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Sanlam Namibia General Equity Fund  |  Regional-Namibian-Unclassified
16.5867    -0.0332    (-0.200%)
NAV price (ZAR) Mon 22 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-4,340 100,577 24.26 2.25 104,917 25.11 2.31 
Capitec Bank Holdings Ltd.9,578 39.48 3.67 9,578 39.80 3.66 
Capricorn Group Ltd.14,322 653,154 17.16 1.60 638,832 16.64 1.53 
FirstRand Ltd.-23,992 587,526 50.61 4.70 611,518 55.50 5.10 
FirstRand Namibia Ltd.3,262 405,721 22.13 2.06 402,459 21.93 2.02 
Investec Ltd.32,253 4.11 0.38 32,253 3.94 0.36 
Letshego Holdings (Namibia) Ltd.845,784 4.52 0.42 845,784 4.47 0.41 
Nedbank Group Ltd.-9,886 16,930 4.52 0.42 26,816 7.14 0.66 
Nedbank Group Ltd.48,544 12.95 1.20 48,544 12.93 1.19 
SBN Holdings Ltd.425,818 5.48 0.51 425,818 5.17 0.48 
Standard Bank Group Ltd.-7,108 19,128 5.82 0.54 26,236 7.62 0.70 
Standard Bank Group Ltd.135,291 41.19 3.83 135,291 39.29 3.61 
Banks Total-27,742 3,280,304 232.24 21.59 3,308,046 239.55 22.02 
Anheuser-Busch InBev SA/NV-2,297 4,033 4.75 0.44 6,330 6.78 0.62 
Namibia Breweries38,283 743,759 22.54 2.10 705,476 21.17 1.95 
Beverages Total35,986 747,792 27.30 2.54 711,806 27.95 2.57 
Namibia Cash25.81 2.40 27.60 2.54 
Cash on call Total25.81 2.40 27.60 2.54 
AECI Ltd.10,038 1.15 0.11 10,038 0.90 0.08 
Omnia Holdings Ltd.7,249 0.69 0.06 7,249 0.57 0.05 
Sasol Ltd.107,232 24.17 2.25 107,232 11.39 1.05 
Chemicals Total124,519 26.01 2.42 124,519 12.86 1.18 
PPC Ltd.311,538 1.85 0.17 311,538 1.74 0.16 
Raubex Group Ltd.-10,404 5,609 0.27 0.03 16,013 0.71 0.07 
Wilson Bayly Holmes - Ovcon Ltd.17,373 2.69 0.25 17,373 2.90 0.27 
Construction and Materials Total-10,404 334,520 4.82 0.45 344,924 5.36 0.49 
Zeda Ltd.7,759 0.10 0.01 7,759 0.11 0.01 
Consumer Services Total7,759 0.10 0.01 7,759 0.11 0.01 
Reunert Ltd.66,553 4.34 0.40 66,553 4.15 0.38 
Electronic and Electrical Equipment Total66,553 4.34 0.40 66,553 4.15 0.38 
ETN - Standard Bank Oil23,134 23,134 0.77 0.07 0.00 0.00 
Exchange Traded Notes-23,134 0.00 0.00 23,134 0.43 0.04 
Exchange Traded Notes Total23,134 0.77 0.07 23,134 0.43 0.04 
Nutun Ltd.17,026 0.02 0.00 17,026 0.02 0.00 
Optasia Ltd.109,235 2.14 0.20 109,235 2.24 0.21 
Finance and Credit Services Total126,261 2.16 0.20 126,261 2.25 0.21 
Astral Foods Ltd.9,541 2.43 0.23 9,541 2.54 0.23 
AVI Ltd.100,221 10.41 0.97 100,221 10.57 0.97 
Oceana Group Ltd.11,729 0.62 0.06 11,729 0.65 0.06 
Premier Group Ltd.16,058 2.80 0.26 16,058 2.69 0.25 
Tiger Brands Ltd.3,711 3,711 1.11 0.10 0.00 0.00 
Food Producers Total3,711 141,260 17.37 1.61 137,549 16.46 1.51 
KAP Ltd.2,368,846 4.83 0.45 2,368,846 4.55 0.42 
Mondi plc38,551 7.39 0.69 38,551 7.85 0.72 
The Bidvest Group Ltd.55,541 12.64 1.17 55,541 13.19 1.21 
General Industrials Total2,462,938 24.86 2.31 2,462,938 25.59 2.35 
