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Stonehage Fleming Equity Prescient Fund  |  South African-Equity-General
16.1995    +0.0628    (+0.389%)
NAV price (ZAR) Wed 17 Dec 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Capitec Bank Holdings Ltd.13,383 13,383 46.49 5.77 0.00 0.00 
FirstRand Ltd.486,853 486,853 37.81 4.70 0.00 0.00 
Standard Bank Group Ltd.133,056 133,056 31.45 3.91 0.00 0.00 
Banks Total633,292 633,292 115.75 14.38 0.00 0.00 
Consumer Goods0.00 0.00 111.71 13.36 
Anheuser-Busch InBev SA/NV24,531 24,531 25.19 3.13 0.00 0.00 
Beverages Total24,531 24,531 25.19 3.13 111.71 13.36 
0.00 0.00 6.74 0.81 
Cash on call10.73 1.33 0.00 0.00 
Cash on call Total10.73 1.33 6.74 0.81 
Consumer Services0.00 0.00 243.11 29.07 
Food & Drug Retailers Total0.00 0.00 243.11 29.07 
AVI Ltd.297,442 297,442 29.42 3.65 0.00 0.00 
Food Producers Total297,442 297,442 29.42 3.65 0.00 0.00 
Basic Materials0.00 0.00 29.53 3.53 
Forestry & Paper Total0.00 0.00 29.53 3.53 
Other Equities0.00 0.00 65.99 7.89 
General Equity Total0.00 0.00 65.99 7.89 
Financials0.00 0.00 247.87 29.64 
General Financial Total0.00 0.00 247.87 29.64 
Industrials0.00 0.00 60.14 7.19 
Mondi plc62,684 62,684 14.77 1.83 0.00 0.00 
The Bidvest Group Ltd.171,445 171,445 36.32 4.51 0.00 0.00 
General Industrials Total234,129 234,129 51.09 6.34 60.14 7.19 
Anglo American plc21,467 21,467 13.88 1.72 0.00 0.00 
BHP Group Ltd.63,103 63,103 30.08 3.74 0.00 0.00 
Industrial Metals and Mining Total84,570 84,570 43.96 5.46 0.00 0.00 
PSG Financial Services Ltd.1,542,737 1,542,737 35.17 4.37 0.00 0.00 
Reinet Investments SCA58,742 58,742 29.66 3.68 0.00 0.00 
Remgro Ltd.97,866 97,866 16.42 2.04 0.00 0.00 
Investment Banking and Brokerage Services Total1,699,345 1,699,345 81.25 10.09 0.00 0.00 
Sanlam Ltd.241,900 241,900 20.22 2.51 0.00 0.00 
Life Insurance Total241,900 241,900 20.22 2.51 0.00 0.00 
eMedia Holdings Ltd.41,068 41,068 0.07 0.01 0.00 0.00 
Media Total41,068 41,068 0.07 0.01 0.00 0.00 
OUTsurance Group Ltd.76,371 76,371 5.48 0.68 0.00 0.00 
Santam Ltd.66,499 66,499 25.13 3.12 0.00 0.00 
Non-life Insurance Total142,870 142,870 30.60 3.80 0.00 0.00 
Bid Corporation Ltd.99,606 99,606 43.05 5.35 0.00 0.00 
Boxer Retail Ltd.331,197 331,197 22.91 2.84 0.00 0.00 
Clicks Group Ltd.84,604 84,604 29.82 3.70 0.00 0.00 
Dis-Chem Pharmacies Ltd.637,058 637,058 20.86 2.59 0.00 0.00 
Shoprite Holdings Ltd.184,176 184,176 50.47 6.27 0.00 0.00 
Personal Care, Drug and Grocery Stores Total1,336,641 1,336,641 167.10 20.75 0.00 0.00 
Compagnie Financière Richemont SA12,976 12,976 42.42 5.27 0.00 0.00 
Personal Goods Total12,976 12,976 42.42 5.27 0.00 0.00 
Pepkor Holdings Ltd.1,671,625 1,671,625 40.64 5.05 0.00 0.00 
Retailers Total1,671,625 1,671,625 40.64 5.05 0.00 0.00 
Technology0.00 0.00 71.06 8.50 
Software & Computer Services Total0.00 0.00 71.06 8.50 
Naspers Ltd.8,895 8,895 55.64 6.91 0.00 0.00 
Prosus NV62,153 62,153 75.25 9.35 0.00 0.00 
Software and Computer Services Total71,048 71,048 130.88 16.25 0.00 0.00 
Southern Sun Ltd.1,857,219 1,857,219 15.88 1.97 0.00 0.00 
Travel and Leisure Total1,857,219 1,857,219 15.88 1.97 0.00 0.00 
Portfolio Total8,348,656 8,348,656 805.21 100.00 836.15 100.00