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Sanlam Investment Management SCI General Equity Fund  |  South African-Equity-General
458.0223    -2.9861    (-0.648%)
NAV price (ZAR) Wed 29 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-57,206 977,591 235.79 2.29 1,034,797 247.69 2.22 
Capitec Bank Holdings Ltd.-6,929 109,384 450.92 4.37 116,313 483.37 4.32 
FirstRand Ltd.-374,539 5,936,832 511.40 4.96 6,311,371 572.76 5.12 
Nedbank Group Ltd.-43,943 693,701 185.05 1.79 737,644 196.41 1.76 
Standard Bank Group Ltd.-98,018 1,632,255 496.94 4.82 1,730,273 502.47 4.49 
Banks Total-580,635 9,349,763 1,880.09 18.23 9,930,398 2,002.70 17.91 
Anheuser-Busch InBev SA/NV-5,438 85,843 101.18 0.98 91,281 97.72 0.87 
Beverages Total-5,438 85,843 101.18 0.98 91,281 97.72 0.87 
Cash on call180.46 1.75 152.31 1.36 
Cash on call Total180.46 1.75 152.31 1.36 
Sasol Ltd.-85,889 1,355,852 305.57 2.96 1,441,741 153.11 1.37 
Chemicals Total-85,889 1,355,852 305.57 2.96 1,441,741 153.11 1.37 
PPC Ltd.-498,389 7,867,723 46.73 0.45 8,366,112 46.77 0.42 
Wilson Bayly Holmes - Ovcon Ltd.-23,921 377,629 58.54 0.57 401,550 67.09 0.60 
Construction and Materials Total-522,310 8,245,352 105.27 1.02 8,767,662 113.86 1.02 
Reunert Ltd.-70,763 1,117,094 72.79 0.71 1,187,857 74.03 0.66 
Electronic and Electrical Equipment Total-70,763 1,117,094 72.79 0.71 1,187,857 74.03 0.66 
Channel VAS Investments Ltd.-174,892 2,760,896 54.14 0.52 2,935,788 60.10 0.54 
Finance and Credit Services Total-174,892 2,760,896 54.14 0.52 2,935,788 60.10 0.54 
Astral Foods Ltd.-16,943 267,465 68.19 0.66 284,408 75.85 0.68 
AVI Ltd.-50,714 800,599 83.14 0.81 851,313 89.81 0.80 
Premier Group Ltd.-24,770 391,031 68.14 0.66 415,801 69.71 0.62 
Tiger Brands Ltd.-15,175 244,914 73.23 0.71 260,089 95.24 0.85 
Food Producers Total-107,602 1,704,009 292.70 2.84 1,811,611 330.62 2.96 
European - Currency0.15 0.00 0.14 0.00 
United Kingdom - Currency1.15 0.01 1.13 0.01 
USA - Currency1.21 0.01 1.17 0.01 
For Currency Total2.50 0.02 2.45 0.02 
KAP Ltd.-2,023,433 45,692,764 93.21 0.90 47,716,197 91.62 0.82 
The Bidvest Group Ltd.-18,510 292,209 66.49 0.64 310,719 73.79 0.66 
General Industrials Total-2,041,943 45,984,973 159.71 1.55 48,026,916 165.41 1.48 
Life Healthcare Group Holdings Ltd.-408,154 6,173,770 71.31 0.69 6,581,924 74.97 0.67 
Health Care Providers Total-408,154 6,173,770 71.31 0.69 6,581,924 74.97 0.67 
Anglo American plc-21,459 354,501 255.24 2.47 375,960 257.57 2.30 
Glencore plc-117,239 2,023,033 258.93 2.51 2,140,272 195.09 1.74 
Industrial Metals and Mining Total-138,698 2,377,534 514.17 4.98 2,516,232 452.66 4.05 
Bell Equipment Ltd.-67,268 911,893 34.65 0.34 979,161 41.12 0.37 
Industrial Transportation Total-67,268 911,893 34.65 0.34 979,161 41.12 0.37 
Alexander Forbes Group Holdings Ltd.-356,382 5,035,478 32.98 0.32 5,391,860 42.06 0.38 
Reinet Investments SCA-25,515 407,770 225.53 2.19 433,285 251.31 2.25 
Investment Banking and Brokerage Services Total-381,897 5,443,248 258.51 2.51 5,825,145 293.36 2.62 
Discovery Ltd.-48,968 773,017 191.94 1.86 821,985 187.07 1.67 
