362 1.07 0.29 
Momentum Group Ltd.6,241 22,200 0.76 0.17 15,959 0.50 0.14 
Old Mutual Ltd.18,386 101,023 1.22 0.27 82,637 0.98 0.27 
Sanlam Ltd.7,214 48,500 4.30 0.95 41,286 3.42 0.94 
Life Insurance Total31,841 177,085 7.43 1.65 145,244 5.97 1.63 
Santam Ltd.326 0.14 0.03 326 0.12 0.03 
Non-life Insurance Total326 0.14 0.03 326 0.12 0.03 
iShares Core MSCI EM IMI UCITS ETF4,914 3.43 0.76 4,914 3.14 0.86 
iShares Core MSCI World UCITS ETF7,188 20,845 43.59 9.68 13,657 26.55 7.27 
Sanlam Global High Quality Fund A GBP Acc361,289 14.11 3.13 361,289 14.15 3.87 
Offshore Intern Total7,188 387,048 61.13 13.57 379,860 43.84 12.00 
Exxaro Resources Ltd.6,763 0.99 0.22 6,763 1.00 0.27 
Thungela Resources Ltd.1,883 0.16 0.04 1,883 0.19 0.05 
Oil, Gas and Coal Total8,646 1.15 0.26 8,646 1.19 0.33 
Bid Corporation Ltd.868 8,870 4.15 0.92 8,002 3.52 0.96 
Dis-Chem Pharmacies Ltd.12,553 12,553 0.41 0.09 0.00 0.00 
Pick n Pay Stores Ltd.47,984 1.29 0.29 47,984 1.32 0.36 
Shoprite Holdings Ltd.5,077 18,609 5.15 1.14 13,532 3.69 1.01 
The SPAR Group Ltd.2,378 0.26 0.06 2,378 0.28 0.08 
Personal Care, Drug and Grocery Stores Total18,498 90,394 11.25 2.50 71,896 8.80 2.41 
Compagnie Financière Richemont SA289 1,119 3.73 0.83 830 2.63 0.72 
Personal Goods Total289 1,119 3.73 0.83 830 2.63 0.72 
Aspen Pharmacare Holdings Ltd.8,931 1.07 0.24 8,931 1.46 0.40 
Pharmaceuticals and Biotechnology Total8,931 1.07 0.24 8,931 1.46 0.40 
AngloGold Ashanti plc593 7,845 6.28 1.40 7,252 4.98 1.36 
Gold Fields Ltd.968 19,832 8.25 1.83 18,864 7.65 2.09 
Harmony Gold Mining Company Ltd.860 8,805 2.16 0.48 7,945 2.12 0.58 
Impala Platinum Holdings Ltd.61 21,887 3.48 0.77 21,826 2.75 0.75 
Northam Platinum Holdings Ltd.12,333 2.36 0.53 12,333 1.61 0.44 
Sibanye Stillwater Ltd.55,926 1.80 0.40 55,926 1.16 0.32 
Valterra Platinum Ltd.1,252 2,863 2.26 0.50 1,611 1.18 0.32 
Precious Metals and Mining Total3,734 129,491 26.59 5.91 125,757 21.46 5.87 
Oryx Property Ltd Namibia-208,859 0.00 0.00 208,859 2.79 0.76 
Real Estate Total-208,859 0.00 0.00 208,859 2.79 0.76 
NEPI Rockcastle NV2,812 4,077 0.55 0.12 1,265 0.17 0.05 
Oryx Properties Ltd.208,859 208,859 2.81 0.62 0.00 0.00 
Real Estate Investment and Services Total211,671 212,936 3.36 0.75 1,265 0.17 0.05 
Growthpoint Properties Ltd.27,546 0.37 0.08 27,546 0.36 0.10 
Real Estate Investment Trusts Total27,546 0.37 0.08 27,546 0.36 0.10 
CA Sales Holdings Ltd.859 0.01 0.00 859 0.01 0.00 
KAL Group Ltd.102 0.00 0.00 102 0.00 0.00 
Motus Holdings Ltd.5,754 0.54 0.12 5,754 0.50 0.14 
Mr Price Group Ltd.803 0.18 0.04 803 0.18 0.05 
Pepkor Holdings Ltd.91,393 2.49 0.55 91,393 2.33 0.64 
The Foschini Group Ltd.6,276 0.81 0.18 6,276 0.78 0.21 
Truworths International Ltd.6,038 29,604 2.11 0.47 23,566 1.70 0.46 
We Buy Cars Holdings Ltd.8,513 11,937 0.72 0.16 3,424 0.14 0.04 
Woolworths Holdings Ltd.6,859 25,506 1.32 0.29 18,647 0.95 0.26 
Retailers Total21,410 172,234 8.19 1.82 150,824 6.60 1.81 
Datatec Ltd.17,464 1.14 0.25 17,464 0.97 0.27 
Naspers Ltd.361 3,642 20.09 4.46 3,281 14.82 4.06 
Prosus NV915 7,807 7.74 1.72 6,892 5.80 1.59 
Software and Computer Services Total1,276 28,913 28.97 6.43 27,637 21.59 5.91 
Mobile Telecommunications Ltd.79,644 736,390 6.26 1.39 656,746 5.42 1.48 
MTN Group Ltd.1,760 11,561 1.63 0.36 9,801 1.21 0.33 
MultiChoice Group Ltd.688 0.08 0.02 688 0.08 0.02 
Paratus Namibia Holdings Ltd.38,735 155,943 1.96 0.44 117,208 1.48 0.41 
Vodacom Group Ltd.1,312 0.18 0.04 1,312 0.16 0.05 
Telecommunications Service Providers Total120,139 905,894 10.11 2.25 785,755 8.35 2.29 
British American Tobacco plc-142 8,183 6.88 1.53 8,325 6.28 1.72 
Tobacco Total-142 8,183 6.88 1.53 8,325 6.28 1.72 
Famous Brands Ltd.3,380 0.21 0.05 3,380 0.20 0.05 
Sun International Ltd.3,843 0.17 0.04 3,843 0.16 0.04 
Tsogo Sun Ltd.20,397 0.16 0.03 20,397 0.17 0.05 
Travel and Leisure Total27,620 0.54 0.12 27,620 0.52 0.14 
Portfolio Total19,992,098 30,050,378 450.34 100.00 10,058,280 365.27 100.00