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Sanlam Investment Management SCI Inflation Plus Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
6.2408    -0.0092    (-0.147%)
NAV price (ZAR) Wed 29 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.25,916 105,112 25.35 0.26 79,196 18.96 0.19 
Capitec Bank Holdings Ltd.3,244 11,534 47.55 0.48 8,290 34.45 0.34 
FirstRand Ltd.336,771 803,444 69.21 0.70 466,673 42.35 0.42 
Investec Ltd.16,315 29,385 3.75 0.04 13,070 1.60 0.02 
Investec plc24,102 40,890 5.29 0.05 16,788 2.05 0.02 
Nedbank Group Ltd.8,032 58,570 15.62 0.16 50,538 13.46 0.13 
Standard Bank Group Ltd.72,382 202,053 61.52 0.63 129,671 37.66 0.37 
Banks Total486,762 1,250,988 228.28 2.32 764,226 150.52 1.48 
Anheuser-Busch InBev SA/NV2,936 11,481 13.53 0.14 8,545 9.15 0.09 
Beverages Total2,936 11,481 13.53 0.14 8,545 9.15 0.09 
SA Bond ABFN235,000,000 5.12 0.05 5,000,000 5.13 0.05 
SA Bond ABFN3010,000,000 10,000,000 10.19 0.10 0.00 0.00 
SA Bond ASN508-77,599 36,088,399 36.58 0.37 36,165,998 36.36 0.36 
SA Bond CLN7425,000,000 55,000,000 55.02 0.56 50,000,000 50.01 0.49 
SA Bond FRB301,624,000 7,694,000 7.97 0.08 6,070,000 6.18 0.06 
SA Bond FRJ2725,000,000 85,000,000 87.26 0.89 60,000,000 61.76 0.61 
SA Bond FRJ2916,270,000 16.90 0.17 16,270,000 16.86 0.17 
SA Bond FRJ3025,000,000 25.44 0.26 25,000,000 25.47 0.25 
SA Bond FRJ3110,000,000 10.09 0.10 10,000,000 10.09 0.10 
SA Bond FRX269,000,000 9.07 0.09 9,000,000 9.38 0.09 
SA Bond I2031-68,718,404 300,361,123 340.12 3.46 369,079,527 420.86 4.14 
SA Bond NBK20A788,000 25,980,000 27.00 0.27 25,192,000 25.76 0.25 
SA Bond NBK27A5,000,000 5,000,000 5.24 0.05 0.00 0.00 
SA Bond NBK47B5,000,000 5.15 0.05 5,000,000 5.17 0.05 
SA Bond NBKB5814,440,000 14.78 0.15 14,440,000 14.80 0.15 
SA Bond R187-388,638,515 0.00 0.00 388,638,515 402.23 3.96 
SA Bond R188-388,638,513 0.00 0.00 388,638,513 414.81 4.08 
SA Bond R2030413,386,600 576,536,600 578.03 5.87 163,150,000 172.37 1.70 
SA Bond R20322,240,000 98,028,000 95.78 0.97 95,788,000 100.32 0.99 
SA Bond R20352,267,000 223,480,729 221.48 2.25 221,213,729 237.40 2.34 
SA Bond R2037487,477,000 627,061,074 595.09 6.05 139,584,074 143.79 1.41 
SA Bond R203843,095,000 43,095,000 47.21 0.48 0.00 0.00 
SA Bond R20402,880,000 63,673,985 60.89 0.62 60,793,985 63.34 0.62 
SA Bond R20445,470,000 243,671,000 224.93 2.29 238,201,000 238.04 2.34 
SA Bond R2091,101,000 100,127,368 80.51 0.82 99,026,368 86.24 0.85 
SA Bond R213183,000 98,769,192 93.19 0.95 98,586,192 98.76 0.97 
SA Bond SBS201,218,000 52,096,000 54.25 0.55 50,878,000 52.11 0.51 
SA Bond SBS6715,000,000 15.37 0.16 15,000,000 15.33 0.15 
