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Sanlam Investment Management SCI Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
122.7744    -0.1765    (-0.144%)
NAV price (ZAR) Mon 22 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.154,727 402,480 97.07 1.38 247,753 59.30 0.80 
Capitec Bank Holdings Ltd.13,510 38,425 158.40 2.25 24,915 103.54 1.39 
FirstRand Ltd.-110,424 1,312,196 113.03 1.61 1,422,620 129.10 1.73 
Investec Ltd.-41,301 0.00 0.00 41,301 5.05 0.07 
Investec plc-44,781 0.00 0.00 44,781 5.47 0.07 
Nedbank Group Ltd.80,459 241,363 64.39 0.91 160,904 42.84 0.57 
Standard Bank Group Ltd.177,153 583,315 177.59 2.52 406,162 117.95 1.58 
Banks Total229,343 2,577,779 610.48 8.67 2,348,436 463.26 6.21 
Anheuser-Busch InBev SA/NV-27,241 0.00 0.00 27,241 29.16 0.39 
Beverages Total-27,241 0.00 0.00 27,241 29.16 0.39 
SA Bond ABS17903 0.00 0.00 903 0.00 0.00 
SA Bond AECI06-8,740,000 6,809,055 6.87 0.10 15,549,055 15.69 0.21 
SA Bond AGL064,383,000 4,383,000 4.40 0.06 0.00 0.00 
SA Bond AGT09-10,291,000 8,159,000 8.24 0.12 18,450,000 18.59 0.25 
SA Bond ASC072-7,892,000 6,208,000 6.58 0.09 14,100,000 15.02 0.20 
SA Bond ASC207-6,097,000 4,782,873 4.80 0.07 10,879,873 10.91 0.15 
SA Bond ASC236-3,638,000 2,853,550 2.86 0.04 6,491,550 6.50 0.09 
SA Bond ASN832-5,707,000 4,473,157 4.56 0.06 10,180,157 10.38 0.14 
SA Bond ASN833-5,707,000 4,473,157 4.56 0.06 10,180,157 10.38 0.14 
SA Bond BNDS1.70 0.02 1,533.37 20.56 
SA Bond CCT04-528,289 260,869 0.27 0.00 789,158 0.83 0.01 
SA Bond CLN817-5,297,000 4,153,537 4.22 0.06 9,450,537 9.61 0.13 
SA Bond EMM0519,478 0.02 0.00 19,478 0.02 0.00 
SA Bond ERSA30-2,387,000 1,871,090 1.89 0.03 4,258,090 4.31 0.06 
SA Bond ES33-7,894,000 6,187,546 5.53 0.08 14,081,546 13.47 0.18 
SA Bond ES426,000 0.01 0.00 6,000 0.01 0.00 
SA Bond FRB43-8,233,000 6,454,773 6.57 0.09 14,687,773 14.98 0.20 
SA Bond FRC559-7,914,000 6,206,505 6.22 0.09 14,120,505 14.16 0.19 
SA Bond FRJ29G-11,924,000 8,570,324 8.78 0.12 20,494,324 20.82 0.28 
SA Bond FRX31-517,000 405,608 0.42 0.01 922,608 1.03 0.01 
SA Bond GRT54-7,075,000 5,547,437 5.70 0.08 12,622,437 12.99 0.17 
SA Bond HWAY34-2,375,000 1,861,090 1.85 0.03 4,236,090 4.54 0.06 
SA Bond HWAY35-2,881,000 2,258,086 2.24 0.03 5,139,086 5.51 0.07 
SA Bond I202927,756,000 40.25 0.57 27,756,000 39.89 0.53 
SA Bond I20312,628,000 2.98 0.04 2,628,000 3.00 0.04 
SA Bond I203330,053,000 41.95 0.60 30,053,000 42.53 0.57 
SA Bond I203851,858,000 79.17 1.12 51,858,000 82.02 1.10 
SA Bond I20433,619,000 4.27 0.06 3,619,000 4.50 0.06 
SA Bond I204631,405,000 41.86 0.59 31,405,000 44.02 0.59 
SA Bond I205034,174,000 46.38 0.66 34,174,000 48.38 0.65 
SA Bond I20582,441,000 3.03 0.04 2,441,000 3.17 0.04 
