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Sygnia Transnational Equities Fund  |  South African-Equity-SA General
1.9430    -0.0077    (-0.395%)
NAV price (ZAR) Mon 15 Dec 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Montauk Renewables Inc.-4,943 25,185 0.92 0.15 30,128 1.21 0.19 
Alternative Energy Total-4,943 25,185 0.92 0.15 30,128 1.21 0.19 
Anheuser-Busch InBev SA/NV10,540 59,479 61.40 9.74 48,939 59.63 9.32 
Beverages Total10,540 59,479 61.40 9.74 48,939 59.63 9.32 
Cash on call3.36 0.53 2.14 0.34 
Margin Account0.22 0.04 0.22 0.03 
Cash on call Total3.58 0.57 2.36 0.37 
Mondi plc779 15,294 3.61 0.57 14,515 4.22 0.66 
General Industrials Total779 15,294 3.61 0.57 14,515 4.22 0.66 
Sappi Ltd.19,882 0.46 0.07 19,882 0.59 0.09 
Industrial Materials Total19,882 0.46 0.07 19,882 0.59 0.09 
Anglo American plc2,081 40,818 26.31 4.17 38,737 20.17 3.15 
BHP Group Ltd.-12,584 134,416 64.25 10.19 147,000 62.58 9.79 
Glencore plc23,500 460,832 36.87 5.85 437,332 30.34 4.74 
South32 Ltd.7,974 156,362 4.88 0.77 148,388 5.06 0.79 
Industrial Metals and Mining Total20,971 792,428 132.31 20.99 771,457 118.15 18.47 
Ninety One plc-21,824 111,199 5.22 0.83 133,023 5.95 0.93 
Quilter plc-49,216 250,769 9.62 1.53 299,985 11.38 1.78 
Reinet Investments SCA-6,868 34,995 17.69 2.81 41,863 24.06 3.76 
Investment Banking and Brokerage Services Total-77,908 396,963 32.53 5.16 474,871 41.40 6.47 
Thungela Resources Ltd.4,620 0.40 0.06 4,620 0.39 0.06 
Oil, Gas and Coal Total4,620 0.40 0.06 4,620 0.39 0.06 
Bid Corporation Ltd.-11,809 60,170 25.99 4.12 71,979 33.99 5.31 
Personal Care, Drug and Grocery Stores Total-11,809 60,170 25.99 4.12 71,979 33.99 5.31 
Compagnie Financière Richemont SA-300 18,729 61.27 9.72 19,029 63.40 9.91 
Personal Goods Total-300 18,729 61.27 9.72 19,029 63.40 9.91 
Aspen Pharmacare Holdings Ltd.-15,642 79,699 7.65 1.21 95,341 11.40 1.78 
Pharmaceuticals and Biotechnology Total-15,642 79,699 7.65 1.21 95,341 11.40 1.78 
AngloGold Ashanti plc891 17,466 20.76 3.29 16,575 13.24 2.07 
Gold Fields Ltd.1,582 31,012 22.24 3.53 29,430 12.24 1.91 
Impala Platinum Holdings Ltd.1,597 31,335 6.81 1.08 29,738 4.73 0.74 
Northam Platinum Holdings Ltd.700 13,729 3.82 0.61 13,029 2.52 0.39 
Valterra Platinum Ltd.469 9,192 11.09 1.76 8,723 6.90 1.08 
Precious Metals and Mining Total5,239 102,734 64.73 10.27 97,495 39.63 6.20 
Lighthouse Properties plc-62,800 373,091 2.94 0.47 435,891 3.51 0.55 
MAS plc-25,101 127,902 2.72 0.43 153,003 3.73 0.58 
NEPI Rockcastle NV-24,969 127,225 17.55 2.78 152,194 20.63 3.23 
Real Estate Investment and Services Total-112,870 628,218 23.21 3.68 741,088 27.86 4.36 
Hammerson plc-17,136 87,313 5.84 0.93 104,449 7.69 1.20 
Shaftesbury Capital plc-68,461 348,832 11.47 1.82 417,293 16.03 2.51 
Sirius Real Estate Ltd.-52,993 270,013 6.08 0.96 323,006 7.61 1.19 
Real Estate Investment Trusts Total-138,590 706,158 23.40 3.71 844,748 31.33 4.90 
Bytes Technology Group plc-8,450 43,054 3.97 0.63 51,504 6.41 1.00 
Datatec Ltd.-7,686 42,774 2.56 0.41 50,460 3.29 0.51 
Naspers Ltd.-385 2,015 12.70 2.01 2,400 13.30 2.08 
Prosus NV-12,445 53,332 65.32 10.36 65,777 65.18 10.19 
Software and Computer Services Total-28,966 141,175 84.55 13.41 170,141 88.18 13.79 
MTN Group Ltd.-75,081 327,490 45.96 7.29 402,571 56.86 8.89 
Telecommunications Service Providers Total-75,081 327,490 45.96 7.29 402,571 56.86 8.89 
British American Tobacco plc-6,043 64,109 58.41 9.27 70,152 58.95 9.22 
Tobacco Total-6,043 64,109 58.41 9.27 70,152 58.95 9.22 
Portfolio Total-434,623 3,442,333 630.38 100.00 3,876,956 639.55 100.00