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Steyn Capital Equity Prescient Fund  |  South African-Equity-SA General
1.5620    -0.0141    (-0.895%)
NAV price (ZAR) Mon 23 Mar 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Capitec Bank Holdings Ltd.4,729 4,729 19.65 1.79 0.00 0.00 
FirstRand Ltd.731,845 731,845 66.41 6.04 0.00 0.00 
Standard Bank Group Ltd.236,456 236,456 68.67 6.24 0.00 0.00 
Banks Total973,030 973,030 154.73 14.07 0.00 0.00 
Consumer Goods0.00 0.00 14.12 2.16 
Anheuser-Busch InBev SA/NV23,784 23,784 25.46 2.32 0.00 0.00 
Beverages Total23,784 23,784 25.46 2.32 14.12 2.16 
0.00 0.00 13.73 2.10 
Cash on call56.79 5.16 0.00 0.00 
Cash on call Total56.79 5.16 13.73 2.10 
AECI Ltd.586,681 586,681 52.40 4.77 0.00 0.00 
Chemicals Total586,681 586,681 52.40 4.77 0.00 0.00 
EPE Capital Partners Ltd.1,313,231 1,313,231 9.19 0.84 0.00 0.00 
Closed End Investments Total1,313,231 1,313,231 9.19 0.84 0.00 0.00 
Aveng Ltd.566,916 566,916 3.70 0.34 0.00 0.00 
Construction and Materials Total566,916 566,916 3.70 0.34 0.00 0.00 
Consumer Services0.00 0.00 134.69 20.65 
Food & Drug Retailers Total0.00 0.00 134.69 20.65 
Premier Group Ltd.277,936 277,936 46.60 4.24 0.00 0.00 
RFG Holdings Ltd.424,184 424,184 9.82 0.89 0.00 0.00 
Tiger Brands Ltd.63,362 63,362 23.20 2.11 0.00 0.00 
Food Producers Total765,482 765,482 79.62 7.24 0.00 0.00 
Basic Materials0.00 0.00 90.40 13.86 
Forestry & Paper Total0.00 0.00 90.40 13.86 
Other Equities0.00 0.00 144.09 22.09 
General Equity Total0.00 0.00 144.09 22.09 
Financials0.00 0.00 135.05 20.70 
General Financial Total0.00 0.00 135.05 20.70 
Industrials0.00 0.00 30.93 4.74 
Mpact Ltd.521,747 521,747 11.74 1.07 0.00 0.00 
Nampak Ltd.2,874 2,874 1.55 0.14 0.00 0.00 
General Industrials Total524,621 524,621 13.29 1.21 30.93 4.74 
Health Care0.00 0.00 5.09 0.78 
Health Care Equipment & Services Total0.00 0.00 5.09 0.78 
Anglo American plc43,966 43,966 30.12 2.74 0.00 0.00 
Glencore plc456,902 456,902 41.65 3.79 0.00 0.00 
Industrial Metals and Mining Total500,868 500,868 71.77 6.53 0.00 0.00 
Adcorp Holdings Ltd.381,404 381,404 2.35 0.21 0.00 0.00 
Industrial Support Services Total381,404 381,404 2.35 0.21 0.00 0.00 
Grindrod Ltd.1,091,556 1,091,556 18.56 1.69 0.00 0.00 
Industrial Transportation Total1,091,556 1,091,556 18.56 1.69 0.00 0.00 
Brait plc4,297,489 4,297,489 9.58 0.87 0.00 0.00 
Brait plc1,129 1,129 0.85 0.08 0.00 0.00 
Coronation Fund Managers Ltd.203,077 203,077 9.50 0.86 0.00 0.00 
Ninety One plc688,119 688,119 33.22 3.02 0.00 0.00 
Reinet Investments SCA40,160 40,160 23.29 2.12 0.00 0.00 
Remgro Ltd.78,400 78,400 14.24 1.29 0.00 0.00 
Zeder Investments Ltd.5,339,825 5,339,825 6.67 0.61 0.00 0.00 
Investment Banking and Brokerage Services Total10,648,199 10,648,199 97.36 8.85 0.00 0.00 
Momentum Group Ltd.743,239 743,239 28.42 2.58 0.00 0.00 
Life Insurance Total743,239 743,239 28.42 2.58 0.00 0.00 
Caxton and CTP Publishers and Printers Ltd.911,508 911,508 12.01 1.09 0.00 0.00 
eMedia Holdings Ltd.0.00 0.00 0.00 0.00 
Media Total911,509 911,509 12.01 1.09 0.00 0.00 
OUTsurance Group Ltd.388,825 388,825 27.86 2.53 0.00 0.00 
Non-life Insurance Total388,825 388,825 27.86 2.53 0.00 0.00 
Shoprite Holdings Ltd.120,783 120,783 32.64 2.97 0.00 0.00 
Personal Care, Drug and Grocery Stores Total120,783 120,783 32.64 2.97 0.00 0.00 
Northam Platinum Holdings Ltd.90,259 90,259 30.43 2.77 0.00 0.00 
Pan African Resources plc1,527,466 1,527,466 41.13 3.74 0.00 0.00 
Sibanye Stillwater Ltd.128,274 128,274 7.76 0.71 0.00 0.00 
Valterra Platinum Ltd.31,257 31,257 44.06 4.01 0.00 0.00 
Precious Metals and Mining Total1,777,256 1,777,256 123.38 11.22 0.00 0.00 
Domestic Funds (Real Estate)0.00 0.00 46.34 7.10 
Real Estate Total0.00 0.00 46.34 7.10 
Lighthouse Properties plc1,030,121 1,030,121 8.70 0.79 0.00 0.00 
MAS plc1,281,157 1,281,157 28.94 2.63 0.00 0.00 
NEPI Rockcastle NV143,142 143,142 20.88 1.90 0.00 0.00 
Real Estate Investment and Services Total2,454,420 2,454,420 58.52 5.32 0.00 0.00 
Pepkor Holdings Ltd.792,361 792,361 20.96 1.91 0.00 0.00 
Retailers Total792,361 792,361 20.96 1.91 0.00 0.00 
Technology0.00 0.00 37.93 5.81 
Software & Computer Services Total0.00 0.00 37.93 5.81 
Naspers Ltd.48,251 48,251 53.29 4.85 0.00 0.00 
Prosus NV44,796 44,796 45.85 4.17 0.00 0.00 
Software and Computer Services Total93,047 93,047 99.14 9.02 0.00 0.00 
Southern Sun Ltd.7,630,248 7,630,248 78.13 7.11 0.00 0.00 
Sun International Ltd.768,253 768,253 29.69 2.70 0.00 0.00 
Tsogo Sun Ltd.517,200 517,200 3.62 0.33 0.00 0.00 
Travel and Leisure Total8,915,701 8,915,701 111.45 10.14 0.00 0.00 
Portfolio Total33,572,913 33,572,913 1,099.61 100.00 652.37 100.00