SA Bond IDCG11-1,046,000 821,708 0.86 0.01 1,867,708 1.92 0.03 
SA Bond IDCG27-3,681,000 2,887,050 3.20 0.05 6,568,050 7.49 0.10 
SA Bond INLV15-7,279,000 5,705,514 5.81 0.08 12,984,514 13.26 0.18 
SA Bond INLV19-5,048,000 4,452,000 4.46 0.06 9,500,000 9.51 0.13 
SA Bond IVC265-8,719,000 6,834,689 6.95 0.10 15,553,689 15.83 0.21 
SA Bond IVC309-7,286,000 5,706,761 5.79 0.08 12,992,761 13.22 0.18 
SA Bond IVC358-7,335,000 5,765,000 5.80 0.08 13,100,000 13.20 0.18 
SA Bond NAM04-171,000 136,007 0.14 0.00 307,007 0.32 0.00 
SA Bond NBKB66-6,127,000 4,802,909 4.92 0.07 10,929,909 11.23 0.15 
SA Bond NN412-7,793,000 6,111,799 6.16 0.09 13,904,799 14.01 0.19 
SA Bond NN424-7,254,000 5,646,000 5.69 0.08 12,900,000 13.01 0.17 
SA Bond NN429-14,896,000 11,704,000 11.79 0.17 26,600,000 26.80 0.36 
SA Bond NN433-15,690,000 12,310,000 12.40 0.18 28,000,000 28.22 0.38 
SA Bond NN444-11,282,000 9,328,000 9.42 0.13 20,610,000 20.82 0.28 
SA Bond OML19-7,278,000 5,706,226 5.77 0.08 12,984,226 13.14 0.18 
SA Bond R20210,663,000 31.04 0.44 10,663,000 31.07 0.42 
SA Bond R2032-76,258,000 54,034,085 52.79 0.75 130,292,085 136.45 1.83 
SA Bond R20333,794,000 3,794,000 4.02 0.06 0.00 0.00 
SA Bond R203586,511,057 108,124,026 107.16 1.52 21,612,969 23.19 0.31 
SA Bond R2037-25,811,000 70,740,924 67.13 0.95 96,551,924 99.46 1.33 
SA Bond R2040-31,072,000 128,001,551 122.40 1.74 159,073,551 165.74 2.22 
SA Bond R2044-36,004,000 63,287,000 58.42 0.83 99,291,000 99.22 1.33 
SA Bond R20488,448,000 124,178,612 113.33 1.61 115,730,612 115.10 1.54 
SA Bond R209-13,456,769 8,521,278 6.85 0.10 21,978,047 19.14 0.26 
SA Bond R214-29,596,000 59,575,451 44.85 0.64 89,171,451 72.91 0.98 
SA Bond RES62-6,432,000 5,043,680 5.10 0.07 11,475,680 11.61 0.16 
SA Bond RES80-7,557,000 6,643,000 6.75 0.10 14,200,000 14.45 0.19 
SA Bond RI20368,367,000 8,367,000 7.98 0.11 0.00 0.00 
SA Bond RI20416,973,000 6,973,000 6.64 0.09 0.00 0.00 
SA Bond RW28-582,000 456,123 0.48 0.01 1,038,123 1.09 0.01 
SA Bond SBC104-7,750,000 6,038,199 6.08 0.09 13,788,199 13.89 0.19 
SA Bond SBC158-7,660,000 5,940,000 5.98 0.09 13,600,000 13.70 0.18 
SA Bond SOL04-7,507,000 5,555,309 5.54 0.08 13,062,309 13.03 0.17 
SA Bond SST202-5,945,000 4,264,644 4.36 0.06 10,209,644 10.48 0.14 
SA Bond SST204-4,219,000 3,306,892 3.36 0.05 7,525,892 7.65 0.10 
SA Bond TL35-4,072,000 3,192,473 3.25 0.05 7,264,473 7.42 0.10 
SA Bond TN27-5,392,000 3,564,916 3.71 0.05 8,956,916 9.27 0.12 
SA Bond TN30-3,310,000 2,614,458 2.73 0.04 5,924,458 6.60 0.09 
SA Bond TNG32-7,732,000 6,068,000 6.33 0.09 13,800,000 15.47 0.21 
SA Bond UG26-4,489,999 0.00 0.00 4,489,999 4.67 0.06 
SA Bond UU1A05-3,075,752 2,353,491 2.38 0.03 5,429,243 5.51 0.07 