SA Bond TNG324,008,000 58,644,000 61.15 0.62 54,636,000 61.26 0.60 
SIM SCI Institutional Global Bond - B21,300,534 37,787,309 435.15 4.42 36,486,775 439.17 4.32 
Bond Total165,965,103 2,847,803,779 3,218.95 32.71 2,681,838,676 3,212.98 31.61 
Cash on call823.85 8.37 1,759.73 17.31 
Margin Account65.41 0.66 116.31 1.14 
Cash on call Total889.26 9.04 1,876.04 18.46 
AECI Ltd.12,511 12,511 1.43 0.01 0.00 0.00 
Omnia Holdings Ltd.19,194 19,194 1.83 0.02 0.00 0.00 
Sasol Ltd.-7,719 69,935 15.76 0.16 77,654 8.25 0.08 
Chemicals Total23,986 101,640 19.02 0.19 77,654 8.25 0.08 
PPC Ltd.-431,320 0.00 0.00 431,320 2.41 0.02 
Raubex Group Ltd.-3,281 22,093 1.08 0.01 25,374 1.13 0.01 
Wilson Bayly Holmes - Ovcon Ltd.-2,791 7,201 1.12 0.01 9,992 1.67 0.02 
Construction and Materials Total-437,392 29,294 2.19 0.02 466,686 5.21 0.05 
Advtech Ltd.57,058 57,058 2.41 0.02 0.00 0.00 
Curro Holdings Ltd.-90,212 0.00 0.00 90,212 1.29 0.01 
Stadio Holdings Ltd.-3,458 0.00 0.00 3,458 0.05 0.00 
Consumer Services Total-36,612 57,058 2.41 0.02 93,670 1.34 0.01 
Bond Derivative0.00 0.00 -65.61 -0.65 
Equity Derivative-311.26 -3.16 -477.30 -4.70 
Derivatives Total-311.26 -3.16 -542.91 -5.34 
Reunert Ltd.-5,119 18,917 1.23 0.01 24,036 1.50 0.01 
Electronic and Electrical Equipment Total-5,119 18,917 1.23 0.01 24,036 1.50 0.01 
Satrix MSCI World Feeder ETF5,718,399 608.94 6.19 5,718,399 611.62 6.02 
Exchange Traded Funds Total5,718,399 608.94 6.19 5,718,399 611.62 6.02 
SIM Inflation Beater - Z2,585,358 136,149,110 253.37 2.57 133,563,752 250.94 2.47 
Flexible Total2,585,358 136,149,110 253.37 2.57 133,563,752 250.94 2.47 
Astral Foods Ltd.-3,449 4,745 1.21 0.01 8,194 2.19 0.02 
AVI Ltd.12,474 41,104 4.27 0.04 28,630 3.02 0.03 
Oceana Group Ltd.-213 0.00 0.00 213 0.01 0.00 
Premier Group Ltd.-4,860 0.00 0.00 4,860 0.81 0.01 
Tiger Brands Ltd.9,847 18,754 5.61 0.06 8,907 3.26 0.03 
Tongaat Hulett Ltd.353,336 0.00 0.00 353,336 0.00 0.00 
Food Producers Total13,799 417,939 11.09 0.11 404,140 9.29 0.09 
USA - Currency47.63 0.48 46.07 0.45 
For Currency Total47.63 0.48 46.07 0.45 
Sanlam Investment Management Medium Equity - B3273,530 8,204,458 108.99 1.11 7,930,928 111.50 1.10 
General Equity Total273,530 8,204,458 108.99 1.11 7,930,928 111.50 1.10 
KAP Ltd.-1,613,333 0.00 0.00 1,613,333 3.10 0.03 
Mondi plc24,877 34,864 6.68 0.07 9,987 2.03 0.02 
The Bidvest Group Ltd.25,497 54,655 12.44 0.13 29,158 6.92 0.07 
General Industrials Total-1,562,959 89,519 19.12 0.19 1,652,478 12.06 0.12 
Life Healthcare Group Holdings Ltd.-48,497 167,639 1.94 0.02 216,136 2.46 0.02 
Netcare Ltd.72,859 164,401 2.72 0.03 91,542 1.45 0.01 
