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ClucasGray Equilibrium Prescient Fund  |  South African-Multi Asset-High Equity
Reg Compliant
2.0244    +0.0070    (+0.347%)
NAV price (ZAR) Wed 24 Dec 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Additional0.00 0.00 3.56 0.25 
Additional Total0.00 0.00 3.56 0.25 
Absa Group Ltd.435,103 435,103 78.75 5.01 0.00 0.00 
FirstRand Ltd.468,062 468,062 36.46 2.32 0.00 0.00 
Standard Bank Group Ltd.182,190 182,190 43.13 2.74 0.00 0.00 
Banks Total1,085,355 1,085,355 158.34 10.08 0.00 0.00 
Consumer Goods0.00 0.00 68.08 4.76 
Beverages Total0.00 0.00 68.08 4.76 
SA Bond FRB327,800,000 7,800,000 7.94 0.51 0.00 0.00 
SA Bond MML0414,976,000 14,976,000 14.91 0.95 0.00 0.00 
SA Bond R203362,081,063 62,081,063 66.46 4.23 0.00 0.00 
SA Bond R203572,640,492 72,640,492 71.96 4.58 0.00 0.00 
SA Bond R20976,803,746 76,803,746 61.04 3.88 0.00 0.00 
SA Bond R21011,680,146 11,680,146 29.35 1.87 0.00 0.00 
SA Bond R21355,662,450 55,662,450 53.17 3.38 0.00 0.00 
Bond Total301,643,897 301,643,897 304.84 19.40 0.00 0.00 
0.00 0.00 22.89 1.60 
Cash on call31.49 2.00 0.00 0.00 
Corporate debt - convertible0.00 0.00 15.09 1.05 
Financial institutions0.00 0.00 7.90 0.55 
Government issued paper0.00 0.00 260.19 18.19 
Cash on call Total31.49 2.00 306.07 21.39 
AECI Ltd.193,492 193,492 18.80 1.20 0.00 0.00 
Sasol Ltd.164,811 164,811 17.69 1.13 0.00 0.00 
Chemicals Total358,303 358,303 36.49 2.32 0.00 0.00 
EPE Capital Partners Ltd.3,334,564 3,334,564 22.81 1.45 0.00 0.00 
Closed End Investments Total3,334,564 3,334,564 22.81 1.45 0.00 0.00 
Reunert Ltd.488,558 488,558 26.18 1.67 0.00 0.00 
Electronic and Electrical Equipment Total488,558 488,558 26.18 1.67 0.00 0.00 
iShares 1-3 Year Treasury Bond ETF7,545 7,545 16.09 1.02 0.00 0.00 
Equities Total7,545 7,545 16.09 1.02 0.00 0.00 
Arcus Japan Fund6,038 6,038 35.73 2.27 0.00 0.00 
Financials Total6,038 6,038 35.73 2.27 0.00 0.00 
Consumer Services0.00 0.00 119.95 8.38 
Food & Drug Retailers Total0.00 0.00 119.95 8.38 
Astral Foods Ltd.102,748 102,748 21.21 1.35 0.00 0.00 
Premier Group Ltd.167,674 167,674 25.48 1.62 0.00 0.00 
Food Producers Total270,422 270,422 46.69 2.97 0.00 0.00 
European - Currency0.19 0.01 0.00 0.00 
Foreign - Money Market0.00 0.00 17.84 1.25 
Foreign Cash0.00 0.00 1.08 0.08 
Japan - Currency0.10 0.01 0.00 0.00 
United Kingdom - Currency0.06 0.00 0.00 0.00 
USA - Currency0.17 0.01 0.00 0.00 
For Currency Total0.52 0.03 18.92 1.32 
Foreign - Bonds17.70 1.13 0.00 0.00 
Foreign Direct Funds (FCIS Equity)0.00 0.00 163.50 11.43 
Foreign Invest Total17.70 1.13 163.50 11.43 
Basic Materials0.00 0.00 123.35 8.62 
Forestry & Paper Total0.00 0.00 123.35 8.62 
Domestic Funds (Equity)0.00 0.00 116.64 8.15 
Equity11.40 0.73 0.00 0.00 
Other assets0.00 0.00 15.86 1.11 
Other Equities0.00 0.00 101.03 7.06 
General Equity Total11.40 0.73 233.54 16.32 
Financials0.00 0.00 239.65 16.75 
General Financial Total0.00 0.00 239.65 16.75 
Industrials0.00 0.00 71.26 4.98 
Nampak Ltd.35,910 35,910 16.30 1.04 0.00 0.00 
General Industrials Total35,910 35,910 16.30 1.04 71.26 4.98 
Health Care0.00 0.00 29.07 2.03 
Health Care Equipment & Services Total0.00 0.00 29.07 2.03 
Life Healthcare Group Holdings Ltd.1,935,097 1,935,097 22.47 1.43 0.00 0.00 
