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MI-PLAN BCI Global Macro Fund  |  Global-Multi Asset-Flexible
62.7952    +0.3699    (+0.593%)
NAV price (ZAR) Tue 12 May 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Barclays Plc-109,032 374,062 32.96 1.36 483,094 51.21 1.94 
Banks Total-109,032 374,062 32.96 1.36 483,094 51.21 1.94 
Anglo American Ltd-6,416 48,126 34.46 1.42 54,542 37.48 1.42 
Barrick Gold-64,711 45,605 29.77 1.23 110,316 80.68 3.05 
Rheinmetal Berlin616 17.42 0.72 616 18.70 0.71 
Basic Resources Total-71,127 94,347 81.65 3.36 165,474 136.85 5.18 
SA Bond R2040-107,800,000 0.00 0.00 107,800,000 112.32 4.25 
Bond Total-107,800,000 0.00 0.00 107,800,000 112.32 4.25 
Ishares 20+ USD Treasury Bond ETF17,975 17,975 26.54 1.09 0.00 0.00 
JPMorgan USD Ultra-Short Income UCITS ETF51,007 43.88 1.81 51,007 42.96 1.63 
Bonds Total17,975 68,982 70.42 2.90 51,007 42.96 1.63 
Cash on call264.51 10.89 49.54 1.88 
Margin Account0.00 0.00 0.01 0.00 
Cash on call Total264.51 10.89 49.55 1.88 
Sasol Ltd.185,046 185,046 41.55 1.71 0.00 0.00 
Chemicals Total185,046 185,046 41.55 1.71 0.00 0.00 
Newmont Mining Corp. (NMC)-22,548 16,938 29.71 1.22 39,486 66.52 2.52 
Construction Total-22,548 16,938 29.71 1.22 39,486 66.52 2.52 
Alphabet Inc A10,560 20,035 93.22 3.84 9,475 49.18 1.86 
Booking Holdings-174 0.00 0.00 174 15.62 0.59 
Hermes International8,690 27.31 1.12 8,690 35.76 1.35 
Hilton Worldwide Holdings Inc8,060 40.57 1.67 8,060 38.71 1.47 
Netflix Inc-32,480 0.00 0.00 32,480 50.37 1.91 
Cyclical Goods & Services Total-22,094 36,785 161.10 6.63 58,879 189.64 7.18 
ChevronTexaco Corp17,096 61.28 2.52 17,096 43.06 1.63 
NextEra Energy Inc17,087 17,087 26.76 1.10 0.00 0.00 
Energy Total17,087 34,183 88.04 3.63 17,096 43.06 1.63 
Ishares MSCI AC Far East Ex-Japan-14,451 0.00 0.00 14,451 22.33 0.85 
iShares MSCI All Country Asia Ex Japan ETF29,745 29,745 47.06 1.94 0.00 0.00 
iShares MSCI Eurozone ETF-53,653 0.00 0.00 53,653 57.16 2.16 
iShares MSCI Japan ETF20,638 56,239 77.99 3.21 35,601 47.68 1.80 
Equities Total-17,721 85,984 125.05 5.15 103,705 127.17 4.81 
NewGold-45,234 34,925 25.18 1.04 80,159 53.29 2.02 
Exchange Traded Funds Total-45,234 34,925 25.18 1.04 80,159 53.29 2.02 
Deutsche Boerse AG-3,018 0.00 0.00 3,018 13.13 0.50 
Mastercard Inc-1,131 2,992 25.14 1.04 4,123 39.37 1.49 
Mercadolibre Inc447 12.31 0.51 447 14.94 0.57 
MSCI Inc4,174 37.77 1.56 4,174 40.19 1.52 
Financial Services Total-4,149 7,613 75.23 3.10 11,762 107.63 4.07 
JP Morgan Chase & Company-2,599 15,885 76.69 3.16 18,484 98.87 3.74 
Financials Total-2,599 15,885 76.69 3.16 18,484 98.87 3.74 