Health Care Providers Total24,362 332,040 4.65 0.05 307,678 3.91 0.04 
SIM Institutional Income Plus - C1,872,303 130,795,720 1,363.51 13.85 128,923,417 1,364.27 13.42 
Income Total1,872,303 130,795,720 1,363.51 13.85 128,923,417 1,364.27 13.42 
Sappi Ltd.59,490 74,728 1.26 0.01 15,238 0.37 0.00 
Industrial Materials Total59,490 74,728 1.26 0.01 15,238 0.37 0.00 
African Rainbow Minerals Ltd.7,469 12,658 2.92 0.03 5,189 1.03 0.01 
Anglo American plc6,932 35,885 25.84 0.26 28,953 19.84 0.20 
BHP Group Ltd.18,487 25,400 15.39 0.16 6,913 3.51 0.03 
Glencore plc30,955 132,602 16.97 0.17 101,647 9.27 0.09 
Kumba Iron Ore Ltd.5,565 6,685 2.13 0.02 1,120 0.39 0.00 
South32 Ltd.28,099 28,099 1.43 0.01 0.00 0.00 
Industrial Metals and Mining Total97,507 241,329 64.69 0.66 143,822 34.03 0.33 
Hudaco Industries Ltd.-4,329 0.00 0.00 4,329 0.89 0.01 
Industrial Support Services Total-4,329 0.00 0.00 4,329 0.89 0.01 
Grindrod Ltd.10,718 74,961 1.41 0.01 64,243 1.09 0.01 
Industrial Transportation Total10,718 74,961 1.41 0.01 64,243 1.09 0.01 
Alexander Forbes Group Holdings Ltd.-305,624 0.00 0.00 305,624 2.38 0.02 
Coronation Fund Managers Ltd.35,225 35,225 1.56 0.02 0.00 0.00 
JSE Ltd.59,906 59,906 9.57 0.10 0.00 0.00 
Ninety One Ltd.-3,339 0.00 0.00 3,339 0.16 0.00 
PSG Financial Services Ltd.196,931 204,840 5.47 0.06 7,909 0.22 0.00 
Quilter plc69,004 86,079 3.40 0.03 17,075 0.69 0.01 
Reinet Investments SCA-1,830 16,462 9.10 0.09 18,292 10.61 0.10 
Remgro Ltd.49,442 75,893 14.31 0.15 26,451 4.80 0.05 
Investment Banking and Brokerage Services Total99,715 478,405 43.40 0.44 378,690 18.86 0.19 
Discovery Ltd.52,369 106,799 26.52 0.27 54,430 12.39 0.12 
Momentum Group Ltd.107,353 161,170 5.79 0.06 53,817 2.06 0.02 
Old Mutual Ltd.175,152 524,588 7.24 0.07 349,436 5.21 0.05 
Sanlam Ltd.115,900 278,160 24.75 0.25 162,260 15.98 0.16 
Life Insurance Total450,774 1,070,717 64.30 0.65 619,943 35.63 0.35 
eMedia Holdings Ltd.-11,098 0.00 0.00 11,098 0.02 0.00 
Media Total-11,098 0.00 0.00 11,098 0.02 0.00 
0.00 0.00 243.40 2.39 
Money Market - 1 month duration0.00 0.00 14.05 0.14 
Money Market - 11 months duration11.15 0.11 0.00 0.00 
Money Market - 14 months duration0.00 0.00 11.43 0.11 
Money Market - 15 months duration27.00 0.27 0.00 0.00 
Money Market - 16 months duration31.09 0.32 0.00 0.00 
Money Market - 17 months duration1.02 0.01 0.00 0.00 
Money Market - 18 months duration68.68 0.70 26.76 0.26 
Money Market - 19 months duration0.00 0.00 12.33 0.12 
Money Market - 2 months duration0.00 0.00 6.38 0.06 
Money Market - 20 months duration0.00 0.00 13.80 0.14 
