Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Amplify SCI Defensive Balanced Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
16.4579    +0.0027    (+0.016%)
NAV price (ZAR) Thu 11 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.4,885 173,476 41.84 0.66 168,591 40.35 0.65 
Capitec Bank Holdings Ltd.147 17,020 70.16 1.11 16,873 70.12 1.13 
FirstRand Ltd.148,966 948,172 81.68 1.30 799,206 72.53 1.17 
Nedbank Group Ltd.-71,476 0.00 0.00 71,476 19.03 0.31 
Standard Bank Group Ltd.-21,635 257,413 78.37 1.24 279,048 81.04 1.31 
Banks Total60,887 1,396,081 272.05 4.32 1,335,194 283.07 4.57 
Anheuser-Busch InBev SA/NV-1,237 0.00 0.00 1,237 1.32 0.02 
Beverages Total-1,237 0.00 0.00 1,237 1.32 0.02 
SA Bond ASN694227,529,000 236.80 3.76 227,529,000 237.46 3.83 
SA Bond I2033-706,923,000 0.00 0.00 706,923,000 1,000.44 16.14 
SA Bond IVC244141,000,000 143.19 2.27 141,000,000 143.12 2.31 
SA Bond R2035141,575,000 140.31 2.23 141,575,000 151.94 2.45 
SA Bond R2037513,670,000 487.48 7.73 513,670,000 529.16 8.54 
SA Bond R204010,000 437,213,000 418.07 6.63 437,203,000 455.51 7.35 
SA Bond R213949,320,000 1,056,756,000 997.04 15.82 107,436,000 107.62 1.74 
SA Bond RN20301,356,000 1.38 0.02 1,356,000 1.37 0.02 
SA Bond SBC21946,666,667 47.47 0.75 46,666,667 47.48 0.77 
Bond Total242,407,000 2,565,765,667 2,471.74 39.21 2,323,358,667 2,674.09 43.14 
Cash on call-210.80 -3.34 -561.01 -9.05 
Margin Account0.07 0.00 2.45 0.04 
Cash on call Total-210.73 -3.34 -558.56 -9.01 
Bond Derivative-0.31 -0.01 -5.06 -0.08 
Equity Derivative0.00 0.00 36.67 0.59 
Derivatives Total-0.31 -0.01 31.61 0.51 
Vangaurd FTSE All World ETF106,336 150.04 2.38 106,336 147.32 2.38 
Vanguard FTSE Emerging Markets ETF34,585 128,961 119.31 1.89 94,376 84.07 1.36 
Vanguard FTSE Pacific Index Fund ETF37,774 37,774 63.19 1.00 0.00 0.00 
Vanguard S&P 500 ETF14,650 14,650 149.85 2.38 0.00 0.00 
Vanguard Short Term Treasury ETF130,512 130.78 2.07 130,512 127.01 2.05 
Vanguard Total World Stock ETF108,858 257.74 4.09 108,858 254.44 4.10 
Equities Total87,009 527,091 870.92 13.82 440,082 612.84 9.89 
AVI Ltd.133,600 233,622 24.26 0.38 100,022 10.55 0.17 
Food Producers Total133,600 233,622 24.26 0.38 100,022 10.55 0.17 
Foreign - Money Market248.99 3.95 238.47 3.85 
USA - Currency442.75 7.02 108.11 1.74 
For Currency Total691.74 10.97 346.58 5.59 
Foreign - Bonds109.90 1.74 106.94 1.73 
Foreign Invest Total109.90 1.74 106.94 1.73 
Mondi plc-3,143 25,050 4.80 0.08 28,193 5.74 0.09 
The Bidvest Group Ltd.-115,842 0.00 0.00 115,842 27.51 0.44 
General Industrials Total-118,985 25,050 4.80 0.08 144,035 33.25 0.54 
Anglo American plc-48,373 20,244 14.58 0.23 68,617 47.01 0.76 
BHP Group Ltd.-39,366 5,071 3.07 0.05 44,437 22.53 0.36 
Glencore plc176,001 516,819 66.15 1.05 340,818 31.07 0.50 
Kumba Iron Ore Ltd.-28,720 0.00 0.00 28,720 10.08 0.16 
Industrial Metals and Mining Total59,542 542,134 83.80 1.33 482,592 110.69 1.79 
Quilter plc6,668 236,978 9.35 0.15 230,310 9.34 0.15 
Remgro Ltd.-51,371 194,517 36.67 0.58 245,888 44.66 0.72 
Investment Banking and Brokerage Services Total-44,703 431,495 46.03 0.73 476,198 53.99 0.87 
Old Mutual Ltd.-2,795 1,988,993 27.45 0.44 1,991,788 29.68 0.48 
Sanlam Ltd.-44,806 340,757 30.32 0.48 385,563 37.97 0.61 
