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ClucasGray Equilibrium Prescient Fund  |  South African-Multi Asset-High Equity
Reg Compliant
1.9800    +0.0108    (+0.548%)
NAV price (ZAR) Fri 12 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-54,340 372,891 89.10 5.17 427,231 102.26 6.01 
FirstRand Ltd.-84,009 243,293 21.45 1.24 327,302 29.70 1.75 
Nedbank Group Ltd.58,637 105,787 28.22 1.64 47,150 12.55 0.74 
Standard Bank Group Ltd.182,190 54.93 3.19 182,190 52.91 3.11 
Sberbank35,000 35,000 0.00 0.00 0.00 0.00 
Banks Total-44,712 939,161 193.70 11.24 983,873 197.43 11.60 
Anheuser-Busch InBev SA/NV10,650 22,100 26.04 1.51 11,450 12.26 0.72 
Beverages Total10,650 22,100 26.04 1.51 11,450 12.26 0.72 
SA Bond FRB327,800,000 7.92 0.46 7,800,000 7.93 0.47 
SA Bond I20316,983,000 29,546,000 33.42 1.94 22,563,000 25.73 1.51 
SA Bond I203334,272,655 47.63 2.76 34,272,655 48.51 2.85 
SA Bond MML0414,976,000 14.78 0.86 14,976,000 15.35 0.90 
SA Bond R203342,750,500 45.33 2.63 42,750,500 48.85 2.87 
SA Bond R20357,541,000 90,761,492 89.87 5.21 83,220,492 89.31 5.25 
SA Bond R20990,022,746 72.31 4.20 90,022,746 78.41 4.61 
SA Bond SNT0816,000,000 16.33 0.95 16,000,000 16.35 0.96 
Bond Total14,524,000 326,129,393 327.60 19.01 311,605,393 330.44 19.42 
Cash on call40.97 2.38 24.48 1.44 
Cash on call Total40.97 2.38 24.48 1.44 
AECI Ltd.-18,000 193,592 22.61 1.31 211,592 18.90 1.11 
Sasol Ltd.-22,220 142,591 32.02 1.86 164,811 17.50 1.03 
Chemicals Total-40,220 336,183 54.62 3.17 376,403 36.40 2.14 
EPE Capital Partners Ltd.-1,383,844 1,950,720 13.21 0.77 3,334,564 23.34 1.37 
Closed End Investments Total-1,383,844 1,950,720 13.21 0.77 3,334,564 23.34 1.37 
Reunert Ltd.488,558 31.74 1.84 488,558 30.45 1.79 
Electronic and Electrical Equipment Total488,558 31.74 1.84 488,558 30.45 1.79 
iShares Core EURO STOXX 507,700 7,700 32.22 1.87 0.00 0.00 
Equities Total7,700 7,700 32.22 1.87 0.00 0.00 
Arcus Japan Fund6,038 35.67 2.07 6,038 35.28 2.07 
Financials Total6,038 35.67 2.07 6,038 35.28 2.07 
Astral Foods Ltd.96,514 24.60 1.43 96,514 25.74 1.51 
Premier Group Ltd.167,674 29.10 1.69 167,674 28.11 1.65 
Food Producers Total264,188 53.71 3.12 264,188 53.85 3.16 
European - Currency0.18 0.01 0.18 0.01 
Japan - Currency0.09 0.01 0.09 0.01 
United Kingdom - Currency0.06 0.00 0.06 0.00 
USA - Currency0.14 0.01 0.66 0.04 
For Currency Total0.47 0.03 0.99 0.06 
Foreign - Bonds17.37 1.01 16.68 0.98 
Foreign - Unit Trusts0.00 0.00 15.57 0.91 
Foreign Invest Total17.37 1.01 32.25 1.89 
Nampak Ltd.35,910 16.34 0.95 35,910 19.40 1.14 
General Industrials Total35,910 16.34 0.95 35,910 19.40 1.14 
Life Healthcare Group Holdings Ltd.166,000 2,249,528 25.98 1.51 2,083,528 23.73 1.39 
Health Care Providers Total166,000 2,249,528 25.98 1.51 2,083,528 23.73 1.39 
ClucasGray Flexible Income Prescient - B2514,416 25,258,932 28.29 1.64 24,744,516 28.57 1.68 
Income Total514,416 25,258,932 28.29 1.64 24,744,516 28.57 1.68 
African Rainbow Minerals Ltd.172,530 39.30 2.28 172,530 34.32 2.02 
Anglo American plc-3,460 49,092 35.17 2.04 52,552 36.00 2.12 
Glencore plc32,040 298,434 38.07 2.21 266,394 24.28 1.43 
Industrial Metals and Mining Total28,580 520,056 112.54 6.53 491,476 94.60 5.56 