Money Market - 21 months duration0.00 0.00 83.36 0.82 
Money Market - 23 months duration11.99 0.12 0.00 0.00 
Money Market - 24 months duration0.00 0.00 251.01 2.47 
Money Market - 26 months duration69.31 0.70 11.99 0.12 
Money Market - 28 months duration496.24 5.04 0.00 0.00 
Money Market - 29 months duration122.67 1.25 69.23 0.68 
Money Market - 3 months duration0.00 0.00 31.56 0.31 
Money Market - 31 months duration0.00 0.00 505.97 4.98 
Money Market - 5 months duration277.00 2.81 0.00 0.00 
Money Market - 8 months duration0.00 0.00 285.13 2.80 
Money Market Instrument1,394.40 14.17 856.20 8.42 
Money Market Total2,510.56 25.51 2,422.61 23.83 
OUTsurance Group Ltd.59,206 106,306 7.40 0.08 47,100 3.38 0.03 
Santam Ltd.21,276 24,567 9.63 0.10 3,291 1.41 0.01 
Non-life Insurance Total80,482 130,873 17.03 0.17 50,391 4.78 0.05 
Exxaro Resources Ltd.22,181 28,049 6.30 0.06 5,868 1.05 0.01 
Thungela Resources Ltd.4,967 10,455 1.75 0.02 5,488 0.53 0.01 
Oil, Gas and Coal Total27,148 38,504 8.05 0.08 11,356 1.58 0.02 
SCI Institutional Special Opportunity-355,426 0.00 0.00 355,426 17.48 0.17 
Other Total-355,426 0.00 0.00 355,426 17.48 0.17 
Bid Corporation Ltd.34,362 61,133 24.92 0.25 26,771 11.29 0.11 
Boxer Retail Ltd.-24,479 18,782 1.41 0.01 43,261 3.09 0.03 
Clicks Group Ltd.28,792 28,792 8.33 0.08 0.00 0.00 
Dis-Chem Pharmacies Ltd.17,831 61,560 2.29 0.02 43,729 1.53 0.02 
Pick n Pay Stores Ltd.-136,711 65,293 1.25 0.01 202,004 5.03 0.05 
Shoprite Holdings Ltd.51,391 98,990 27.30 0.28 47,599 12.86 0.13 
The SPAR Group Ltd.8,729 24,279 1.52 0.02 15,550 1.49 0.01 
Personal Care, Drug and Grocery Stores Total-20,085 358,829 67.02 0.68 378,914 35.29 0.35 
Compagnie Financière Richemont SA2,980 6,697 19.81 0.20 3,717 13.48 0.13 
Personal Goods Total2,980 6,697 19.81 0.20 3,717 13.48 0.13 
Aspen Pharmacare Holdings Ltd.18,449 43,564 5.72 0.06 25,115 2.93 0.03 
Pharmaceuticals and Biotechnology Total18,449 43,564 5.72 0.06 25,115 2.93 0.03 
AngloGold Ashanti plc13,224 47,139 77.42 0.79 33,915 48.61 0.48 
DRDGOLD Ltd.56,465 56,465 2.79 0.03 0.00 0.00 
Gold Fields Ltd.34,422 118,338 90.00 0.91 83,916 60.90 0.60 
Harmony Gold Mining Company Ltd.20,503 71,904 18.41 0.19 51,401 17.33 0.17 
Impala Platinum Holdings Ltd.41,989 118,160 28.23 0.29 76,171 19.96 0.20 
Northam Platinum Holdings Ltd.475 46,896 15.95 0.16 46,421 15.65 0.15 
Pan African Resources plc212,291 212,291 6.69 0.07 0.00 0.00 
Sibanye Stillwater Ltd.99,881 380,542 19.42 0.20 280,661 16.98 0.17 
Valterra Platinum Ltd.9,161 31,864 44.64 0.45 22,703 32.00 0.31 
Precious Metals and Mining Total488,411 1,083,599 303.55 3.08 595,188 211.42 2.08 
