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Prescient Equity Fund  |  South African-Equity-General
1.6261    +0.0086    (+0.532%)
NAV price (ZAR) Thu 18 Dec 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Montauk Renewables Inc.2,151 2,151 0.07 0.01 0.00 0.00 
Alternative Energy Total2,151 2,151 0.07 0.01 0.00 0.00 
FirstRand Ltd.11,456 11,456 0.89 0.07 0.00 0.00 
Investec plc205 205 0.03 0.00 0.00 0.00 
Banks Total11,661 11,661 0.92 0.07 0.00 0.00 
Consumer Goods0.00 0.00 22.42 2.13 
Beverages Total0.00 0.00 22.42 2.13 
SA Bond BNDS318.03 25.53 0.00 0.00 
Bond Total318.03 25.53 0.00 0.00 
Cash on call-292.10 -23.45 0.00 0.00 
Cash on call0.00 0.00 9.55 0.91 
Domestic Funds (Cash)0.00 0.00 9.69 0.92 
Margin Account24.37 1.96 0.00 0.00 
Cash on call Total-267.73 -21.49 19.24 1.83 
AECI Ltd.40,530 40,530 3.94 0.32 0.00 0.00 
Omnia Holdings Ltd.71,809 71,809 5.14 0.41 0.00 0.00 
Sasol Ltd.25,643 25,643 2.76 0.22 0.00 0.00 
Chemicals Total137,982 137,982 11.83 0.95 0.00 0.00 
PPC Ltd.480,000 480,000 2.59 0.21 0.00 0.00 
Raubex Group Ltd.50,329 50,329 2.14 0.17 0.00 0.00 
Wilson Bayly Holmes - Ovcon Ltd.17,090 17,090 2.57 0.21 0.00 0.00 
Construction and Materials Total547,419 547,419 7.30 0.59 0.00 0.00 
ADvTECH Ltd.175,468 175,468 5.52 0.44 0.00 0.00 
Curro Holdings Ltd.184,112 184,112 2.21 0.18 0.00 0.00 
Consumer Services Total359,580 359,580 7.73 0.62 0.00 0.00 
Equity Derivative299.21 24.02 0.00 0.00 
Derivatives Total299.21 24.02 0.00 0.00 
Reunert Ltd.59,365 59,365 3.20 0.26 0.00 0.00 
Electronic and Electrical Equipment Total59,365 59,365 3.20 0.26 0.00 0.00 
Consumer Services0.00 0.00 82.54 7.84 
Food & Drug Retailers Total0.00 0.00 82.54 7.84 
Astral Foods Ltd.14,717 14,717 3.02 0.24 0.00 0.00 
AVI Ltd.27,857 27,857 2.76 0.22 0.00 0.00 
Oceana Group Ltd.8,477 8,477 0.42 0.03 0.00 0.00 
Premier Group Ltd.16,310 16,310 2.48 0.20 0.00 0.00 
Tiger Brands Ltd.23,775 23,775 7.34 0.59 0.00 0.00 
Food Producers Total91,136 91,136 16.02 1.29 0.00 0.00 
Foreign Cash0.00 0.00 0.00 0.00 
USA - Currency0.00 0.00 0.00 0.00 
For Currency Total0.00 0.00 0.00 0.00 
Basic Materials0.00 0.00 58.15 5.52 
Forestry & Paper Total0.00 0.00 58.15 5.52 
Domestic Funds (Unclassified Equity)0.00 0.00 85.83 8.15 
Equity245.98 19.74 0.00 0.00 
Other assets0.00 0.00 2.50 0.24 
Other Equities0.00 0.00 569.64 54.10 
General Equity Total245.98 19.74 657.96 62.48 
Financials0.00 0.00 146.90 13.95 
General Financial Total0.00 0.00 146.90 13.95 
Industrials0.00 0.00 39.90 3.79 
Barloworld Ltd.58,349 58,349 6.89 0.55 0.00 0.00 
KAP Ltd.357,627 357,627 0.59 0.05 0.00 0.00 
