Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Methodical BCI Equity Fund  |  South African-Equity-General
2.9641    +0.0025    (+0.084%)
NAV price (ZAR) Thu 14 May 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.23,959 41,502 9.92 0.73 17,543 4.20 0.37 
Banks Total23,959 41,502 9.92 0.73 17,543 4.20 0.37 
Hecla Mining Co-16,138 11,117 3.26 0.24 27,255 8.79 0.78 
Basic Resources Total-16,138 11,117 3.26 0.24 27,255 8.79 0.78 
Cash on call176.30 12.90 12.13 1.07 
Margin Account17,357,000 17,357,000 17.42 1.27 0.40 0.04 
Cash on call Total17,357,000 17,357,000 193.72 14.17 12.53 1.11 
Sasol Ltd.62,129 362,574 81.42 5.96 300,445 31.91 2.83 
Chemicals Total62,129 362,574 81.42 5.96 300,445 31.91 2.83 
Albemarle Corp.615 615 1.86 0.14 0.00 0.00 
SanDisk Corporation458 458 4.46 0.33 0.00 0.00 
Cyclical Goods & Services Total1,073 1,073 6.32 0.47 0.00 0.00 
iShares MSCI USA Quality Factor ETF20,904 20,904 66.32 4.85 0.00 0.00 
SPDR S&P 500 ETF1,984 3,093 33.35 2.44 1,109 12.63 1.12 
Equities Total22,888 23,997 99.67 7.29 1,109 12.63 1.12 
Cipher Mining Inc-28,545 15,307 3.13 0.23 43,852 10.58 0.94 
Robinhood Markets Inc-1,468 0.00 0.00 1,468 2.80 0.25 
Financial Services Total-30,013 15,307 3.13 0.23 45,320 13.38 1.19 
Astral Foods Ltd.7,048 27,996 7.14 0.52 20,948 5.59 0.50 
RFG Holdings Ltd.-102,557 0.00 0.00 102,557 2.37 0.21 
Food Producers Total-95,509 27,996 7.14 0.52 123,505 7.96 0.71 
European - Currency0.00 0.00 0.00 0.00 
USA - Currency1.76 0.13 1.68 0.15 
For Currency Total1.76 0.13 1.68 0.15 
Foreign - Equities14.73 1.08 40.94 3.63 
Foreign Invest Total14.73 1.08 40.94 3.63 
Bloom Energy Company-3,145 2,174 4.42 0.32 5,319 7.68 0.68 
QuantumScape-28,645 0.00 0.00 28,645 4.92 0.44 
Goods & Services Total-31,790 2,174 4.42 0.32 33,964 12.59 1.12 
Revolution Medicines Inc1,302 1,302 2.05 0.15 0.00 0.00 
Healthcare Total1,302 1,302 2.05 0.15 0.00 0.00 
African Rainbow Minerals Ltd.28,239 28,239 6.43 0.47 0.00 0.00 
Anglo American plc-6,624 12,353 8.89 0.65 18,977 13.00 1.15 
BHP Group Ltd.4,031 4,031 2.43 0.18 0.00 0.00 
Glencore plc585,889 696,766 88.89 6.50 110,877 10.11 0.90 
South32 Ltd.957,737 957,737 48.93 3.58 0.00 0.00 
Industrial Metals and Mining Total1,569,272 1,699,126 155.57 11.38 129,854 23.11 2.05 
Grindrod Ltd.-226,336 52,681 0.97 0.07 279,017 4.74 0.42 
Industrial Transportation Total-226,336 52,681 0.97 0.07 279,017 4.74 0.42 
Methodical BCI Global Dynamic - B522,134,878 136,405,922 264.50 19.35 114,271,044 202.09 17.91 
International Total22,134,878 136,405,922 264.50 19.35 114,271,044 202.09 17.91 
Hosken Consolidated Investments Ltd.10,465 10,465 1.73 0.13 0.00 0.00 
JSE Ltd.10,900 10,900 1.72 0.13 0.00 0.00 
Ninety One Ltd.40,845 2.07 0.15 40,845 1.95 0.17 
Ninety One plc-32,060 23,791 1.22 0.09 55,851 2.70 0.24 
PSG Financial Services Ltd.-44,873 0.00 0.00 44,873 1.22 0.11 
Investment Banking and Brokerage Services Total-55,568 86,001 6.75 0.49 141,569 5.87 0.52 