Life Healthcare Group Holdings Ltd.527,947 6.10 0.57 527,947 6.01 0.55 
Netcare Ltd.93,637 1.55 0.14 93,637 1.48 0.14 
Health Care Providers Total621,584 7.64 0.71 621,584 7.50 0.69 
Sappi Ltd.25,284 0.43 0.04 25,284 0.62 0.06 
Industrial Materials Total25,284 0.43 0.04 25,284 0.62 0.06 
African Rainbow Minerals Ltd.7,735 1.79 0.17 7,735 1.54 0.14 
Anglo American plc-3,140 33,424 24.07 2.24 36,564 25.05 2.30 
BHP Group Ltd.9,244 5.60 0.52 9,244 4.69 0.43 
Glencore plc122,901 15.73 1.46 122,901 11.20 1.03 
Koryx Copper SA34,299 34,299 1.37 0.13 0.00 0.00 
Kumba Iron Ore Ltd.2,428 0.78 0.07 2,428 0.85 0.08 
Industrial Metals and Mining Total31,159 210,031 49.33 4.59 178,872 43.33 3.98 
Hudaco Industries Ltd.1,860 0.35 0.03 1,860 0.38 0.04 
Industrial Support Services Total1,860 0.35 0.03 1,860 0.38 0.04 
Bell Equipment Ltd.18,170 0.69 0.06 18,170 0.76 0.07 
Grindrod Ltd.58,926 1.10 0.10 58,926 1.00 0.09 
Super Group Ltd.25,308 0.43 0.04 25,308 0.48 0.04 
Industrial Transportation Total102,404 2.23 0.21 102,404 2.24 0.21 
Alexander Forbes Group Holdings Ltd.227,311 1.49 0.14 227,311 1.77 0.16 
Coronation Fund Managers Ltd.14,881 0.66 0.06 14,881 0.70 0.06 
JSE Ltd.8,887 1.42 0.13 8,887 1.27 0.12 
Ninety One Ltd.8,639 0.44 0.04 8,639 0.41 0.04 
Ninety One plc11,254 0.58 0.05 11,254 0.54 0.05 
Reinet Investments SCA32,811 18.15 1.69 32,811 19.03 1.75 
Remgro Ltd.2,071 0.39 0.04 2,071 0.38 0.03 
Zeder Investments Ltd.91,819 0.12 0.01 91,819 0.11 0.01 
Investment Banking and Brokerage Services Total397,673 23.24 2.16 397,673 24.22 2.23 
Discovery Ltd.56,181 13.95 1.30 56,181 12.79 1.18 
Momentum Group Ltd.81,397 2.93 0.27 81,397 3.11 0.29 
Old Mutual Ltd.441,778 6.10 0.57 441,778 6.58 0.61 
Sanlam Ltd.165,212 14.70 1.37 165,212 16.27 1.50 
Life Insurance Total744,568 37.67 3.50 744,568 38.75 3.56 
eMedia Holdings Ltd.869 0.00 0.00 869 0.00 0.00 
Media Total869 0.00 0.00 869 0.00 0.00 
OUTsurance Group Ltd.80,707 5.62 0.52 80,707 5.78 0.53 
Santam Ltd.2,318 0.91 0.08 2,318 0.99 0.09 
Non-life Insurance Total83,025 6.53 0.61 83,025 6.77 0.62 
Exxaro Resources Ltd.15,053 3.38 0.31 15,053 2.69 0.25 
Thungela Resources Ltd.9,247 1.55 0.14 9,247 0.89 0.08 
Oil, Gas and Coal Total24,300 4.93 0.46 24,300 3.58 0.33 
Bid Corporation Ltd.45,203 18.42 1.71 45,203 19.07 1.75 
Boxer Retail Ltd.39,408 2.96 0.28 39,408 2.81 0.26 
Clicks Group Ltd.6,430 13,676 3.96 0.37 7,246 2.44 0.22 
Dis-Chem Pharmacies Ltd.47,117 74,730 2.78 0.26 27,613 0.97 0.09 
Pick n Pay Stores Ltd.295,128 5.64 0.52 295,128 7.35 0.68 
Shoprite Holdings Ltd.71,531 19.73 1.83 71,531 19.33 1.78 
The SPAR Group Ltd.42,178 51,284 3.22 0.30 9,106 0.87 0.08 
Personal Care, Drug and Grocery Stores Total95,725 590,960 56.71 5.27 495,235 52.83 4.86 
Compagnie Financière Richemont SA683 4,078 12.07 1.12 3,395 12.31 1.13 
