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Sasfin BCI Balanced Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
1.6764    +0.0002    (+0.012%)
NAV price (ZAR) Wed 29 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-2,403 18,987 4.54 3.20 21,390 3.87 2.72 
FirstRand Ltd.35,912 3.26 2.29 35,912 2.80 1.96 
Standard Bank Group Ltd.9,821 2.85 2.01 9,821 2.32 1.63 
Banks Total-2,403 64,720 10.66 7.49 67,123 8.99 6.31 
Anheuser-Busch InBev SA/NV960 1.03 0.72 960 0.99 0.70 
Beverages Total960 1.03 0.72 960 0.99 0.70 
SA Bond BNDS1.93 1.36 1.93 1.35 
SA Bond I20331,550,806 2.20 1.54 1,550,806 2.08 1.46 
SA Bond R20331,952,755 1,952,755 2.23 1.57 0.00 0.00 
SA Bond R20356,600,000 7.08 4.98 6,600,000 6.54 4.59 
SA Bond R20372,931,600 3.02 2.12 2,931,600 2.74 1.93 
SA Bond R20383,500,000 3,500,000 4.16 2.93 0.00 0.00 
SA Bond R20401,725,000 1.80 1.26 1,725,000 1.61 1.13 
SA Bond R20441,500,000 1.50 1.05 1,500,000 1.33 0.93 
SA Bond R20482,500,000 2.49 1.75 2,500,000 2.18 1.53 
SA Bond R2142,220,000 1.82 1.28 2,220,000 1.62 1.14 
Bond Total5,452,755 24,480,161 28.22 19.84 19,027,406 20.03 14.07 
iShares 7-10 Year Treasury Bond ETF3,096 4.94 3.47 3,096 5.16 3.63 
iShares USD Treasury Bond 3-7yr UCITS ETF2,742 5.42 3.81 2,742 5.66 3.98 
Bonds Total5,838 10.36 7.29 5,838 10.82 7.61 
Cash on call0.72 0.50 0.53 0.37 
Cash on call Total0.72 0.50 0.53 0.37 
Sasol Ltd.6,448 0.68 0.48 6,448 0.69 0.49 
Chemicals Total6,448 0.68 0.48 6,448 0.69 0.49 
PPC Ltd.173,429 0.97 0.68 173,429 0.94 0.66 
Wilson Bayly Holmes - Ovcon Ltd.2,467 9,121 1.52 1.07 6,654 1.00 0.70 
Construction and Materials Total2,467 182,550 2.49 1.75 180,083 1.93 1.36 
Bond Derivative0.00 0.00 5.89 4.14 
Derivatives Total0.00 0.00 5.89 4.14 
Reunert Ltd.17,600 1.10 0.77 17,600 0.94 0.66 
Electronic and Electrical Equipment Total17,600 1.10 0.77 17,600 0.94 0.66 
iShares MSCI Europe Index Fund2,936 2.09 1.47 2,936 2.06 1.45 
Sasfin Global Equity Fund A86,367 2.64 1.86 86,367 2.75 1.93 
Equities Total89,303 4.74 3.33 89,303 4.81 3.38 
NewGold4,970 3.30 2.32 4,970 3.03 2.13 
Exchange Traded Funds Total4,970 3.30 2.32 4,970 3.03 2.13 
European - Currency0.03 0.02 0.02 0.01 
United Kingdom - Currency0.10 0.07 0.09 0.07 
USA - Currency0.81 0.57 0.29 0.20 
For Currency Total0.94 0.66 0.41 0.29 
Foreign - Unit Trusts2.92 2.05 3.26 2.29 
Foreign Invest Total2.92 2.05 3.26 2.29 
Otto1890 BCI Flexible Income - B-4,061,377 5,705,502 6.44 4.53 9,766,879 10.68 7.50 
Income Total-4,061,377 5,705,502 6.44 4.53 9,766,879 10.68 7.50 
Anglo American plc2,444 1.67 1.18 2,444 1.58 1.11 
