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ABAX Balanced Prescient Fund  |  South African-Multi Asset-High Equity
Reg Compliant
3.3177    +0.0097    (+0.293%)
NAV price (ZAR) Fri 12 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Inchcape Plc-95,000 290,000 49.73 0.45 385,000 61.91 0.63 
Auto Total-95,000 290,000 49.73 0.45 385,000 61.91 0.63 
Capitec Bank Holdings Ltd.2,000 58,000 239.10 2.17 56,000 194.54 1.98 
FirstRand Ltd.575,000 4,325,000 383.76 3.48 3,750,000 291.23 2.97 
Guaranty Trust Bank Plc8,159,400 25,000,000 35.50 0.32 16,840,600 18.89 0.19 
TBC Bank Group PLC2,500 47,500 43.51 0.39 45,000 47.49 0.48 
Banks Total8,738,900 29,430,500 701.86 6.36 20,691,600 552.15 5.63 
Endeavour Mining PLC24,500 154,500 156.35 1.42 130,000 94.97 0.97 
Basic Resources Total24,500 154,500 156.35 1.42 130,000 94.97 0.97 
SA Bond ASC15860,000,000 60.84 0.55 60,000,000 60.92 0.62 
SA Bond BNDS112.29 1.02 96.17 0.98 
SA Bond CLN93725,000,000 24.85 0.23 25,000,000 24.84 0.25 
SA Bond CLN93824,000,000 24.10 0.22 24,000,000 24.10 0.25 
SA Bond FRC55359,000,000 59.02 0.54 59,000,000 59.02 0.60 
SA Bond R2040600,000,000 600,000,000 573.78 5.20 0.00 0.00 
SA Bond SSN21119,937,000 51.24 0.46 19,937,000 49.48 0.50 
SA Bond TNFG32-66,500,000 0.00 0.00 66,500,000 67.47 0.69 
Bond Total533,500,000 787,937,000 906.12 8.22 254,437,000 382.00 3.89 
Cash on call161.64 1.47 104.27 1.06 
Margin Account152.70 1.38 102.25 1.04 
Cash on call Total314.34 2.85 206.52 2.11 
AECI Ltd.480,000 480,000 55.47 0.50 0.00 0.00 
Chemicals Total480,000 480,000 55.47 0.50 0.00 0.00 
PPC Ltd.7,189,352 12,500,000 74.25 0.67 5,310,648 28.68 0.29 
Raubex Group Ltd.1,763,633 3,301,937 160.84 1.46 1,538,304 65.53 0.67 
Construction and Materials Total8,952,985 15,801,937 235.09 2.13 6,848,952 94.21 0.96 
Advtech Ltd.2,043,162 86.24 0.78 2,043,162 64.32 0.66 
Curro Holdings Ltd.-4,129,505 0.00 0.00 4,129,505 49.55 0.51 
Zeda Ltd.3,000,000 8,000,000 106.40 0.96 5,000,000 62.85 0.64 
Consumer Services Total-1,129,505 10,043,162 192.64 1.75 11,172,667 176.72 1.80 
Accor SA1,000 66,000 52.69 0.48 65,000 53.10 0.54 
Alphabet Inc C-12,000 52,000 249.97 2.27 64,000 266.24 2.71 
Booking Holdings1,025 1,525 106.95 0.97 500 46.46 0.47 
Fevertree Drinks PLC200,000 34.47 0.31 200,000 40.82 0.42 
Grab Holdings Ltd825,000 825,000 50.88 0.46 0.00 0.00 
JDcom255,000 455,000 163.75 1.48 200,000 61.43 0.63 
Moncler SPA57,500 58.50 0.53 57,500 58.13 0.59 
Prada SPA325,000 850,000 68.48 0.62 525,000 54.49 0.56 
Rentokil Initial plc-550,000 0.00 0.00 550,000 48.00 0.49 
Cyclical Goods & Services Total845,025 2,507,025 785.68 7.12 1,662,000 628.67 6.41 
Equity Derivative0.00 0.00 -1.18 -0.01 
Derivatives Total0.00 0.00 -1.18 -0.01 