Fortress Real Estate Investments Ltd.151,926 151,926 3.36 0.03 0.00 0.00 
NEPI Rockcastle NV73,144 73,144 9.93 0.10 0.00 0.00 
Real Estate Investment and Services Total225,070 225,070 13.29 0.14 0.00 0.00 
Attacq Ltd.84,772 84,772 1.39 0.01 0.00 0.00 
Equites Property Fund Ltd.98,484 98,484 1.66 0.02 0.00 0.00 
Fairvest Ltd.231,315 231,315 1.48 0.02 0.00 0.00 
Growthpoint Properties Ltd.904,519 904,519 14.63 0.15 0.00 0.00 
Hammerson plc17,292 17,292 1.16 0.01 0.00 0.00 
Resilient REIT Ltd.36,166 36,166 2.86 0.03 0.00 0.00 
Sirius Real Estate Ltd.53,577 53,577 1.13 0.01 0.00 0.00 
Vukile Property Fund Ltd.166,625 166,625 3.68 0.04 0.00 0.00 
Real Estate Investment Trusts Total1,592,750 1,592,750 27.98 0.28 0.00 0.00 
CA Sales Holdings Ltd.-2,628 0.00 0.00 2,628 0.04 0.00 
Combined Motor Holdings Ltd.-464,100 0.00 0.00 464,100 17.13 0.17 
KAL Group Ltd.-786,956 0.00 0.00 786,956 39.35 0.39 
Motus Holdings Ltd.12,666 19,343 2.24 0.02 6,677 0.81 0.01 
Mr Price Group Ltd.18,387 30,978 4.75 0.05 12,591 2.20 0.02 
Pepkor Holdings Ltd.59,061 455,419 10.29 0.10 396,358 10.48 0.10 
The Foschini Group Ltd.1,876 41,544 2.93 0.03 39,668 3.33 0.03 
Truworths International Ltd.4,180 45,240 2.34 0.02 41,060 2.34 0.02 
We Buy Cars Holdings Ltd.21,068 27,066 1.08 0.01 5,998 0.29 0.00 
Woolworths Holdings Ltd.-11,253 109,854 5.57 0.06 121,107 6.78 0.07 
Retailers Total-1,147,699 729,444 29.21 0.30 1,877,143 82.75 0.81 
Altron Ltd.-35,886 0.00 0.00 35,886 0.71 0.01 
Bytes Technology Group plc-1,508 0.00 0.00 1,508 0.12 0.00 
Datatec Ltd.-14,910 24,093 1.69 0.02 39,003 3.08 0.03 
Naspers Ltd.18,910 81,693 70.42 0.72 62,783 69.34 0.68 
Prosus NV9,246 31,744 24.40 0.25 22,498 23.03 0.23 
Software and Computer Services Total-24,148 137,530 96.50 0.98 161,678 96.29 0.95 
Blu Label Unlimited Group Ltd.-63,217 0.00 0.00 63,217 0.67 0.01 
Cell C Holdings Ltd.-81,198 0.00 0.00 81,198 2.31 0.02 
MTN Group Ltd.69,213 217,754 42.56 0.43 148,541 25.18 0.25 
Telkom SA SOC Ltd.11,674 33,304 1.96 0.02 21,630 1.28 0.01 
Vodacom Group Ltd.40,811 73,358 10.59 0.11 32,547 4.60 0.05 
Telecommunications Service Providers Total-22,717 324,416 55.11 0.56 347,133 34.03 0.33 
British American Tobacco plc12,021 31,214 30.97 0.31 19,193 18.06 0.18 
Tobacco Total12,021 31,214 30.97 0.31 19,193 18.06 0.18 
Famous Brands Ltd.14,417 30,899 1.56 0.02 16,482 0.88 0.01 
Sun International Ltd.-28,735 0.00 0.00 28,735 1.11 0.01 
Tsogo Sun Ltd.-19,519 0.00 0.00 19,519 0.14 0.00 
Travel and Leisure Total-33,837 30,899 1.56 0.02 64,736 2.13 0.02 
Portfolio Total170,752,233 3,137,653,871 9,842.34 100.00 2,966,901,638 10,165.48 100.00