BHP Group Ltd.1,064 4,602 2.33 1.64 3,538 1.69 1.19 
Glencore plc15,324 1.40 0.98 15,324 1.23 0.86 
Kumba Iron Ore Ltd.5,828 2.05 1.44 5,828 1.90 1.34 
Industrial Metals and Mining Total1,064 28,198 7.45 5.24 27,134 6.40 4.49 
Berkshire Hathaway Inc507 4.22 2.97 507 4.37 3.07 
Insurance Total507 4.22 2.97 507 4.37 3.07 
Reinet Investments SCA2,737 1.59 1.12 2,737 1.38 0.97 
Remgro Ltd.15,158 2.75 1.94 15,158 2.56 1.80 
Investment Banking and Brokerage Services Total17,895 4.34 3.05 17,895 3.94 2.77 
Old Mutual Ltd.150,000 2.24 1.57 150,000 2.00 1.40 
Life Insurance Total150,000 2.24 1.57 150,000 2.00 1.40 
eMedia Holdings Ltd.-6,360 0.00 0.00 6,360 0.01 0.01 
Media Total-6,360 0.00 0.00 6,360 0.01 0.01 
Otto1890 BCI High Grade MM - E-2,603,696 78,844 0.08 0.06 2,682,540 2.70 1.89 
Money Market Total-2,603,696 78,844 0.08 0.06 2,682,540 2.70 1.89 
iShares Core MSCI World UCITS ETF-453 9,181 19.91 14.00 9,634 20.97 14.73 
Offshore Intern Total-453 9,181 19.91 14.00 9,634 20.97 14.73 
Exxaro Resources Ltd.11,228 2.01 1.41 11,228 2.01 1.41 
Oil, Gas and Coal Total11,228 2.01 1.41 11,228 2.01 1.41 
Dis-Chem Pharmacies Ltd.28,595 54,995 1.92 1.35 26,400 0.86 0.61 
Personal Care, Drug and Grocery Stores Total28,595 54,995 1.92 1.35 26,400 0.86 0.61 
Compagnie Financière Richemont SA695 2.52 1.77 695 2.27 1.60 
Personal Goods Total695 2.52 1.77 695 2.27 1.60 
Fortress Real Estate Investments Ltd.86,333 2.06 1.45 86,333 1.97 1.38 
NEPI Rockcastle NV585 8,348 1.22 0.86 7,763 1.07 0.75 
Real Estate Investment and Services Total585 94,681 3.28 2.31 94,096 3.04 2.14 
Attacq Ltd.39,058 0.64 0.45 39,058 0.54 0.38 
Growthpoint Properties Ltd.-29,121 116,039 1.99 1.40 145,160 2.14 1.51 
Vukile Property Fund Ltd.119,191 2.98 2.10 119,191 2.49 1.75 
Real Estate Investment Trusts Total-29,121 274,288 5.61 3.94 303,409 5.17 3.63 
Mr Price Group Ltd.5,199 5,199 0.91 0.64 0.00 0.00 
Retailers Total5,199 5,199 0.91 0.64 0.00 0.00 
Naspers Ltd.5,304 6,747 7.45 5.24 1,443 9.09 6.39 
Software and Computer Services Total5,304 6,747 7.45 5.24 1,443 9.09 6.39 
MTN Group Ltd.-3,224 15,947 2.70 1.90 19,171 2.69 1.89 
Telecommunications Service Providers Total-3,224 15,947 2.70 1.90 19,171 2.69 1.89 
British American Tobacco plc2,052 1.96 1.38 2,052 1.87 1.31 
Tobacco Total2,052 1.96 1.38 2,052 1.87 1.31 
Spur Corporation Ltd.30,543 1.17 0.82 30,543 1.04 0.73 
Sun International Ltd.22,160 0.86 0.60 22,160 0.89 0.63 
Travel and Leisure Total52,703 2.03 1.42 52,703 1.93 1.36 
Portfolio Total-1,210,665 31,361,212 142.22 100.00 32,571,877 142.33 100.00