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Select BCI Global Equity Fund  |  Global-Equity-General
1.1705    -0.0093    (-0.788%)
NAV price (ZAR) Fri 24 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Autozone Incorporated-27 82 4.66 1.91 109 6.13 2.32 
Auto Total-27 82 4.66 1.91 109 6.13 2.32 
Nu Holdings Ltd10,072 10,072 2.31 0.95 0.00 0.00 
Banks Total10,072 10,072 2.31 0.95 0.00 0.00 
Cash on call5.07 2.07 13.52 5.12 
Cash on call Total5.07 2.07 13.52 5.12 
Alibaba Group Holdings Limited3,271 6.79 2.77 3,271 7.97 3.02 
Consumer Services Total3,271 6.79 2.77 3,271 7.97 3.02 
Accenture Ltd1,998 6.71 2.74 1,998 8.92 3.38 
Alphabet Inc A-861 1,506 7.01 2.86 2,367 12.29 4.65 
Booking Holdings105 7.35 3.01 105 9.42 3.57 
Crocs Inc1,680 3,686 5.02 2.05 2,006 2.88 1.09 
Deckers Outdoor Corporation3,891 6.29 2.57 3,891 6.76 2.56 
Netflix Inc3,152 3,152 4.99 2.04 0.00 0.00 
NVR Incorporated-15 0.00 0.00 15 1.82 0.69 
Tencent Holdings Ltd6,916 7.26 2.97 6,916 8.80 3.33 
Cyclical Goods & Services Total3,956 21,254 44.63 18.23 17,298 50.89 19.26 
Kla Tencor433 433 10.18 4.16 0.00 0.00 
Equities Total433 433 10.18 4.16 0.00 0.00 
Blackrock Inc459 7.29 2.98 459 8.22 3.11 
Blackstone Group LP2,715 5.15 2.11 2,715 6.95 2.63 
Mastercard Inc823 6.92 2.83 823 7.86 2.97 
MSCI Inc720 6.51 2.66 720 6.93 2.62 
Financial Services Total4,717 25.88 10.57 4,717 29.97 11.34 
Denmark - Currency0.00 0.00 0.04 0.01 
European - Currency9.84 4.02 0.47 0.18 
Hong Kong - Currency1.50 0.61 0.02 0.01 
Japan - Currency0.93 0.38 0.00 0.00 
Switzerland - Currency0.00 0.00 0.00 0.00 
United Kingdom - Currency0.00 0.00 0.00 0.00 
USA - Currency4.22 1.72 2.11 0.80 
For Currency Total16.49 6.74 2.64 1.00 
Denmark - Foreign Investments14,454 14,454 0.04 0.02 0.00 0.00 
Foreign - Equities17,465 17,465 5.22 2.13 8.91 3.37 
Foreign Invest Total31,919 31,919 5.26 2.15 8.91 3.37 
ASML Holding NV-160 379 8.25 3.37 539 9.64 3.65 
United Rentals, Inc.568 6.90 2.82 568 7.68 2.90 
Goods & Services Total-160 947 15.15 6.19 1,107 17.31 6.55 
AbbVie Inc2,420 8.77 3.58 2,420 9.19 3.48 
Novo-Nordisk A/S7,997 7,997 4.79 1.96 0.00 0.00 
Novozymes A/S-7,997 0.00 0.00 7,997 6.85 2.59 
Resmed Inc1,806 6.76 2.76 1,806 7.26 2.75 
Ulta Beauty Inc731 6.34 2.59 731 7.34 2.78 
United Health Group814 3.63 1.48 814 4.47 1.69 
Healthcare Total13,768 30.29 12.38 13,768 35.11 13.28 
Berkshire Hathaway Inc1,007 8.13 3.32 1,007 8.39 3.17 
Insurance Total1,007 8.13 3.32 1,007 8.39 3.17 
Adobe Systems1,391 5.71 2.33 1,391 8.11 3.07 
Amazon.Com-276 2,451 8.38 3.42 2,727 10.49 3.97 
Arista Networks Inc1,195 4,068 8.04 3.28 2,873 6.29 2.38 
Broadcom Corporation1,653 8.25 3.37 1,653 9.56 3.62 
Meta Platforms Inc757 6.91 2.82 757 8.34 3.15 
Microsoft Corporation233 1,359 8.30 3.39 1,126 9.08 3.43 
Qualcomm AG-2,924 0.00 0.00 2,924 8.40 3.18 
Salesforce.com Inc781 2,790 8.78 3.59 2,009 8.84 3.35 
ServiceNow Inc1,425 3,860 6.89 2.82 2,435 6.21 2.35 
SSC Technologies2,061 7,628 8.65 3.53 5,567 8.15 3.08 
Technology Total2,495 25,957 69.90 28.56 23,462 83.47 31.58 
Portfolio Total48,688 113,427 244.75 100.00 64,739 264.30 100.00