Warner Bros. Discovery International-2,788 0.00 0.00 2,788 1.33 0.12 
Media Total-2,788 0.00 0.00 2,788 1.33 0.12 
Exxaro Resources Ltd.10,284 13,247 2.95 0.22 2,963 0.53 0.05 
Thungela Resources Ltd.369,818 369,818 62.45 4.57 0.00 0.00 
Oil, Gas and Coal Total380,102 383,065 65.41 4.78 2,963 0.53 0.05 
Aspen Pharmacare Holdings Ltd.72,175 72,175 9.31 0.68 0.00 0.00 
Pharmaceuticals and Biotechnology Total72,175 72,175 9.31 0.68 0.00 0.00 
DRDGOLD Ltd.-417,377 1,129,919 55.05 4.03 1,547,296 81.02 7.18 
Impala Platinum Holdings Ltd.-95,813 223,235 52.61 3.85 319,048 83.59 7.41 
Northam Platinum Holdings Ltd.-67,581 198,157 67.08 4.91 265,738 89.58 7.94 
Pan African Resources plc-1,003,898 2,549,544 77.89 5.70 3,553,442 95.69 8.48 
Sibanye Stillwater Ltd.-725,221 922,411 46.07 3.37 1,647,632 99.68 8.83 
Valterra Platinum Ltd.-16,885 46,182 63.70 4.66 63,067 88.90 7.88 
Precious Metals and Mining Total-2,326,775 5,069,448 362.40 26.51 7,396,223 538.46 47.72 
Fairvest Ltd.-751,316 0.00 0.00 751,316 5.39 0.48 
Growthpoint Properties Ltd.-1,467,888 0.00 0.00 1,467,888 25.19 2.23 
Hyprop Investments Ltd.1,818 15,074 0.80 0.06 13,256 0.76 0.07 
Redefine Properties Ltd.-1,141,093 145,506 0.86 0.06 1,286,599 7.72 0.68 
Resilient REIT Ltd.6,857 6,857 0.54 0.04 0.00 0.00 
Real Estate Investment Trusts Total-3,351,622 167,437 2.20 0.16 3,519,059 39.06 3.46 
Wayfair Inc-709 0.00 0.00 709 1.18 0.11 
Retail Total-709 0.00 0.00 709 1.18 0.11 
Motus Holdings Ltd.-42,692 13,452 1.54 0.11 56,144 6.85 0.61 
Retailers Total-42,692 13,452 1.54 0.11 56,144 6.85 0.61 
Datatec Ltd.-45,310 0.00 0.00 45,310 3.58 0.32 
Naspers Ltd.-7,525 0.00 0.00 7,525 8.31 0.74 
Prosus NV-15,410 0.00 0.00 15,410 15.77 1.40 
Software and Computer Services Total-68,245 0.00 0.00 68,245 27.67 2.45 
Applied Digital Corporation-18,692 5,241 1.83 0.13 23,933 9.53 0.84 
Ciena Corporation318 1,223 7.59 0.56 905 3.57 0.32 
Credo Technology Group Holding-1,315 0.00 0.00 1,315 3.15 0.28 
Hut 8 Mining Corp-2,223 0.00 0.00 2,223 1.70 0.15 
Micron Technology724 1,042 5.71 0.42 318 1.54 0.14 
Palantir Technologies-91 0.00 0.00 91 0.27 0.02 
Planet Labs PBC8,246 8,246 3.91 0.29 0.00 0.00 
Rigetti Computing Inc-10,222 0.00 0.00 10,222 3.79 0.34 
Teradyne Incorporated1,110 1,110 5.22 0.38 0.00 0.00 
Western Digital Corporation-4,187 1,413 6.05 0.44 5,600 16.31 1.45 
Technology Total-26,332 18,275 30.31 2.22 44,607 39.86 3.53 
AST SpaceMobile Inc-1,840 437 0.55 0.04 2,277 2.81 0.25 
Telecom Total-1,840 437 0.55 0.04 2,277 2.81 0.25 
Blu Label Unlimited Group Ltd.-262,700 0.00 0.00 262,700 2.77 0.25 
MTN Group Ltd.-90,056 187,578 36.22 2.65 277,634 47.06 4.17 
Telkom SA SOC Ltd.-499,783 62,311 3.64 0.27 562,094 33.17 2.94 
Telecommunications Service Providers Total-852,539 249,889 39.86 2.92 1,102,428 83.00 7.36 
British American Tobacco plc-5,364 0.00 0.00 5,364 5.12 0.45 
Tobacco Total-5,364 0.00 0.00 5,364 5.12 0.45 
Portfolio Total34,490,518 162,061,950 1,366.89 100.01 127,571,432 1,128.28 100.00