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BCI Global Opportunity Fund  |  Global-Multi Asset-Flexible
45.7344    +0.2774    (+0.610%)
NAV price (ZAR) Tue 12 May 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Barclays Plc-66,355 259,118 22.83 1.36 325,473 34.50 1.92 
Banks Total-66,355 259,118 22.83 1.36 325,473 34.50 1.92 
Anglo American Ltd37,522 37,522 26.86 1.60 0.00 0.00 
Anglo American PLC (GBP)-56,066 0.00 0.00 56,066 38.53 2.14 
Barrick Gold-48,993 24,392 15.92 0.95 73,385 53.67 2.99 
Rheinmetal Berlin409 11.57 0.69 409 12.41 0.69 
Basic Resources Total-67,537 62,323 54.35 3.24 129,860 104.61 5.82 
SA Bond R2040-73,300,000 0.00 0.00 73,300,000 76.37 4.25 
Bond Total-73,300,000 0.00 0.00 73,300,000 76.37 4.25 
Ishares 20+ USD Treasury Bond ETF12,144 12,144 17.93 1.07 0.00 0.00 
JPMorgan USD Ultra-Short Income UCITS ETF24,418 21.01 1.25 24,418 20.57 1.14 
Bonds Total12,144 36,562 38.94 2.32 24,418 20.57 1.14 
Cash on call75.02 4.47 22.63 1.26 
Margin Account0.00 0.00 0.01 0.00 
Cash on call Total75.02 4.47 22.64 1.26 
Sasol Ltd.128,024 128,024 28.75 1.71 0.00 0.00 
Chemicals Total128,024 128,024 28.75 1.71 0.00 0.00 
Newmont Mining Corp. (NMC)-6,814 17,458 30.63 1.82 24,272 40.89 2.28 
Construction Total-6,814 17,458 30.63 1.82 24,272 40.89 2.28 
Alphabet Inc A7,057 13,510 62.86 3.74 6,453 33.49 1.86 
Booking Holdings-220 0.00 0.00 220 19.75 1.10 
Hermes International6,445 20.25 1.21 6,445 26.52 1.48 
Hilton Worldwide Holdings Inc-952 5,612 28.25 1.68 6,564 31.53 1.75 
Netflix Inc-19,700 0.00 0.00 19,700 30.55 1.70 
Cyclical Goods & Services Total-13,815 25,567 111.36 6.63 39,382 141.84 7.89 
ChevronTexaco Corp9,880 35.42 2.11 9,880 24.89 1.38 
NextEra Energy Inc11,865 11,865 18.58 1.11 0.00 0.00 
Energy Total11,865 21,745 54.00 3.21 9,880 24.89 1.38 
Ishares MSCI AC Far East Ex-Japan-10,395 0.00 0.00 10,395 16.06 0.89 
iShares MSCI All Country Asia Ex Japan ETF20,643 20,643 32.66 1.94 0.00 0.00 
iShares MSCI Eurozone ETF-26,943 0.00 0.00 26,943 28.70 1.60 
iShares MSCI Japan ETF16,151 38,270 53.07 3.16 22,119 29.62 1.65 
Equities Total-544 58,913 85.73 5.10 59,457 74.39 4.14 
NewGold-30,749 23,595 17.01 1.01 54,344 36.13 2.01 
Exchange Traded Funds Total-30,749 23,595 17.01 1.01 54,344 36.13 2.01 
Deutsche Boerse AG-2,006 0.00 0.00 2,006 8.72 0.49 
Mastercard Inc-561 2,036 17.11 1.02 2,597 24.80 1.38 
Mercadolibre Inc309 8.51 0.51 309 10.33 0.57 
MSCI Inc2,403 21.74 1.29 2,403 23.14 1.29 
Prudential Financial Incorporated12,949 20.81 1.24 12,949 24.35 1.35 
Financial Services Total-2,567 17,697 68.18 4.06 20,264 91.34 5.08 
JP Morgan Chase & Company-1,801 10,495 50.66 3.02 12,296 65.77 3.66 
Financials Total-1,801 10,495 50.66 3.02 12,296 65.77 3.66 
