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Fairtree Global Emerging Markets Prescient Fund  |  Global-Equity-General
1.7987    -0.0175    (-0.964%)
NAV price (ZAR) Fri 20 Feb 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Hero Honda Motors Limited-3,952 2,457 2.61 0.37 6,409 6.83 0.64 
Kia Motors-4,266 0.00 0.00 4,266 5.29 0.50 
Auto Total-8,218 2,457 2.61 0.37 10,675 12.11 1.14 
Absa Group Ltd.-11,813 16,246 3.89 0.55 28,059 5.08 0.48 
Capitec Bank Holdings Ltd.-897 1,235 5.13 0.72 2,132 7.41 0.70 
FirstRand Ltd.-35,168 48,366 4.39 0.62 83,534 6.51 0.61 
Axis Bank-4,168 5,732 6.57 0.93 9,900 10.95 1.03 
Bank Rakyat Indonesia Persero Terbuka-133,000 861,400 3.22 0.45 994,400 4.01 0.38 
Grupo Financiero Banorte SAB de CV-65,900 19,300 2.97 0.42 85,200 12.58 1.19 
Halyk Bank-16,835 23,336 11.56 1.63 40,171 18.54 1.75 
HDFC Bank-10,534 13,692 2.50 0.35 24,226 4.48 0.42 
ICICI Bank Ltd-6,878 8,816 2.18 0.31 15,694 4.12 0.39 
Industrial Bank of Japan-14,125 0.00 0.00 14,125 3.38 0.32 
Industrial Bank of Korea11,672 11,672 2.80 0.39 0.00 0.00 
Itau Unibanco Banco Multiplo S.A.28,172 28,172 3.38 0.48 0.00 0.00 
Itau Unibanco Banco Multiplo S.A.-35,330 0.02 0.00 35,330 4.47 0.42 
KB Financial Group Inc (S Korea)-1,920 2,479 3.54 0.50 4,399 6.26 0.59 
Kotak Mahindra Bank-4,372 5,744 2.33 0.33 10,116 3.92 0.37 
National Bank of Greece S.A.11,673 11,673 2.96 0.42 0.00 0.00 
Nu Holdings Ltd-7,280 27,225 7.60 1.07 34,505 9.51 0.90 
Saudi National Bank-15,450 34,919 5.83 0.82 50,369 9.09 0.86 
TBC Bank Group PLC-4,277 14,008 12.66 1.78 18,285 19.52 1.84 
Banks Total-316,430 1,134,015 83.52 11.77 1,450,445 129.83 12.25 
BHP Group PLC-3,976 5,470 2.75 0.39 9,446 4.52 0.43 
Gold Fields Ltd - USA-926 11,675 8.52 1.20 12,601 9.02 0.85 
Rosneft OAO7,005 0.00 0.00 7,005 0.00 0.00 
Saudi Arabian Oil Company-32,107 0.00 0.00 32,107 3.64 0.34 
Surgutneftegaz-173,900 0.00 0.00 173,900 0.00 0.00 
Basic Resources Total-210,909 24,150 11.27 1.59 235,059 17.19 1.62 
Cash on call5.90 0.83 16.34 1.54 
Cash on call Total5.90 0.83 16.34 1.54 
Sichuan Expressway Company Limited-194,200 0.00 0.00 194,200 3.66 0.35 
Construction Total-194,200 0.00 0.00 194,200 3.66 0.35 
Alibaba Group Holdings Limited-7,456 5,067 12.35 1.74 12,523 38.94 3.67 
Meituan Class B-10,600 14,500 3.18 0.45 25,100 5.83 0.55 
Trip.com Group Ltd-4,350 8,400 9.89 1.39 12,750 16.88 1.59 
Consumer Services Total-22,406 27,967 25.42 3.58 50,373 61.64 5.81 
Anta Sports Products-7,000 25,800 4.41 0.62 32,800 6.81 0.64 
JDcom-4,077 16,359 7.77 1.09 20,436 12.59 1.19 
Jumbo SA816 9,511 5.18 0.73 8,695 5.19 0.49 
Prada SPA-17,500 39,800 3.80 0.54 57,300 5.96 0.56 
Quanta Services Incorporated-19,000 0.00 0.00 19,000 3.13 0.29 
Tencent Holdings Ltd-5,200 11,700 14.89 2.10 16,900 24.89 2.35 
Youngone Corporation-2,639 3,434 3.22 0.45 6,073 4.85 0.46 
Cyclical Goods & Services Total-54,600 106,604 39.27 5.53 161,204 63.41 5.98 