Bond Total-385,427,752 1,059,097,813 1,115.98 15.85 1,444,525,565 3,089.72 41.42 
Cash on call-346.35 -4.92 -739.85 -9.92 
Margin Account56.92 0.81 61.58 0.83 
Cash on call Total-289.43 -4.11 -678.27 -9.09 
AECI Ltd.-14,320 0.00 0.00 14,320 1.28 0.02 
Sasol Ltd.-52,170 176,009 39.67 0.56 228,179 24.23 0.32 
Chemicals Total-66,490 176,009 39.67 0.56 242,499 25.51 0.34 
PPC Ltd.-1,392,683 0.00 0.00 1,392,683 7.79 0.10 
Raubex Group Ltd.-14,779 105,425 5.14 0.07 120,204 5.36 0.07 
Wilson Bayly Holmes - Ovcon Ltd.-7,769 21,540 3.34 0.05 29,309 4.90 0.07 
Construction and Materials Total-1,415,231 126,965 8.47 0.12 1,542,196 18.04 0.24 
Curro Holdings Ltd.-271,402 0.00 0.00 271,402 3.89 0.05 
Consumer Services Total-271,402 0.00 0.00 271,402 3.89 0.05 
Bond Derivative1,474.47 20.94 448.83 6.02 
Equity Derivative178.41 2.53 -1.66 -0.02 
Derivatives Total1,652.88 23.48 447.17 6.00 
Reunert Ltd.-73,600 0.00 0.00 73,600 4.59 0.06 
Electronic and Electrical Equipment Total-73,600 0.00 0.00 73,600 4.59 0.06 
Foreign - Equity Derivatives990.94 14.07 531.89 7.13 
Equities Total990.94 14.07 531.89 7.13 
Astral Foods Ltd.-23,266 0.00 0.00 23,266 6.21 0.08 
AVI Ltd.-79,492 0.00 0.00 79,492 8.39 0.11 
Oceana Group Ltd.-25,168 0.00 0.00 25,168 1.40 0.02 
Tiger Brands Ltd.142,527 168,810 50.48 0.72 26,283 9.62 0.13 
Food Producers Total14,601 168,810 50.48 0.72 154,209 25.62 0.34 
Australia - Currency0.00 0.00 0.00 0.00 
European - Currency0.00 0.00 0.00 0.00 
Hong Kong - Currency0.00 0.00 0.00 0.00 
Sweden - Currency0.00 0.00 0.00 0.00 
United Kingdom - Currency0.00 0.00 0.00 0.00 
USA - Currency68.57 0.97 55.03 0.74 
For Currency Total68.57 0.97 55.04 0.74 
Foreign - Bonds7.00 0.10 278.96 3.74 
Foreign - Unit Trusts81.51 1.16 79.92 1.07 
Foreign Invest Total88.51 1.26 358.88 4.81 
Catalyst Global Real Estate UCITS Fund A870,513 8,352,119 156.75 2.23 7,481,606 136.73 1.83 
Foreign Property Total870,513 8,352,119 156.75 2.23 7,481,606 136.73 1.83 
Satrix Smartcore Index Fund - C-21,501,610 0.00 0.00 21,501,610 375.97 5.04 
General Equity Total-21,501,610 0.00 0.00 21,501,610 375.97 5.04 
KAP Ltd.-4,771,732 0.00 0.00 4,771,732 9.16 0.12 
Mondi plc-38,180 0.00 0.00 38,180 7.77 0.10 
The Bidvest Group Ltd.-82,020 0.00 0.00 82,020 19.48 0.26 
General Industrials Total-4,891,932 0.00 0.00 4,891,932 36.41 0.49 
Life Healthcare Group Holdings Ltd.-558,368 0.00 0.00 558,368 6.36 0.09 
Netcare Ltd.-283,938 0.00 0.00 283,938 4.49 0.06 
Health Care Providers Total-842,306 0.00 0.00 842,306 10.85 0.15 
SIM Enhanced Yield - B35,584 283,328 0.30 0.00 277,744 0.30 0.00 
Income Total5,584 283,328 0.30 0.00 277,744 0.30 0.00 
Sappi Ltd.484,334 524,992 8.86 0.13 40,658 1.00 0.01 
Industrial Materials Total484,334 524,992 8.86 0.13 40,658 1.00 0.01 
