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Stonehage Fleming Equity Prescient Fund  |  South African-Equity-General
15.7524    +0.0959    (+0.613%)
NAV price (ZAR) Mon 8 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Capitec Bank Holdings Ltd.-2,937 9,345 38.52 4.87 12,282 51.04 6.01 
FirstRand Ltd.-38,951 418,402 37.12 4.69 457,353 41.50 4.89 
Standard Bank Group Ltd.-8,492 117,037 35.63 4.50 125,529 36.45 4.30 
Banks Total-50,380 544,784 111.28 14.06 595,164 129.00 15.20 
Anheuser-Busch InBev SA/NV-1,314 23,217 27.36 3.46 24,531 26.26 3.09 
Beverages Total-1,314 23,217 27.36 3.46 24,531 26.26 3.09 
Cash on call11.64 1.47 5.92 0.70 
Cash on call Total11.64 1.47 5.92 0.70 
AVI Ltd.-14,767 282,675 29.36 3.71 297,442 31.38 3.70 
Food Producers Total-14,767 282,675 29.36 3.71 297,442 31.38 3.70 
Mondi plc-62,684 0.00 0.00 62,684 12.76 1.50 
The Bidvest Group Ltd.171,445 39.01 4.93 171,445 40.72 4.80 
General Industrials Total-62,684 171,445 39.01 4.93 234,129 53.48 6.30 
Afrimat Ltd.166,051 166,051 6.08 0.77 0.00 0.00 
Anglo American plc21,467 15.51 1.96 21,467 14.71 1.73 
BHP Group Ltd.63,103 38.24 4.83 63,103 32.00 3.77 
Industrial Metals and Mining Total166,051 250,621 59.83 7.56 84,570 46.71 5.50 
PSG Financial Services Ltd.-399,408 1,065,248 28.43 3.59 1,464,656 39.91 4.70 
Reinet Investments SCA-10,065 43,604 24.12 3.05 53,669 31.13 3.67 
Remgro Ltd.97,866 18.45 2.33 97,866 17.77 2.09 
Investment Banking and Brokerage Services Total-409,473 1,206,718 71.00 8.97 1,616,191 88.81 10.46 
Sanlam Ltd.241,900 21.52 2.72 241,900 23.82 2.81 
Life Insurance Total241,900 21.52 2.72 241,900 23.82 2.81 
OUTsurance Group Ltd.114,997 191,368 13.32 1.68 76,371 5.47 0.64 
Santam Ltd.-2,259 64,240 25.17 3.18 66,499 28.42 3.35 
Non-life Insurance Total112,738 255,608 38.49 4.87 142,870 33.90 3.99 
Bid Corporation Ltd.109,789 44.75 5.66 109,789 46.32 5.46 
Boxer Retail Ltd.29,012 440,040 33.04 4.18 411,028 29.33 3.46 
Clicks Group Ltd.25,871 134,134 38.83 4.91 108,263 36.44 4.29 
Dis-Chem Pharmacies Ltd.519,404 19.33 2.44 519,404 18.18 2.14 
Shoprite Holdings Ltd.-17,965 178,937 49.35 6.24 196,902 53.21 6.27 
Personal Care, Drug and Grocery Stores Total36,918 1,382,304 185.30 23.42 1,345,386 183.47 21.62 
Compagnie Financière Richemont SA12,976 38.39 4.85 12,976 47.06 5.55 
Personal Goods Total12,976 38.39 4.85 12,976 47.06 5.55 
Pepkor Holdings Ltd.139,250 1,920,973 43.41 5.49 1,781,723 47.13 5.55 
Retailers Total139,250 1,920,973 43.41 5.49 1,781,723 47.13 5.55 
Naspers Ltd.4,687 49,162 42.38 5.36 44,475 49.12 5.79 
Prosus NV7,181 69,334 53.29 6.74 62,153 63.61 7.50 
Software and Computer Services Total11,868 118,496 95.67 12.09 106,628 112.74 13.28 
Southern Sun Ltd.1,857,219 18.94 2.39 1,857,219 19.02 2.24 
Travel and Leisure Total1,857,219 18.94 2.39 1,857,219 19.02 2.24 
Portfolio Total-71,793 8,268,936 791.21 100.00 8,340,729 848.70 100.00