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Sasfin BCI Balanced Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
1.7190    0.00    (0.00%)
NAV price (ZAR) Mon 22 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.18,987 4.54 3.30 18,987 4.54 3.20 
FirstRand Ltd.35,912 3.17 2.30 35,912 3.26 2.29 
Standard Bank Group Ltd.9,821 2.96 2.15 9,821 2.85 2.01 
Banks Total64,720 10.66 7.76 64,720 10.66 7.49 
Anheuser-Busch InBev SA/NV960 1.13 0.82 960 1.03 0.72 
Beverages Total960 1.13 0.82 960 1.03 0.72 
SA Bond BNDS1.61 1.17 1.93 1.36 
SA Bond I20331,550,806 2.16 1.57 1,550,806 2.20 1.54 
SA Bond R20331,952,755 2.07 1.51 1,952,755 2.23 1.57 
SA Bond R20356,600,000 6.54 4.75 6,600,000 7.08 4.98 
SA Bond R20372,931,600 2.78 2.02 2,931,600 3.02 2.12 
SA Bond R20383,500,000 3.83 2.79 3,500,000 4.16 2.93 
SA Bond R20401,725,000 1.65 1.20 1,725,000 1.80 1.26 
SA Bond R20441,500,000 1.39 1.01 1,500,000 1.50 1.05 
SA Bond R20482,500,000 2.29 1.66 2,500,000 2.49 1.75 
SA Bond R2142,220,000 1.67 1.22 2,220,000 1.82 1.28 
Bond Total24,480,161 25.98 18.89 24,480,161 28.22 19.84 
iShares 7-10 Year Treasury Bond ETF-858 2,238 3.63 2.64 3,096 4.94 3.47 
iShares USD Treasury Bond 3-7yr UCITS ETF2,742 5.52 4.02 2,742 5.42 3.81 
Bonds Total-858 4,980 9.15 6.66 5,838 10.36 7.29 
Cash on call2.80 2.03 0.72 0.50 
Cash on call Total2.80 2.03 0.72 0.50 
Sasol Ltd.-6,448 0.00 0.00 6,448 0.68 0.48 
Chemicals Total-6,448 0.00 0.00 6,448 0.68 0.48 
PPC Ltd.120,000 293,429 1.74 1.27 173,429 0.97 0.68 
Wilson Bayly Holmes - Ovcon Ltd.9,121 1.40 1.02 9,121 1.52 1.07 
Construction and Materials Total120,000 302,550 3.14 2.29 182,550 2.49 1.75 
Reunert Ltd.17,600 1.14 0.83 17,600 1.10 0.77 
Electronic and Electrical Equipment Total17,600 1.14 0.83 17,600 1.10 0.77 
iShares China Large-Cap ETF1,600 1,600 2.75 2.00 0.00 0.00 
iShares MSCI Europe Index Fund2,936 2.10 1.52 2,936 2.09 1.47 
Sasfin Global Equity Fund A86,367 2.35 1.71 86,367 2.64 1.86 
Equities Total1,600 90,903 7.20 5.23 89,303 4.74 3.33 
NewGold-4,970 3.58 2.61 4,970 3.30 2.32 
Exchange Traded Funds Total-4,970 3.58 2.61 4,970 3.30 2.32 
European - Currency0.03 0.02 0.03 0.02 
United Kingdom - Currency0.10 0.07 0.10 0.07 
USA - Currency0.08 0.05 0.81 0.57 
For Currency Total0.21 0.15 0.94 0.66 
Foreign - Unit Trusts0.00 0.00 2.92 2.05 
Foreign Invest Total0.00 0.00 2.92 2.05 
Otto1890 FR Flexible Income - B-1,827,716 3,877,786 4.24 3.09 5,705,502 6.44 4.53 
Income Total-1,827,716 3,877,786 4.24 3.09 5,705,502 6.44 4.53 
Anglo American plc2,444 1.75 1.27 2,444 1.67 1.18 