Greencoat Renewables plc3,000,000 41.70 0.38 3,000,000 43.97 0.45 
Electricity Total3,000,000 41.70 0.38 3,000,000 43.97 0.45 
Reunert Ltd.200,000 900,000 58.64 0.53 700,000 37.67 0.38 
Electronic and Electrical Equipment Total200,000 900,000 58.64 0.53 700,000 37.67 0.38 
Aker Kvaerner-130,000 0.00 0.00 130,000 56.88 0.58 
Equities Total-130,000 0.00 0.00 130,000 56.88 0.58 
Allfunds Group PLC-630,000 0.00 0.00 630,000 81.04 0.83 
Citigroup1,900,000 12.59 0.11 1,900,000 20.05 0.20 
Goldman Sachs Group2,834,700 2,834,700 231.60 2.10 0.00 0.00 
Interactive Brokers Group-4,000 70,000 77.75 0.70 74,000 87.69 0.89 
JSC KASPI KZ ADR19,000 60,000 74.60 0.68 41,000 58.01 0.59 
London Stock Exchange Group Plc42,500 42,500 84.54 0.77 0.00 0.00 
POMEGRANATE INVESTMENT AB3,000 3,000 0.00 0.00 0.00 0.00 
Savills plc170,000 410,000 76.59 0.69 240,000 53.17 0.54 
ST James Place-45,000 275,000 74.58 0.68 320,000 94.37 0.96 
Financial Services Total2,390,200 5,595,200 632.25 5.73 3,205,000 394.32 4.02 
JP Morgan Chase & Company1,550,000 1,550,000 31.06 0.28 0.00 0.00 
Morgan Stanley750,000 6.89 0.06 750,000 12.72 0.13 
Financials Total1,550,000 2,300,000 37.96 0.34 750,000 12.72 0.13 
Arcos Dorados Holdings Inc70,000 500,000 69.92 0.63 430,000 49.60 0.51 
Yum China Holdings Inc119,000 100.07 0.91 119,000 89.99 0.92 
Food & Beverage Total70,000 619,000 170.00 1.54 549,000 139.58 1.42 
Oceana Group Ltd.-490,000 0.00 0.00 490,000 24.26 0.25 
Food Producers Total-490,000 0.00 0.00 490,000 24.26 0.25 
Australia - Currency0.52 0.00 0.51 0.01 
Canada - Currency0.61 0.01 0.61 0.01 
European - Currency4.74 0.04 8.53 0.09 
Hong Kong - Currency2.33 0.02 3.16 0.03 
Japan - Currency2.65 0.02 2.88 0.03 
Mexican Peso3.45 0.03 3.43 0.03 
Norway - Cash5.95 0.05 5.23 0.05 
Sweden - Currency1.12 0.01 1.14 0.01 
Switzerland - Currency3.89 0.04 2.85 0.03 
United Kingdom - Currency5.90 0.05 3.13 0.03 
USA - Currency54.89 0.50 11.87 0.12 
For Currency Total86.06 0.78 43.34 0.44 
Foreign - Bonds586.15 5.31 599.73 6.11 
Foreign - Equities463.41 4.20 1,091.76 11.13 
Foreign Invest Total1,049.56 9.52 1,691.50 17.24 
British Land Company-475,000 0.00 0.00 475,000 38.41 0.39 
Pakuwon Jati Tbk PT80,000,000 27.27 0.25 80,000,000 31.10 0.32 
Foreign Property Total-475,000 80,000,000 27.27 0.25 80,475,000 69.51 0.71 
Equity119.17 1.08 273.96 2.79 
Unit Trust - Local - Equity17.62 0.16 25.95 0.26 
General Equity Total136.79 1.24 299.91 3.06 
Vinci SA-19,000 0.00 0.00 19,000 45.43 0.46 
Goods & Services Total-19,000 0.00 0.00 19,000 45.43 0.46 
Cooper Companies Inc, The-38,000 0.00 0.00 38,000 44.48 0.45 
Icon Plc900,000 900,000 13.64 0.12 0.00 0.00 
Integrated Diagnostics Holdings2,500,000 23.95 0.22 2,500,000 24.24 0.25 
Novo-Nordisk A/S175,000 110.35 1.00 175,000 163.65 1.67 