Gazprom OAO28,790 28,790 0.00 0.00 0.00 0.00 
Glencore International PLC-22,225 54,085 4.90 0.69 76,310 6.10 0.58 
Lukoil Holdings3,433 3,433 0.00 0.00 0.00 0.00 
Energy Total9,998 86,308 4.90 0.69 76,310 6.10 0.58 
BYD Company-800 13,200 2.67 0.38 14,000 3.43 0.32 
iShares MSCI All Country Asia Ex Japan ETF-42 58 0.07 0.01 100 0.11 0.01 
iShares MSCI China ETF-8,077 11,108 6.35 0.89 19,185 11.34 1.07 
iShares MSCI India Fund3,433 3,433 3.04 0.43 0.00 0.00 
iShares MSCI Saudi Arabia ETF-4,070 5,599 3.34 0.47 9,669 6.71 0.63 
iShares MSCI South Korea ETF-271 373 0.61 0.09 644 0.89 0.08 
iShares MSCI Taiwan-2,369 3,260 3.43 0.48 5,629 6.14 0.58 
Kimberley-Clark De Mexico SA DE CV-106,500 0.00 0.00 106,500 3.79 0.36 
KraneShares CSI China Internet ETF-5,773 7,941 4.52 0.64 13,714 9.94 0.94 
Samsung SDI Co Ltd-1,377 5,115 4.41 0.62 6,492 5.73 0.54 
WEG SA24,041 24,041 3.58 0.50 0.00 0.00 
Equities Total-101,805 74,128 32.03 4.51 175,933 48.08 4.54 
Dongbu Securities Company Ltd-475 1,801 2.70 0.38 2,276 3.88 0.37 
Grupo Financiero Banamex Accival SA de CV-400 24,600 3.85 0.54 25,000 4.27 0.40 
JSC KASPI KZ ADR-9,838 19,054 24.91 3.51 28,892 40.86 3.85 
Kiwoom Securities Co., Ltd.-925 1,195 4.12 0.58 2,120 6.39 0.60 
Mercadolibre Inc128 128 4.28 0.60 0.00 0.00 
Sberbank of Russia-122,070 0.00 0.00 122,070 0.00 0.00 
Shinhan Financial Group3,356 3,356 2.95 0.42 0.00 0.00 
Shriram Transport Finance Co Ltd-67,063 0.00 0.00 67,063 8.04 0.76 
Financial Services Total-197,287 50,134 42.80 6.03 247,421 63.44 5.98 
Cheil Jedang Corporation-12,314 16,354 3.93 0.55 28,668 7.16 0.68 
Fomento Economico Mexicano S.A.B. de C.V.-2,539 1,850 3.08 0.43 4,389 7.53 0.71 
Indofood Sukses Makmur-225,400 713,000 4.79 0.67 938,400 7.02 0.66 
Food & Beverage Total-240,253 731,204 11.80 1.66 971,457 21.72 2.05 
Brazil - Currency50,405 0.03 0.00 -50,405 -0.16 -0.02 
European - Currency0.00 0.00 0.00 0.00 
Foreign - Currency0.19 0.03 0.09 0.01 
Hong Kong - Currency-5,587 0.02 0.00 5,587 0.01 0.00 
Mexican Peso-55,671 -0.03 0.00 55,671 0.05 0.01 
United Kingdom - Currency3,608 0.00 0.00 -3,608 -0.08 -0.01 
USA - Currency-248,184 5.38 0.76 248,184 4.29 0.40 
For Currency Total-255,429 5.60 0.79 255,429 4.20 0.40 
Foreign - Equities218.42 30.77 341.30 32.19 
Foreign - Unit Trusts-4,094 0.00 0.00 4,094 3.69 0.35 
Foreign Invest Total-4,094 218.42 30.77 4,094 344.99 32.54 
The Bidvest Group Ltd.-11,669 16,048 3.81 0.54 27,717 5.85 0.55 
General Industrials Total-11,669 16,048 3.81 0.54 27,717 5.85 0.55 
Bosideng International Holdings Limited-54,400 473,600 4.55 0.64 528,000 5.44 0.51 
Detsky mir PJSC162,070 0.00 0.00 162,070 0.00 0.00 
LARGAN Precision Co Ltd-1,000 3,000 3.95 0.56 4,000 5.33 0.50 
Samsung Electronics Company Ltd (Korea)9,733 10,290 2.83 0.40 557 14.31 1.35 
Shenzhou International Group Holdings Ltd-16,400 22,600 2.94 0.41 39,000 5.34 0.50 
Goods & Services Total-62,067 671,560 14.27 2.01 733,627 30.42 2.87 