African Rainbow Minerals Ltd.-14,260 0.00 0.00 14,260 2.84 0.04 
Anglo American plc-55,730 38,739 27.89 0.40 94,469 64.72 0.87 
BHP Group Ltd.-31,037 0.00 0.00 31,037 15.74 0.21 
Glencore plc453,570 742,528 95.04 1.35 288,958 26.34 0.35 
Kumba Iron Ore Ltd.-3,275 0.00 0.00 3,275 1.15 0.02 
Industrial Metals and Mining Total349,268 781,267 122.93 1.75 431,999 110.78 1.49 
Hudaco Industries Ltd.-16,114 0.00 0.00 16,114 3.30 0.04 
Industrial Support Services Total-16,114 0.00 0.00 16,114 3.30 0.04 
Grindrod Ltd.-418,819 0.00 0.00 418,819 7.12 0.10 
Industrial Transportation Total-418,819 0.00 0.00 418,819 7.12 0.10 
Alexander Forbes Group Holdings Ltd.-918,976 0.00 0.00 918,976 7.17 0.10 
Ninety One Ltd.-25,508 0.00 0.00 25,508 1.22 0.02 
Ninety One plc-17,215 0.00 0.00 17,215 0.83 0.01 
Quilter plc-147,489 0.00 0.00 147,489 5.98 0.08 
Reinet Investments SCA-52,421 0.00 0.00 52,421 30.40 0.41 
Remgro Ltd.-48,765 0.00 0.00 48,765 8.86 0.12 
Investment Banking and Brokerage Services Total-1,210,374 0.00 0.00 1,210,374 54.46 0.73 
Discovery Ltd.292,368 450,404 111.84 1.59 158,036 35.97 0.48 
Momentum Group Ltd.-175,058 0.00 0.00 175,058 6.69 0.09 
Old Mutual Ltd.2,578,557 3,651,460 50.39 0.72 1,072,903 15.99 0.21 
Sanlam Ltd.303,697 805,046 71.63 1.02 501,349 49.38 0.66 
Life Insurance Total2,999,564 4,906,910 233.86 3.32 1,907,346 108.02 1.45 
eMedia Holdings Ltd.-20,467 0.00 0.00 20,467 0.04 0.00 
Media Total-20,467 0.00 0.00 20,467 0.04 0.00 
Money Market - 9 months duration0.00 0.00 92.72 1.24 
Money Market Instrument397.23 5.64 303.95 4.08 
Money Market Total397.23 5.64 396.67 5.32 
OUTsurance Group Ltd.-160,718 0.00 0.00 160,718 11.52 0.15 
Santam Ltd.-9,011 0.00 0.00 9,011 3.85 0.05 
Non-life Insurance Total-169,729 0.00 0.00 169,729 15.37 0.21 
Sanlam Real Assets Fund D Distribution Sterling-428,238 0.00 0.00 428,238 89.35 1.20 
Offshore Intern Total-428,238 0.00 0.00 428,238 89.35 1.20 
Exxaro Resources Ltd.-11,892 0.00 0.00 11,892 2.13 0.03 
Thungela Resources Ltd.-16,525 0.00 0.00 16,525 1.59 0.02 
Oil, Gas and Coal Total-28,417 0.00 0.00 28,417 3.72 0.05 
SCI Institutional Special Opportunity-594,281 0.00 0.00 594,281 29.22 0.39 
Other Total-594,281 0.00 0.00 594,281 29.22 0.39 
Bid Corporation Ltd.-9,293 78,619 32.04 0.46 87,912 37.09 0.50 
Boxer Retail Ltd.-116,745 0.00 0.00 116,745 8.33 0.11 
Dis-Chem Pharmacies Ltd.-163,285 0.00 0.00 163,285 5.71 0.08 
Pick n Pay Stores Ltd.-641,239 0.00 0.00 641,239 15.97 0.21 
Shoprite Holdings Ltd.-46,577 96,927 26.73 0.38 143,504 38.78 0.52 
The SPAR Group Ltd.-42,758 0.00 0.00 42,758 4.08 0.05 
Personal Care, Drug and Grocery Stores Total-1,019,897 175,546 58.78 0.83 1,195,443 109.96 1.47 