Personal Goods Total683 4,078 12.07 1.12 3,395 12.31 1.13 
Aspen Pharmacare Holdings Ltd.-12,052 37,176 4.88 0.45 49,228 5.75 0.53 
Pharmaceuticals and Biotechnology Total-12,052 37,176 4.88 0.45 49,228 5.75 0.53 
AngloGold Ashanti plc-978 40,173 65.98 6.13 41,151 58.98 5.42 
Gold Fields Ltd.1,384 101,801 77.42 7.20 100,417 72.87 6.70 
Harmony Gold Mining Company Ltd.70,497 18.05 1.68 70,497 23.76 2.18 
Impala Platinum Holdings Ltd.91,918 21.96 2.04 91,918 24.08 2.21 
Northam Platinum Holdings Ltd.47,517 16.16 1.50 47,517 16.02 1.47 
Pan African Resources plc53,399 53,399 1.68 0.16 0.00 0.00 
Sibanye Stillwater Ltd.46,763 350,096 17.87 1.66 303,333 18.35 1.69 
Valterra Platinum Ltd.26,338 36.90 3.43 26,338 37.12 3.41 
Precious Metals and Mining Total100,568 781,739 256.02 23.80 681,171 251.19 23.09 
Oryx Property Ltd Namibia595,141 595,141 8.15 0.76 0.00 0.00 
Real Estate Total595,141 595,141 8.15 0.76 0.00 0.00 
NEPI Rockcastle NV36,541 4.96 0.46 36,541 5.33 0.49 
Oryx Properties Ltd.-595,141 0.00 0.00 595,141 7.95 0.73 
Real Estate Investment and Services Total-595,141 36,541 4.96 0.46 631,682 13.27 1.22 
Motus Holdings Ltd.11,611 1.35 0.13 11,611 1.42 0.13 
Mr Price Group Ltd.22,677 3.48 0.32 22,677 3.97 0.36 
Pepkor Holdings Ltd.444,248 10.04 0.93 444,248 11.75 1.08 
The Foschini Group Ltd.36,996 2.61 0.24 36,996 3.11 0.29 
Truworths International Ltd.110,380 5.70 0.53 110,380 6.28 0.58 
We Buy Cars Holdings Ltd.49,654 1.98 0.18 49,654 2.37 0.22 
Woolworths Holdings Ltd.195,206 9.90 0.92 195,206 10.93 1.00 
Retailers Total870,772 35.06 3.26 870,772 39.83 3.66 
Altron Ltd.15,125 0.30 0.03 15,125 0.30 0.03 
Datatec Ltd.55,542 3.89 0.36 55,542 4.39 0.40 
Naspers Ltd.3,445 92,764 79.96 7.43 89,319 98.65 9.07 
Prosus NV33,235 25.55 2.37 33,235 34.02 3.13 
Software and Computer Services Total3,445 196,666 109.70 10.20 193,221 137.36 12.63 
Blu Label Unlimited Group Ltd.205,094 1.71 0.16 205,094 2.16 0.20 
Cell C Holdings Ltd.104,584 104,584 2.77 0.26 0.00 0.00 
Mobile Telecommunications Ltd.1,953,352 18.13 1.68 1,953,352 17.91 1.65 
MTN Group Ltd.148,545 29.03 2.70 148,545 25.18 2.31 
Paratus Namibia Holdings Ltd.436,768 5.35 0.50 436,768 5.42 0.50 
Telkom SA SOC Ltd.12,365 0.73 0.07 12,365 0.73 0.07 
Vodacom Group Ltd.1,646 0.24 0.02 1,646 0.23 0.02 
Telecommunications Service Providers Total104,584 2,862,354 57.96 5.39 2,757,770 51.63 4.75 
British American Tobacco plc-3,330 28,401 28.18 2.62 31,731 29.87 2.75 
Tobacco Total-3,330 28,401 28.18 2.62 31,731 29.87 2.75 
Famous Brands Ltd.20,977 1.06 0.10 20,977 1.12 0.10 
Southern Sun Ltd.211,429 2.16 0.20 211,429 2.17 0.20 
Tsogo Sun Ltd.122,455 0.84 0.08 122,455 0.86 0.08 
Travel and Leisure Total354,861 4.06 0.38 354,861 4.14 0.38 
Portfolio Total322,333 15,885,327 1,075.85 100.00 15,562,994 1,087.90 100.00