Mondi plc1,147 1,147 0.27 0.02 0.00 0.00 
The Bidvest Group Ltd.16,980 16,980 3.60 0.29 0.00 0.00 
General Industrials Total434,103 434,103 11.34 0.91 39.90 3.79 
Health Care0.00 0.00 16.14 1.53 
Health Care Equipment & Services Total0.00 0.00 16.14 1.53 
Life Healthcare Group Holdings Ltd.171,123 171,123 1.98 0.16 0.00 0.00 
Netcare Ltd.178,469 178,469 2.53 0.20 0.00 0.00 
Health Care Providers Total349,592 349,592 4.52 0.36 0.00 0.00 
Prescient Corporate Money Market - B320,269,848 20,269,848 20.43 1.64 0.00 0.00 
Income Total20,269,848 20,269,848 20.43 1.64 0.00 0.00 
Sappi Ltd.109,988 109,988 2.54 0.20 0.00 0.00 
Industrial Materials Total109,988 109,988 2.54 0.20 0.00 0.00 
African Rainbow Minerals Ltd.11,472 11,472 2.13 0.17 0.00 0.00 
Afrimat Ltd.13,780 13,780 0.52 0.04 0.00 0.00 
Kumba Iron Ore Ltd.6,762 6,762 2.20 0.18 0.00 0.00 
South32 Ltd.59,120 59,120 1.87 0.15 0.00 0.00 
Industrial Metals and Mining Total91,134 91,134 6.72 0.54 0.00 0.00 
Hudaco Industries Ltd.10,408 10,408 1.83 0.15 0.00 0.00 
Industrial Support Services Total10,408 10,408 1.83 0.15 0.00 0.00 
Grindrod Ltd.166,928 166,928 2.51 0.20 0.00 0.00 
Super Group Ltd.89,811 89,811 1.14 0.09 0.00 0.00 
Industrial Transportation Total256,739 256,739 3.65 0.29 0.00 0.00 
Alexander Forbes Group Holdings Ltd.50,000 50,000 0.38 0.03 0.00 0.00 
Coronation Fund Managers Ltd.108,128 108,128 4.81 0.39 0.00 0.00 
Hosken Consolidated Investments Ltd.19,318 19,318 2.38 0.19 0.00 0.00 
JSE Ltd.31,288 31,288 3.99 0.32 0.00 0.00 
Ninety One Ltd.56,857 56,857 2.59 0.21 0.00 0.00 
Ninety One plc23,673 23,673 1.11 0.09 0.00 0.00 
PSG Financial Services Ltd.333,883 333,883 7.61 0.61 0.00 0.00 
Quilter plc76,177 76,177 2.92 0.23 0.00 0.00 
Reinet Investments SCA4,968 4,968 2.51 0.20 0.00 0.00 
Remgro Ltd.19,708 19,708 3.31 0.27 0.00 0.00 
Investment Banking and Brokerage Services Total724,000 724,000 31.61 2.54 0.00 0.00 
Discovery Ltd.291 291 0.06 0.00 0.00 0.00 
Momentum Group Ltd.151,265 151,265 4.96 0.40 0.00 0.00 
Old Mutual Ltd.142,159 142,159 1.90 0.15 0.00 0.00 
Sanlam Ltd.4,666 4,666 0.39 0.03 0.00 0.00 
Life Insurance Total298,381 298,381 7.31 0.59 0.00 0.00 
eMedia Holdings Ltd.8,270 8,270 0.01 0.00 0.00 0.00 
Media Total8,270 8,270 0.01 0.00 0.00 0.00 
Telecommunications0.00 0.00 6.29 0.60 
Mobile Telecommunications Total0.00 0.00 6.29 0.60 
Money Market - 2 months duration9.89 0.79 0.00 0.00 
Prescient Money Market - B3240,016,184 240,016,184 241.49 19.38 0.00 0.00 
Money Market Total240,016,184 240,016,184 251.38 20.18 0.00 0.00 
OUTsurance Group Ltd.57,646 57,646 4.13 0.33 0.00 0.00 