Compagnie Financière Richemont SA12,946 24,243 71.73 1.02 11,297 40.97 0.55 
Personal Goods Total12,946 24,243 71.73 1.02 11,297 40.97 0.55 
Aspen Pharmacare Holdings Ltd.154,276 223,772 29.40 0.42 69,496 8.12 0.11 
Pharmaceuticals and Biotechnology Total154,276 223,772 29.40 0.42 69,496 8.12 0.11 
AngloGold Ashanti plc20,539 124,441 204.38 2.90 103,902 148.91 2.00 
Gold Fields Ltd.71,439 321,349 244.39 3.47 249,910 181.36 2.43 
Harmony Gold Mining Company Ltd.38,997 182,203 46.64 0.66 143,206 48.27 0.65 
Impala Platinum Holdings Ltd.212,179 426,967 102.02 1.45 214,788 56.27 0.75 
Northam Platinum Holdings Ltd.4,671 169,011 57.48 0.82 164,340 55.40 0.74 
Sibanye Stillwater Ltd.-754,237 0.00 0.00 754,237 45.63 0.61 
Valterra Platinum Ltd.24,532 93,800 131.41 1.87 69,268 97.64 1.31 
Precious Metals and Mining Total-381,880 1,317,771 786.32 11.17 1,699,651 633.49 8.49 
SIM Property - B2214,046 11,690,470 311.23 4.42 11,476,424 331.51 4.44 
Property Unit Trusts Total214,046 11,690,470 311.23 4.42 11,476,424 331.51 4.44 
Motus Holdings Ltd.-42,328 0.00 0.00 42,328 5.16 0.07 
Mr Price Group Ltd.108,723 163,219 25.03 0.36 54,496 9.54 0.13 
Pepkor Holdings Ltd.1,588,171 2,771,061 62.63 0.89 1,182,890 31.29 0.42 
The Foschini Group Ltd.173,795 274,012 19.34 0.27 100,217 8.41 0.11 
Truworths International Ltd.-115,713 0.00 0.00 115,713 6.59 0.09 
We Buy Cars Holdings Ltd.172,657 172,657 6.87 0.10 0.00 0.00 
Woolworths Holdings Ltd.-365,909 0.00 0.00 365,909 20.49 0.27 
Retailers Total1,519,396 3,380,949 113.87 1.62 1,861,553 81.48 1.09 
Altron Ltd.-124,466 0.00 0.00 124,466 2.48 0.03 
Bytes Technology Group plc-13,676 0.00 0.00 13,676 1.11 0.01 
Datatec Ltd.-150,765 0.00 0.00 150,765 11.92 0.16 
Naspers Ltd.80,781 290,776 250.64 3.56 209,995 231.94 3.11 
Prosus NV-13,540 71,506 54.96 0.78 85,046 87.05 1.17 
Software and Computer Services Total-221,666 362,282 305.60 4.34 583,948 334.50 4.48 
Blu Label Unlimited Group Ltd.-175,498 0.00 0.00 175,498 1.85 0.02 
Cell C Holdings Ltd.-248,893 0.00 0.00 248,893 7.09 0.10 
MTN Group Ltd.112,829 548,616 107.23 1.52 435,787 73.87 0.99 
Telkom SA SOC Ltd.-25,137 0.00 0.00 25,137 1.48 0.02 
Vodacom Group Ltd.-107,704 0.00 0.00 107,704 15.22 0.20 
Telecommunications Service Providers Total-444,403 548,616 107.23 1.52 993,019 99.51 1.33 
British American Tobacco plc-63,763 0.00 0.00 63,763 60.02 0.80 
Tobacco Total-63,763 0.00 0.00 63,763 60.02 0.80 
City Lodge Hotels Ltd.-103,713 0.00 0.00 103,713 0.54 0.01 
Famous Brands Ltd.-52,272 0.00 0.00 52,272 2.80 0.04 
Sun International Ltd.-49,913 0.00 0.00 49,913 1.93 0.03 
Travel and Leisure Total-205,898 0.00 0.00 205,898 5.26 0.07 
Portfolio Total-412,887,639 1,094,719,641 7,040.62 100.00 1,507,607,280 7,458.63 100.00