Healthcare Total862,000 3,575,000 147.94 1.34 2,713,000 232.37 2.37 
Anglo American plc-20,000 60,000 43.35 0.39 80,000 51.72 0.53 
BHP Group Ltd.90,000 90,000 54.54 0.49 0.00 0.00 
Glencore plc-1,825,000 1,450,000 185.59 1.68 3,275,000 261.02 2.66 
Kumba Iron Ore Ltd.-65,000 195,000 62.27 0.56 260,000 84.46 0.86 
Industrial Metals and Mining Total-1,820,000 1,795,000 345.75 3.13 3,615,000 397.20 4.05 
Hudaco Industries Ltd.166,668 316,648 60.07 0.54 149,980 26.39 0.27 
Industrial Support Services Total166,668 316,648 60.07 0.54 149,980 26.39 0.27 
Elevance Health Inc-8,500 0.00 0.00 8,500 46.82 0.48 
Insurance Total-8,500 0.00 0.00 8,500 46.82 0.48 
Brait plc72,624 54.58 0.49 72,624 55.19 0.56 
JSE Ltd.-498,696 51,304 8.20 0.07 550,000 70.11 0.71 
PSG Financial Services Ltd.283,296 6,683,296 178.38 1.62 6,400,000 145.92 1.49 
Investment Banking and Brokerage Services Total-215,400 6,807,224 241.15 2.19 7,022,624 271.23 2.76 
Discovery Ltd.400,000 99.76 0.90 400,000 78.80 0.80 
Life Insurance Total400,000 99.76 0.90 400,000 78.80 0.80 
Universal Music Group160,000 160,000 52.22 0.47 0.00 0.00 
Media Total160,000 160,000 52.22 0.47 0.00 0.00 
Money Market - 11 months duration31.70 0.29 0.00 0.00 
Money Market - 4 months duration99.24 0.90 0.00 0.00 
Money Market - 7 months duration145.44 1.32 98.28 1.00 
Money Market - 9 months duration0.00 0.00 93.82 0.96 
Nedgroup Investments Corporate Money Market - C25-243,300,000 22,000,000 23.23 0.21 265,300,000 266.65 2.72 
Money Market Total-243,300,000 22,000,000 299.61 2.72 265,300,000 458.75 4.68 
Santam Ltd.54,982 500,000 195.93 1.78 445,018 168.16 1.71 
Non-life Insurance Total54,982 500,000 195.93 1.78 445,018 168.16 1.71 
Abax Global Equity Fund (USD) - C550,851 239.59 2.17 550,851 251.45 2.56 
Offshore Intern Total550,851 239.59 2.17 550,851 251.45 2.56 
Thungela Resources Ltd.-500,000 0.00 0.00 500,000 43.76 0.45 
Oil, Gas and Coal Total-500,000 0.00 0.00 500,000 43.76 0.45 
Bid Corporation Ltd.150,000 550,000 224.17 2.03 400,000 172.90 1.76 
Dis-Chem Pharmacies Ltd.-400,000 2,100,000 78.16 0.71 2,500,000 81.85 0.83 
Shoprite Holdings Ltd.150,000 450,000 124.11 1.13 300,000 82.20 0.84 
Personal Care, Drug and Grocery Stores Total-100,000 3,100,000 426.44 3.87 3,200,000 336.95 3.43 
Compagnie Financière Richemont SA-3,000 39,000 115.39 1.05 42,000 137.31 1.40 
Personal Goods Total-3,000 39,000 115.39 1.05 42,000 137.31 1.40 
Adcock Ingram Holdings Ltd.-900,000 0.00 0.00 900,000 64.80 0.66 
Pharmaceuticals and Biotechnology Total-900,000 0.00 0.00 900,000 64.80 0.66 
AngloGold Ashanti plc16,000 61,000 100.19 0.91 45,000 54.61 0.56 
Gold Fields Ltd.145,000 145,000 110.27 1.00 0.00 0.00 
Harmony Gold Mining Company Ltd.100,000 100,000 25.60 0.23 0.00 0.00 