Health Care Providers Total1,935,097 1,935,097 22.47 1.43 0.00 0.00 
ClucasGray Flexible Income Prescient - B224,262,306 24,262,306 26.89 1.71 0.00 0.00 
Income Total24,262,306 24,262,306 26.89 1.71 0.00 0.00 
African Rainbow Minerals Ltd.172,530 172,530 31.99 2.04 0.00 0.00 
Anglo American plc58,537 58,537 37.76 2.40 0.00 0.00 
Glencore plc217,034 217,034 17.36 1.10 0.00 0.00 
Industrial Metals and Mining Total448,101 448,101 87.12 5.54 0.00 0.00 
Metrofile Holdings Ltd.5,262,962 5,262,962 15.79 1.00 0.00 0.00 
Industrial Support Services Total5,262,962 5,262,962 15.79 1.00 0.00 0.00 
Dodge & Cox Worldwide Funds - Global Stock Fund Acc (USD) A127,577 127,577 93.42 5.94 0.00 0.00 
Nedgroup Investments Global Equity Feeder - B23,757,130 3,757,130 66.76 4.25 0.00 0.00 
International Total3,884,707 3,884,707 160.18 10.19 0.00 0.00 
Coronation Fund Managers Ltd.361,858 361,858 16.05 1.02 0.00 0.00 
Ninety One plc262,613 262,613 12.32 0.78 0.00 0.00 
Reinet Investments SCA60,668 60,668 30.64 1.95 0.00 0.00 
Sabvest Capital Ltd.178,165 178,165 20.84 1.33 0.00 0.00 
Investment Banking and Brokerage Services Total863,304 863,304 79.85 5.08 0.00 0.00 
Momentum Group Ltd.464,193 464,193 15.28 0.97 0.00 0.00 
Old Mutual Ltd.3,283,054 3,283,054 43.70 2.78 0.00 0.00 
Life Insurance Total3,747,247 3,747,247 58.97 3.75 0.00 0.00 
Telecommunications0.00 0.00 34.00 2.38 
Mobile Telecommunications Total0.00 0.00 34.00 2.38 
Old Mutual Money Market - A13,133,983 13,133,983 13.22 0.84 0.00 0.00 
Money Market Total13,133,983 13,133,983 13.22 0.84 0.00 0.00 
iShares Core EURO STOXX 50 UCITS ETF7,700 7,700 32.74 2.08 0.00 0.00 
Offshore Intern Total7,700 7,700 32.74 2.08 0.00 0.00 
Exxaro Resources Ltd.148,871 148,871 26.66 1.70 0.00 0.00 
Oil, Gas and Coal Total148,871 148,871 26.66 1.70 0.00 0.00 
Adcock Ingram Holdings Ltd.282,410 282,410 20.33 1.29 0.00 0.00 
Pharmaceuticals and Biotechnology Total282,410 282,410 20.33 1.29 0.00 0.00 
Valterra Platinum Ltd.34,814 34,814 42.05 2.68 0.00 0.00 
Precious Metals and Mining Total34,814 34,814 42.05 2.68 0.00 0.00 
Domestic Funds (Real Estate)0.00 0.00 19.83 1.39 
Real Estate Total0.00 0.00 19.83 1.39 
MAS plc496,050 496,050 10.55 0.67 0.00 0.00 
Real Estate Investment and Services Total496,050 496,050 10.55 0.67 0.00 0.00 
Fairvest Ltd.3,231,723 3,231,723 17.94 1.14 0.00 0.00 
Growthpoint Properties Ltd.695,945 695,945 10.28 0.65 0.00 0.00 
Spear REIT Ltd.1,555,077 1,555,077 15.94 1.01 0.00 0.00 
Real Estate Investment Trusts Total5,482,745 5,482,745 44.15 2.81 0.00 0.00 
KAL Group Ltd.555,905 555,905 23.13 1.47 0.00 0.00 
Motus Holdings Ltd.263,194 263,194 27.37 1.74 0.00 0.00 
The Foschini Group Ltd.177,642 177,642 19.28 1.23 0.00 0.00 
Retailers Total996,741 996,741 69.78 4.44 0.00 0.00 
Naspers Ltd.10,375 10,375 65.38 4.16 0.00 0.00 
Software and Computer Services Total10,375 10,375 65.38 4.16 0.00 0.00 
MTN Group Ltd.189,740 189,740 26.62 1.69 0.00 0.00 
Telecommunications Service Providers Total189,740 189,740 26.62 1.69 0.00 0.00 
British American Tobacco plc34,740 34,740 31.64 2.01 0.00 0.00 
Tobacco Total34,740 34,740 31.64 2.01 0.00 0.00 
Southern Sun Ltd.1,471,914 1,471,914 12.61 0.80 0.00 0.00 
Travel and Leisure Total1,471,914 1,471,914 12.61 0.80 0.00 0.00 
Portfolio Total369,924,399 369,924,399 1,571.58 100.00 1,430.77 100.00