BHP Group Ltd.4,602 2.78 2.02 4,602 2.33 1.64 
Glencore plc15,324 1.95 1.42 15,324 1.40 0.98 
Kumba Iron Ore Ltd.5,828 1.86 1.35 5,828 2.05 1.44 
Industrial Metals and Mining Total28,198 8.34 6.07 28,198 7.45 5.24 
Berkshire Hathaway Inc507 4.09 2.98 507 4.22 2.97 
Insurance Total507 4.09 2.98 507 4.22 2.97 
Reinet Investments SCA2,737 1.50 1.09 2,737 1.59 1.12 
Remgro Ltd.15,158 2.85 2.07 15,158 2.75 1.94 
Investment Banking and Brokerage Services Total17,895 4.34 3.16 17,895 4.34 3.05 
Old Mutual Ltd.150,000 2.08 1.51 150,000 2.24 1.57 
Life Insurance Total150,000 2.08 1.51 150,000 2.24 1.57 
Otto1890 FR High Grade MM - E-78,843 0.00 0.00 78,844 0.08 0.06 
Money Market Total-78,843 0.00 0.00 78,844 0.08 0.06 
iShares Core MSCI World UCITS ETF9,181 19.40 14.11 9,181 19.91 14.00 
Offshore Intern Total9,181 19.40 14.11 9,181 19.91 14.00 
Exxaro Resources Ltd.11,228 2.50 1.82 11,228 2.01 1.41 
Oil, Gas and Coal Total11,228 2.50 1.82 11,228 2.01 1.41 
Dis-Chem Pharmacies Ltd.54,995 2.04 1.48 54,995 1.92 1.35 
Personal Care, Drug and Grocery Stores Total54,995 2.04 1.48 54,995 1.92 1.35 
Compagnie Financière Richemont SA695 2.04 1.48 695 2.52 1.77 
Personal Goods Total695 2.04 1.48 695 2.52 1.77 
AngloGold Ashanti plc288 288 0.46 0.34 0.00 0.00 
Northam Platinum Holdings Ltd.2,110 2,110 0.71 0.52 0.00 0.00 
Precious Metals and Mining Total2,398 2,398 1.18 0.86 0.00 0.00 
Fortress Real Estate Investments Ltd.3,472 89,805 1.98 1.44 86,333 2.06 1.45 
NEPI Rockcastle NV8,348 1.14 0.83 8,348 1.22 0.86 
Real Estate Investment and Services Total3,472 98,153 3.12 2.27 94,681 3.28 2.31 
Attacq Ltd.39,058 0.64 0.46 39,058 0.64 0.45 
Growthpoint Properties Ltd.116,039 1.86 1.36 116,039 1.99 1.40 
Vukile Property Fund Ltd.119,191 2.63 1.91 119,191 2.98 2.10 
Real Estate Investment Trusts Total274,288 5.13 3.73 274,288 5.61 3.94 
Mr Price Group Ltd.5,199 0.79 0.57 5,199 0.91 0.64 
Retailers Total5,199 0.79 0.57 5,199 0.91 0.64 
Naspers Ltd.6,747 5.79 4.21 6,747 7.45 5.24 
Software and Computer Services Total6,747 5.79 4.21 6,747 7.45 5.24 
MTN Group Ltd.15,947 3.08 2.24 15,947 2.70 1.90 
Telecommunications Service Providers Total15,947 3.08 2.24 15,947 2.70 1.90 
British American Tobacco plc2,052 2.08 1.51 2,052 1.96 1.38 
Tobacco Total2,052 2.08 1.51 2,052 1.96 1.38 
Spur Corporation Ltd.30,543 1.19 0.87 30,543 1.17 0.82 
Sun International Ltd.22,160 1.06 0.77 22,160 0.86 0.60 
Travel and Leisure Total52,703 2.25 1.64 52,703 2.03 1.42 
Portfolio Total-1,791,365 29,569,847 137.49 100.00 31,361,212 142.22 100.00