Coca Cola11,121 14.51 0.60 11,121 12.89 0.49 
Food & Beverage Total11,121 14.51 0.60 11,121 12.89 0.49 
Canada - Currency29.63 1.22 14.95 0.57 
European - Currency50.08 2.06 49.12 1.86 
Foreign - Currency0.00 0.00 91.14 3.45 
Japan - Currency16.06 0.66 0.00 0.00 
United Kingdom - Currency26.94 1.11 5.71 0.22 
USA - Currency18.66 0.77 21.38 0.81 
For Currency Total141.38 5.82 182.30 6.90 
Foreign - Equities79.26 3.26 96.91 3.67 
Foreign Invest Total79.26 3.26 96.91 3.67 
Simon Property Group Incorporated14,081 43.68 1.80 14,081 43.51 1.65 
Foreign Property Total14,081 43.68 1.80 14,081 43.51 1.65 
Caterpillar Inc621 5,118 58.11 2.39 4,497 42.94 1.63 
Fastenal Company30,224 23.20 0.96 30,224 20.43 0.77 
GE Vernova Inc379 3,792 52.75 2.17 3,413 37.23 1.41 
Lam Research Corporation6,417 6,417 21.85 0.90 0.00 0.00 
Philip Morris International7,216 20.39 0.84 7,216 19.48 0.74 
Procter & Gamble Company8,017 19.74 0.81 8,017 19.10 0.72 
Siemens AG6,509 26.36 1.09 6,509 30.27 1.15 
Waste Management11,301 44.21 1.82 11,301 41.51 1.57 
XPO Logistics Incorporated7,484 23.73 0.98 7,484 17.04 0.65 
Goods & Services Total7,417 86,078 290.34 11.96 78,661 228.00 8.63 
Amgen Incorporated6,426 38.15 1.57 6,426 34.93 1.32 
Boston Scientific Corporation9,280 9.93 0.41 9,280 14.73 0.56 
Eli Lilly & Company-809 3,309 49.91 2.06 4,118 73.54 2.78 
Intuitive Surgical Inc3,457 26.63 1.10 3,457 32.74 1.24 
Healthcare Total-809 22,472 124.63 5.13 23,281 155.94 5.90 
Berkshire Hathaway Inc-1,689 4,534 36.61 1.51 6,223 51.84 1.96 
Prudential Plc21,968 35.31 1.45 21,968 41.30 1.56 
Insurance Total-1,689 26,502 71.92 2.96 28,191 93.14 3.53 
Colgate Palmolive14,561 21.24 0.87 14,561 19.15 0.72 
Costco Wholesale Corporation2,023 34.30 1.41 2,023 28.96 1.10 
Visa Inc-2,035 7,325 37.33 1.54 9,360 54.74 2.07 
Retail Total-2,035 23,909 92.86 3.82 25,944 102.85 3.89 
Amazon.Com-1,992 14,448 49.39 2.03 16,440 63.22 2.39 
Apple Computer Company18,266 76.64 3.16 18,266 82.49 3.12 
Broadcom Corporation5,252 26.22 1.08 5,252 30.39 1.15 
Meta Platforms Inc6,151 56.13 2.31 6,151 67.74 2.56 
Microsoft Corporation-2,280 12,420 75.84 3.12 14,700 118.51 4.49 
Nvidia Corporation-8,834 34,199 96.10 3.96 43,033 133.47 5.05 
Palantir Technologies8,572 20.06 0.83 8,572 25.64 0.97 
Palo Alto Networks Inc10,348 27.17 1.12 10,348 31.98 1.21 
SAP SE (spons. ADRs)-8,098 0.00 0.00 8,098 32.80 1.24 
Taiwan Semiconductors-2,577 9,674 52.25 2.15 12,251 60.82 2.30 
Tokyo Electron Ltd4,520 4,520 18.10 0.75 0.00 0.00 
Technology Total-19,261 123,850 497.90 20.50 143,111 647.07 24.49 
Portfolio Total-107,890,773 1,262,763 2,428.55 100.00 109,153,536 2,641.69 100.00