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Sanlam Private Wealth SCI Equity Fund  |  South African-Equity-General
38.8167    -0.2845    (-0.728%)
NAV price (ZAR) Wed 29 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-1,500 45,440 10.96 5.52 46,940 11.24 5.48 
FirstRand Ltd.-3,000 190,300 16.39 8.26 193,300 17.54 8.56 
Standard Bank Group Ltd.-1,000 57,400 17.48 8.80 58,400 16.96 8.27 
Banks Total-5,500 293,140 44.83 22.59 298,640 45.74 22.31 
Cash on call2.67 1.34 -0.76 -0.37 
Cash on call Total2.67 1.34 -0.76 -0.37 
Sasol Ltd.-24,000 0.00 0.00 24,000 2.55 1.24 
Chemicals Total-24,000 0.00 0.00 24,000 2.55 1.24 
The Bidvest Group Ltd.-1,800 36,400 8.28 4.17 38,200 9.07 4.42 
General Industrials Total-1,800 36,400 8.28 4.17 38,200 9.07 4.42 
Netcare Ltd.-10,000 315,000 5.20 2.62 325,000 5.14 2.51 
Health Care Providers Total-10,000 315,000 5.20 2.62 325,000 5.14 2.51 
Anglo American plc-300 6,900 4.97 2.50 7,200 4.93 2.41 
Glencore plc-1,700 80,200 10.26 5.17 81,900 7.47 3.64 
Industrial Metals and Mining Total-2,000 87,100 15.23 7.68 89,100 12.40 6.05 
Reinet Investments SCA-250 7,650 4.23 2.13 7,900 4.58 2.23 
Remgro Ltd.-1,000 27,130 5.12 2.58 28,130 5.11 2.49 
Investment Banking and Brokerage Services Total-1,250 34,780 9.35 4.71 36,030 9.69 4.73 
Sanlam Ltd.49,400 4.40 2.21 49,400 4.87 2.37 
Life Insurance Total49,400 4.40 2.21 49,400 4.87 2.37 
OUTsurance Group Ltd.59,000 59,000 4.11 2.07 0.00 0.00 
Non-life Insurance Total59,000 59,000 4.11 2.07 0.00 0.00 
Bid Corporation Ltd.-800 15,350 6.26 3.15 16,150 6.81 3.32 
Boxer Retail Ltd.23,369 1.75 0.88 23,369 1.67 0.81 
Clicks Group Ltd.18,940 5.48 2.76 18,940 6.37 3.11 
Shoprite Holdings Ltd.-800 16,200 4.47 2.25 17,000 4.59 2.24 
Personal Care, Drug and Grocery Stores Total-1,600 73,859 17.96 9.05 75,459 19.45 9.49 
Compagnie Financière Richemont SA2,815 8.33 4.20 2,815 10.21 4.98 
Personal Goods Total2,815 8.33 4.20 2,815 10.21 4.98 
Aspen Pharmacare Holdings Ltd.-3,000 37,900 4.98 2.51 40,900 4.78 2.33 
Pharmaceuticals and Biotechnology Total-3,000 37,900 4.98 2.51 40,900 4.78 2.33 
AngloGold Ashanti plc100 7,720 12.68 6.39 7,620 10.92 5.33 
Gold Fields Ltd.-1,200 11,800 8.97 4.52 13,000 9.43 4.60 
Northam Platinum Holdings Ltd.31,216 10.62 5.35 31,216 10.52 5.13 
Valterra Platinum Ltd.-200 5,306 7.43 3.75 5,506 7.76 3.78 
Precious Metals and Mining Total-1,300 56,042 39.70 20.00 57,342 38.64 18.84 
Pepkor Holdings Ltd.75,000 256,000 5.79 2.92 181,000 4.79 2.33 
Retailers Total75,000 256,000 5.79 2.92 181,000 4.79 2.33 
Naspers Ltd.18,150 15.64 7.88 18,150 20.05 9.78 
Prosus NV-150 9,990 7.68 3.87 10,140 10.38 5.06 
Software and Computer Services Total-150 28,140 23.32 11.75 28,290 30.43 14.84 
Vodacom Group Ltd.-2,000 30,000 4.33 2.18 32,000 4.52 2.21 
Telecommunications Service Providers Total-2,000 30,000 4.33 2.18 32,000 4.52 2.21 
British American Tobacco plc-3,760 0.00 0.00 3,760 3.54 1.73 
Tobacco Total-3,760 0.00 0.00 3,760 3.54 1.73 
Portfolio Total77,640 1,359,576 198.47 100.00 1,281,936 205.05 100.00