Coca Cola7,744 10.11 0.60 7,744 8.97 0.50 
Food & Beverage Total7,744 10.11 0.60 7,744 8.97 0.50 
Canada - Currency19.75 1.18 3.73 0.21 
European - Currency28.17 1.68 29.62 1.65 
Japan - Currency10.99 0.65 0.00 0.00 
United Kingdom - Currency27.18 1.62 1.83 0.10 
USA - Currency97.86 5.83 64.77 3.60 
For Currency Total183.96 10.95 99.94 5.56 
Foreign - Equities63.31 3.77 55.35 3.08 
Foreign Invest Total63.31 3.77 55.35 3.08 
Simon Property Group Incorporated9,720 30.15 1.79 9,720 30.03 1.67 
Foreign Property Total9,720 30.15 1.79 9,720 30.03 1.67 
Caterpillar Inc431 3,423 38.87 2.31 2,992 28.57 1.59 
Fastenal Company17,944 13.77 0.82 17,944 12.13 0.67 
GE Vernova Inc263 2,432 33.83 2.01 2,169 23.66 1.32 
Lam Research Corporation4,456 4,456 15.17 0.90 0.00 0.00 
Philip Morris International5,154 14.56 0.87 5,154 13.91 0.77 
Procter & Gamble Company4,916 12.10 0.72 4,916 11.71 0.65 
Siemens AG4,326 17.52 1.04 4,326 20.11 1.12 
Waste Management962 6,204 24.27 1.44 5,242 19.26 1.07 
XPO Logistics Incorporated-4,887 0.00 0.00 4,887 11.13 0.62 
Goods & Services Total1,225 48,855 170.10 10.12 47,630 140.48 7.82 
Amgen Incorporated4,323 25.67 1.53 4,323 23.50 1.31 
Boston Scientific Corporation7,091 7.59 0.45 7,091 11.26 0.63 
Eli Lilly & Company-404 2,292 34.57 2.06 2,696 48.14 2.68 
Intuitive Surgical Inc-749 2,068 15.93 0.95 2,817 26.68 1.48 
Healthcare Total-1,153 15,774 83.76 4.99 16,927 109.58 6.10 
Berkshire Hathaway Inc-1,114 3,140 25.36 1.51 4,254 35.44 1.97 
Insurance Total-1,114 3,140 25.36 1.51 4,254 35.44 1.97 
MiPlan Global Macro Fund IC Limited300,000 75.35 4.49 300,000 78.14 4.35 
Offshore Intern Total300,000 75.35 4.49 300,000 78.14 4.35 
Colgate Palmolive10,521 15.34 0.91 10,521 13.83 0.77 
Costco Wholesale Corporation1,280 21.70 1.29 1,280 18.32 1.02 
Visa Inc-784 4,985 25.40 1.51 5,769 33.74 1.88 
Retail Total-784 16,786 62.45 3.72 17,570 65.90 3.67 
Amazon.Com-1,069 9,820 33.57 2.00 10,889 41.87 2.33 
Apple Computer Company12,572 52.75 3.14 12,572 56.78 3.16 
Broadcom Corporation3,438 17.16 1.02 3,438 19.89 1.11 
Fortinet Inc-6,052 0.00 0.00 6,052 8.04 0.45 
Meta Platforms Inc4,230 38.60 2.30 4,230 46.59 2.59 
Microsoft Corporation-1,182 8,441 51.55 3.07 9,623 77.58 4.32 
Nvidia Corporation-5,574 23,733 66.69 3.97 29,307 90.90 5.06 
Palantir Technologies5,701 13.34 0.79 5,701 17.05 0.95 
Palo Alto Networks Inc6,122 16.08 0.96 6,122 18.92 1.05 
SAP SE (spons. ADRs)-5,438 0.00 0.00 5,438 22.03 1.23 
Taiwan Semiconductors-1,319 6,701 36.18 2.15 8,020 39.82 2.22 
Tokyo Electron Ltd3,030 3,030 12.13 0.72 0.00 0.00 
Technology Total-17,604 83,788 338.05 20.12 101,392 439.46 24.45 
Portfolio Total-73,357,579 1,147,304 1,680.04 100.00 74,504,883 1,797.23 100.00