Impala Platinum Holdings Ltd.200,000 200,000 47.79 0.43 0.00 0.00 
Valterra Platinum Ltd.-20,600 85,000 119.09 1.08 105,600 130.46 1.33 
Precious Metals and Mining Total440,400 591,000 402.93 3.65 150,600 185.06 1.89 
Fortress Real Estate Investments Ltd.950,087 2,200,087 48.62 0.44 1,250,000 28.84 0.29 
NEPI Rockcastle NV500,000 500,000 67.89 0.62 0.00 0.00 
Real Estate Investment and Services Total1,450,087 2,700,087 116.51 1.06 1,250,000 28.84 0.29 
Hammerson plc1,150,000 78.78 0.71 1,150,000 78.64 0.80 
Shaftesbury Capital plc350,000 4,000,000 115.84 1.05 3,650,000 120.21 1.23 
Stor-Age Property REIT Ltd.1,550,000 2,750,000 45.93 0.42 1,200,000 18.60 0.19 
Real Estate Investment Trusts Total1,900,000 7,900,000 240.55 2.18 6,000,000 217.45 2.22 
Bath & Body Works Inc900,000 900,000 10.16 0.09 0.00 0.00 
Lululemon Athletica Incorporated-27,500 0.00 0.00 27,500 84.30 0.86 
Retail Total872,500 900,000 10.16 0.09 27,500 84.30 0.86 
Combined Motor Holdings Ltd.1,262,220 44.40 0.40 1,262,220 41.65 0.42 
Italtile Ltd.3,250,000 8,500,000 72.68 0.66 5,250,000 48.62 0.50 
KAL Group Ltd.809,100 36.89 0.33 809,100 33.84 0.35 
Mr Price Group Ltd.-375,000 0.00 0.00 375,000 76.39 0.78 
Pepkor Holdings Ltd.1,560,000 5,510,000 124.53 1.13 3,950,000 96.02 0.98 
Truworths International Ltd.250,000 1,650,000 85.26 0.77 1,400,000 76.58 0.78 
We Buy Cars Holdings Ltd.1,725,413 4,234,272 168.52 1.53 2,508,859 138.94 1.42 
Woolworths Holdings Ltd.-50,000 2,700,000 136.94 1.24 2,750,000 138.30 1.41 
Retailers Total6,360,413 24,665,592 669.22 6.07 18,305,179 650.34 6.63 
Bytes Technology Group plc175,000 1,075,000 67.16 0.61 900,000 83.07 0.85 
Prosus NV371,000 711,000 546.51 4.96 340,000 411.64 4.20 
Software and Computer Services Total546,000 1,786,000 613.67 5.56 1,240,000 494.71 5.04 
Adobe Systems21,000 41,000 168.80 1.53 20,000 122.74 1.25 
Adyen N.V.3,350 6,000 101.08 0.92 2,650 73.33 0.75 
Amadeus IT Holding SA77,000 77,000 74.26 0.67 0.00 0.00 
Amazon.Com16,000 34,000 119.45 1.08 18,000 67.94 0.69 
Applied Materials Incorporated-19,000 0.00 0.00 19,000 67.69 0.69 
Meta Platforms Inc5,000 5,000 47.49 0.43 0.00 0.00 
Paycom Software Inc32,500 32,500 67.87 0.62 0.00 0.00 
Salesforce.com Inc11,500 33,500 106.67 0.97 22,000 90.59 0.92 
Wise PLC520,000 520,000 106.82 0.97 0.00 0.00 
Wix.com Ltd105,000 145,000 222.57 2.02 40,000 119.72 1.22 
Technology Total772,350 894,000 1,015.02 9.20 121,650 542.01 5.52 
Sea Ltd. (Singapore)37,500 37,500 51.75 0.47 0.00 0.00 
Telecom Total37,500 37,500 51.75 0.47 0.00 0.00 
City Lodge Hotels Ltd.1,500,000 11,000,000 48.07 0.44 9,500,000 38.57 0.39 
Travel and Leisure Total1,500,000 11,000,000 48.07 0.44 9,500,000 38.57 0.39 
Portfolio Total322,689,105 1,028,776,226 11,029.23 100.00 706,087,121 9,810.34 100.00