Old Mutual Ltd.-405,075 6,394,651 88.25 0.86 6,799,726 101.32 0.91 
Sanlam Ltd.-50,567 1,526,879 135.86 1.32 1,577,446 155.36 1.39 
Life Insurance Total-504,610 8,694,547 416.05 4.03 9,199,157 443.75 3.97 
SIM Corporate Money Market Fund - Z31 1,804 0.00 0.00 1,773 0.00 0.00 
Money Market Total31 1,804 0.00 0.00 1,773 0.00 0.00 
OUTsurance Group Ltd.-31,453 496,523 34.56 0.34 527,976 37.83 0.34 
Non-life Insurance Total-31,453 496,523 34.56 0.34 527,976 37.83 0.34 
Bid Corporation Ltd.-15,231 240,438 98.00 0.95 255,669 107.86 0.96 
Boxer Retail Ltd.-53,930 851,363 63.92 0.62 905,293 64.59 0.58 
Dis-Chem Pharmacies Ltd.-72,256 1,140,641 42.45 0.41 1,212,897 42.45 0.38 
Pick n Pay Stores Ltd.-434,400 6,288,706 120.11 1.16 6,723,106 167.41 1.50 
Shoprite Holdings Ltd.-34,061 537,698 148.30 1.44 571,759 154.51 1.38 
Personal Care, Drug and Grocery Stores Total-609,878 9,058,846 472.78 4.58 9,668,724 536.81 4.80 
Compagnie Financière Richemont SA-1,209 42,336 125.26 1.21 43,545 157.94 1.41 
Personal Goods Total-1,209 42,336 125.26 1.21 43,545 157.94 1.41 
AngloGold Ashanti plc-27,261 430,348 706.80 6.85 457,609 655.82 5.87 
Gold Fields Ltd.-71,904 1,135,092 863.24 8.37 1,206,996 875.93 7.83 
Harmony Gold Mining Company Ltd.-56,254 888,041 227.34 2.20 944,295 318.30 2.85 
Impala Platinum Holdings Ltd.-181,916 1,047,114 250.19 2.43 1,229,030 322.01 2.88 
Northam Platinum Holdings Ltd.-109,909 499,400 169.86 1.65 609,309 205.40 1.84 
Sibanye Stillwater Ltd.-767,225 3,736,027 190.69 1.85 4,503,252 272.45 2.44 
Valterra Platinum Ltd.-28,136 301,445 422.32 4.09 329,581 464.56 4.15 
Precious Metals and Mining Total-1,242,605 8,037,467 2,830.43 27.44 9,280,072 3,114.48 27.85 
Pepkor Holdings Ltd.-380,466 6,006,151 135.74 1.32 6,386,617 168.93 1.51 
Truworths International Ltd.-85,889 1,355,867 70.06 0.68 1,441,756 82.08 0.73 
We Buy Cars Holdings Ltd.-85,121 1,343,744 53.48 0.52 1,428,865 68.34 0.61 
Woolworths Holdings Ltd.-152,007 2,399,627 121.71 1.18 2,551,634 142.89 1.28 
Retailers Total-703,483 11,105,389 380.99 3.69 11,808,872 462.24 4.13 
Datatec Ltd.-51,248 800,575 56.07 0.54 851,823 67.34 0.60 
Naspers Ltd.-54,425 911,458 785.64 7.62 965,883 1,066.83 9.54 
Prosus NV-20,908 330,056 253.70 2.46 350,964 359.22 3.21 
Software and Computer Services Total-126,581 2,042,089 1,095.41 10.62 2,168,670 1,493.38 13.36 
Blu Label Unlimited Group Ltd.-405,201 6,396,627 53.35 0.52 6,801,828 71.69 0.64 
Cell C Holdings Ltd.-162,004 2,557,436 67.75 0.66 2,719,440 77.50 0.69 
MTN Group Ltd.-132,169 2,086,455 407.80 3.95 2,218,624 376.06 3.36 
Telecommunications Service Providers Total-699,374 11,040,518 528.89 5.13 11,739,892 525.25 4.70 
British American Tobacco plc-16,288 306,934 304.50 2.95 323,222 304.22 2.72 
Tobacco Total-16,288 306,934 304.50 2.95 323,222 304.22 2.72 
Southern Sun Ltd.-323,172 5,101,689 52.04 0.50 5,424,861 55.55 0.50 
Sun International Ltd.-54,484 860,115 40.74 0.40 914,599 35.35 0.32 
Travel and Leisure Total-377,656 5,961,804 92.78 0.90 6,339,460 90.90 0.81 
Portfolio Total-8,898,595 142,298,484 10,314.71 100.00 151,197,079 11,181.21 100.00