Life Insurance Total-47,601 2,329,750 57.77 0.92 2,377,351 67.65 1.09 
eMedia Holdings Ltd.-53,873 53,161 0.12 0.00 107,034 0.23 0.00 
Media Total-53,873 53,161 0.12 0.00 107,034 0.23 0.00 
Money Market - 1 month duration1.07 0.02 0.00 0.00 
Money Market - 10 months duration0.00 0.00 132.07 2.13 
Money Market - 11 months duration0.00 0.00 101.45 1.64 
Money Market - 23 months duration131.57 2.09 0.00 0.00 
Money Market - 24 months duration247.55 3.93 0.00 0.00 
Money Market - 25 months duration8.07 0.13 0.00 0.00 
Money Market - 28 months duration0.00 0.00 247.76 4.00 
Money Market - 29 months duration0.00 0.00 8.08 0.13 
Money Market - 5 months duration79.28 1.26 485.41 7.83 
Money Market - 6 months duration134.19 2.13 0.00 0.00 
Money Market - 7 months duration141.47 2.24 0.00 0.00 
Money Market - 9 months duration0.00 0.00 266.00 4.29 
Money Market Total743.20 11.79 1,240.77 20.02 
Bid Corporation Ltd.78,914 114,155 46.53 0.74 35,241 14.87 0.24 
Boxer Retail Ltd.-113,281 0.00 0.00 113,281 8.08 0.13 
Shoprite Holdings Ltd.-16,544 133,700 36.87 0.58 150,244 40.60 0.65 
Personal Care, Drug and Grocery Stores Total-50,911 247,855 83.40 1.32 298,766 63.55 1.03 
Compagnie Financière Richemont SA6,563 17,301 51.19 0.81 10,738 38.95 0.63 
Personal Goods Total6,563 17,301 51.19 0.81 10,738 38.95 0.63 
AngloGold Ashanti plc820 59,245 97.30 1.54 58,425 83.73 1.35 
Gold Fields Ltd.4,065 139,050 105.75 1.68 134,985 97.96 1.58 
Harmony Gold Mining Company Ltd.-9,427 80,326 20.56 0.33 89,753 30.25 0.49 
Impala Platinum Holdings Ltd.39,650 105,521 25.21 0.40 65,871 17.26 0.28 
Northam Platinum Holdings Ltd.-34,703 13,795 4.69 0.07 48,498 16.35 0.26 
Sibanye Stillwater Ltd.184,509 410,531 20.95 0.33 226,022 13.67 0.22 
Valterra Platinum Ltd.-33,367 44,243 61.98 0.98 77,610 109.40 1.76 
Precious Metals and Mining Total151,547 852,711 336.46 5.34 701,164 368.62 5.95 
Growthpoint Properties Ltd.-2,263,297 6,861,512 110.95 1.76 9,124,809 156.58 2.53 
Redefine Properties Ltd.24,417 8,560,874 50.94 0.81 8,536,457 51.22 0.83 
Vukile Property Fund Ltd.20,169 7,071,383 156.28 2.48 7,051,214 176.28 2.84 
Real Estate Investment Trusts Total-2,218,711 22,493,769 318.17 5.05 24,712,480 384.08 6.20 
Motus Holdings Ltd.-57,074 0.00 0.00 57,074 6.96 0.11 
Mr Price Group Ltd.133,822 226,539 34.74 0.55 92,717 16.22 0.26 
Pepkor Holdings Ltd.292,915 1,613,679 36.47 0.58 1,320,764 34.93 0.56 
The Foschini Group Ltd.57,633 57,633 4.07 0.06 0.00 0.00 
Truworths International Ltd.-178,197 0.00 0.00 178,197 10.14 0.16 
Woolworths Holdings Ltd.-177,800 200,533 10.17 0.16 378,333 21.19 0.34 
Retailers Total71,299 2,098,384 85.45 1.36 2,027,085 89.45 1.44 
Naspers Ltd.19,712 146,682 126.43 2.01 126,970 140.24 2.26 
Prosus NV36,690 84,239 64.75 1.03 47,549 48.67 0.79 
Software and Computer Services Total56,402 230,921 191.18 3.03 174,519 188.91 3.05 
MTN Group Ltd.51,669 322,688 63.07 1.00 271,019 45.94 0.74 
Telecommunications Service Providers Total51,669 322,688 63.07 1.00 271,019 45.94 0.74 
British American Tobacco plc5,087 9,859 9.78 0.16 4,772 4.49 0.07 
Tobacco Total5,087 9,859 9.78 0.16 4,772 4.49 0.07 
Portfolio Total240,554,584 2,597,577,539 6,303.96 100.00 2,357,022,955 6,199.03 100.00