Dodge & Cox Worldwide Funds - Global Stock Fund Acc (USD) A21,237 148,814 108.18 6.28 127,577 93.81 5.51 
Nedgroup Investments Global Equity Feeder - B217,210 3,774,960 59.28 3.44 3,757,750 65.69 3.86 
International Total38,447 3,923,774 167.46 9.72 3,885,327 159.51 9.37 
Brait plc23,856 17.93 1.04 23,856 17.92 1.05 
Coronation Fund Managers Ltd.361,858 15.93 0.92 361,858 16.92 0.99 
Ninety One plc-262,613 0.00 0.00 262,613 12.68 0.75 
Reinet Investments SCA28,690 95,698 52.32 3.04 67,008 38.86 2.28 
Sabvest Capital Ltd.-9,712 168,453 23.41 1.36 178,165 21.91 1.29 
Investment Banking and Brokerage Services Total-243,635 649,865 109.60 6.36 893,500 108.29 6.36 
Momentum Group Ltd.464,193 16.67 0.97 464,193 17.75 1.04 
Old Mutual Ltd.3,283,054 45.44 2.64 3,283,054 48.92 2.87 
Life Insurance Total3,747,247 62.11 3.60 3,747,247 66.67 3.92 
Caxton and CTP Publishers and Printers Ltd.13,000 1,189,278 15.46 0.90 1,176,278 15.50 0.91 
Media Total13,000 1,189,278 15.46 0.90 1,176,278 15.50 0.91 
Old Mutual Money Market - C0.00 0.00 0.01 0.00 
Old Mutual Money Market - M320,080,883 20,080,883 20.20 1.17 0.00 0.00 
Money Market Total20,080,883 20,080,883 20.20 1.17 0.01 0.00 
iShares Core EURO STOXX 50 UCITS ETF-7,700 0.00 0.00 7,700 33.05 1.94 
Offshore Intern Total-7,700 0.00 0.00 7,700 33.05 1.94 
Exxaro Resources Ltd.-18,300 130,571 29.12 1.69 148,871 26.65 1.57 
Oil, Gas and Coal Total-18,300 130,571 29.12 1.69 148,871 26.65 1.57 
Pick n Pay Stores Ltd.140,350 530,350 10.16 0.59 390,000 9.71 0.57 
Personal Care, Drug and Grocery Stores Total140,350 530,350 10.16 0.59 390,000 9.71 0.57 
Valterra Platinum Ltd.-1,970 32,844 45.30 2.63 34,814 49.07 2.88 
Precious Metals and Mining Total-1,970 32,844 45.30 2.63 34,814 49.07 2.88 
MAS plc496,050 9.52 0.55 496,050 11.21 0.66 
Real Estate Investment and Services Total496,050 9.52 0.55 496,050 11.21 0.66 
Fairvest Ltd.-480,000 2,751,723 17.56 1.02 3,231,723 23.20 1.36 
Growthpoint Properties Ltd.695,945 11.18 0.65 695,945 11.94 0.70 
Redefine Properties Ltd.2,050,000 12.05 0.70 2,050,000 12.30 0.72 
Spear REIT Ltd.1,555,077 18.89 1.10 1,555,077 18.37 1.08 
Real Estate Investment Trusts Total-480,000 7,052,745 59.69 3.46 7,532,745 65.81 3.87 
KAL Group Ltd.555,905 25.01 1.45 555,905 27.80 1.63 
Motus Holdings Ltd.-40,150 223,044 25.49 1.48 263,194 32.09 1.89 
Mr Price Group Ltd.-2,025 0.00 0.00 2,025 0.35 0.02 
The Foschini Group Ltd.74,379 252,021 17.79 1.03 177,642 15.14 0.89 
Truworths International Ltd.370,509 370,509 19.19 1.11 0.00 0.00 
Retailers Total402,713 1,401,479 87.47 5.07 998,766 75.38 4.43 
Naspers Ltd.6,520 61,395 52.65 3.05 54,875 60.61 3.56 
Software and Computer Services Total6,520 61,395 52.65 3.05 54,875 60.61 3.56 
MTN Group Ltd.-37,270 152,470 29.44 1.71 189,740 32.16 1.89 
Telecommunications Service Providers Total-37,270 152,470 29.44 1.71 189,740 32.16 1.89 
British American Tobacco plc-31,100 0.00 0.00 31,100 29.69 1.74 
Tobacco Total-31,100 0.00 0.00 31,100 29.69 1.74 
Southern Sun Ltd.1,471,914 14.98 0.87 1,471,914 15.07 0.89 
Travel and Leisure Total1,471,914 14.98 0.87 1,471,914 15.07 0.89 
Portfolio Total33,644,508 399,129,332 1,723.63 100.00 365,484,824 1,701.85 100.00