African Rainbow Minerals Ltd.4,572 29,604 5.89 0.83 25,032 4.64 0.44 
Industrial Metals and Mining Total4,572 29,604 5.89 0.83 25,032 4.64 0.44 
AIA Group Limited-11,000 14,800 2.51 0.35 25,800 4.28 0.40 
BB Seguridade Participacoes-38,600 0.00 0.00 38,600 4.10 0.39 
Odontoprev S.A.-42,200 55,500 1.91 0.27 97,700 4.28 0.40 
Ping AN Insurance-14,900 20,600 2.85 0.40 35,500 4.26 0.40 
Qualitas Controladora SAB de CV-17,200 49,100 8.46 1.19 66,300 10.39 0.98 
Insurance Total-123,900 140,000 15.73 2.22 263,900 27.31 2.58 
MediaTek Incorporated7,000 5.29 0.74 7,000 5.22 0.49 
Media Total7,000 5.29 0.74 7,000 5.22 0.49 
Bid Corporation Ltd.-1,359 16,633 7.02 0.99 17,992 7.77 0.73 
Clicks Group Ltd.18,338 18,338 6.17 0.87 0.00 0.00 
Dis-Chem Pharmacies Ltd.-168,862 0.00 0.00 168,862 5.52 0.52 
Personal Care, Drug and Grocery Stores Total-151,883 34,971 13.19 1.86 186,854 13.29 1.25 
Harmony Gold Mining Company Ltd.-14,977 31,520 10.62 1.50 46,497 14.27 1.35 
Impala Platinum Holdings Ltd.23,440 23,440 6.14 0.87 0.00 0.00 
Northam Platinum Holdings Ltd.-10,661 11,224 3.78 0.53 21,885 6.11 0.58 
Valterra Platinum Ltd.-8,541 6,780 9.56 1.35 15,321 18.51 1.75 
Precious Metals and Mining Total-10,739 72,964 30.11 4.24 83,703 38.89 3.67 
Jeronimo Martins SGPS SA937 7,512 2.96 0.42 6,575 2.75 0.26 
Retail Total937 7,512 2.96 0.42 6,575 2.75 0.26 
Motus Holdings Ltd.-45,382 61,965 7.56 1.06 107,347 11.16 1.05 
Mr Price Group Ltd.-17,767 24,435 4.28 0.60 42,202 8.63 0.81 
Truworths International Ltd.-62,671 86,188 4.91 0.69 148,859 8.13 0.77 
Retailers Total-125,820 172,588 16.74 2.36 298,408 27.92 2.63 
Naspers Ltd.24,967 30,990 34.23 4.82 6,023 37.96 3.58 
Software and Computer Services Total24,967 30,990 34.23 4.82 6,023 37.96 3.58 
Accton Technology Corporation2,000 9,000 5.63 0.79 7,000 4.15 0.39 
Infosys Technologies-11,353 15,614 4.66 0.66 26,967 7.61 0.72 
Kuaishou Technology-14,800 37,100 5.04 0.71 51,900 9.81 0.92 
Naver Corp-928 1,190 3.30 0.47 2,118 7.00 0.66 
Netease.Com2,029 2,029 4.71 0.66 0.00 0.00 
PagSeguro Digital Ltd-14,416 31,638 5.10 0.72 46,054 8.21 0.77 
Samsung Electronics Co Ltd Pfd Shs Non-Voting362 362 12.37 1.74 0.00 0.00 
SK Hynix Incorporation-1,696 1,463 10.90 1.54 3,159 13.52 1.27 
StoneCo Ltd21,213 21,213 5.28 0.74 0.00 0.00 
Taiwan Semiconductors723 723 3.58 0.50 0.00 0.00 
Tata Consultancy Services Ltd-4,651 6,125 3.61 0.51 10,776 6.06 0.57 
Travelsky Technology Ltd-38,000 292,000 6.38 0.90 330,000 7.78 0.73 
Xiaomi Corporation B48,600 48,600 4.06 0.57 0.00 0.00 
Technology Total-10,917 467,057 74.62 10.51 477,974 64.13 6.05 
Etihad Etisalat-6,533 8,986 2.61 0.37 15,519 4.83 0.46 
Sea Ltd. (Singapore)2,263 2,263 4.80 0.68 0.00 0.00 
Telecom Total-4,270 11,249 7.42 1.04 15,519 4.83 0.46 
Petrobras Distribuidora SA-17,400 22,600 2.16 0.30 40,000 4.21 0.40 
Utility Suppliers Total-17,400 22,600 2.16 0.30 40,000 4.21 0.40 
Portfolio Total-2,083,822 3,921,110 709.94 100.00 6,004,932 1,060.14 100.00