Santam Ltd.4,465 4,465 1.69 0.14 0.00 0.00 
Non-life Insurance Total62,111 62,111 5.82 0.47 0.00 0.00 
Exxaro Resources Ltd.31,717 31,717 5.71 0.46 0.00 0.00 
Thungela Resources Ltd.30,782 30,782 2.69 0.22 0.00 0.00 
Oil, Gas and Coal Total62,499 62,499 8.41 0.67 0.00 0.00 
Bid Corporation Ltd.1,056 1,056 0.46 0.04 0.00 0.00 
Boxer Retail Ltd.25,836 25,836 1.79 0.14 0.00 0.00 
Clicks Group Ltd.8,085 8,085 2.85 0.23 0.00 0.00 
Dis-Chem Pharmacies Ltd.112,260 112,260 3.68 0.30 0.00 0.00 
Pick n Pay Stores Ltd.203,611 203,611 5.17 0.42 0.00 0.00 
Shoprite Holdings Ltd.1,311 1,311 0.36 0.03 0.00 0.00 
The SPAR Group Ltd.20,309 20,309 2.00 0.16 0.00 0.00 
Personal Care, Drug and Grocery Stores Total372,468 372,468 16.30 1.31 0.00 0.00 
Compagnie Financière Richemont SA368 368 1.20 0.10 0.00 0.00 
Personal Goods Total368 368 1.20 0.10 0.00 0.00 
Adcock Ingram Holdings Ltd.5,600 5,600 0.40 0.03 0.00 0.00 
Aspen Pharmacare Holdings Ltd.43,424 43,424 4.21 0.34 0.00 0.00 
Pharmaceuticals and Biotechnology Total49,024 49,024 4.61 0.37 0.00 0.00 
AngloGold Ashanti plc1,373 1,373 1.67 0.13 0.00 0.00 
DRDGOLD Ltd.153,285 153,285 7.38 0.59 0.00 0.00 
Gold Fields Ltd.6,000 6,000 4.37 0.35 0.00 0.00 
Impala Platinum Holdings Ltd.26,558 26,558 5.86 0.47 0.00 0.00 
Northam Platinum Holdings Ltd.18,711 18,711 5.26 0.42 0.00 0.00 
Pan African Resources plc447,805 447,805 9.09 0.73 0.00 0.00 
Sibanye Stillwater Ltd.109,400 109,400 5.39 0.43 0.00 0.00 
Precious Metals and Mining Total763,132 763,132 39.02 3.13 0.00 0.00 
Fortress Real Estate Investments Ltd.692,339 692,339 15.97 1.28 0.00 0.00 
Lighthouse Properties plc623,817 623,817 4.90 0.39 0.00 0.00 
MAS plc158,568 158,568 3.37 0.27 0.00 0.00 
NEPI Rockcastle NV118,152 118,152 16.34 1.31 0.00 0.00 
Real Estate Investment and Services Total1,592,876 1,592,876 40.58 3.26 0.00 0.00 
Attacq Ltd.438,392 438,392 6.05 0.49 0.00 0.00 
Burstone Group Ltd.336,816 336,816 2.75 0.22 0.00 0.00 
Emira Property Fund Ltd.30,919 30,919 0.37 0.03 0.00 0.00 
Equites Property Fund Ltd.456,341 456,341 7.33 0.59 0.00 0.00 
Fairvest Ltd.1,060,449 1,060,449 5.84 0.47 0.00 0.00 
Growthpoint Properties Ltd.680,038 680,038 10.02 0.80 0.00 0.00 
Hammerson plc22,512 22,512 1.54 0.12 0.00 0.00 
Hyprop Investments Ltd.223,940 223,940 10.47 0.84 0.00 0.00 
Redefine Properties Ltd.1,982,656 1,982,656 9.85 0.79 0.00 0.00 
Resilient REIT Ltd.166,199 166,199 10.65 0.85 0.00 0.00 
SA Corporate Real Estate Ltd.1,258,093 1,258,093 3.90 0.31 0.00 0.00 
Shaftesbury Capital plc14,023 14,023 0.46 0.04 0.00 0.00 
Sirius Real Estate Ltd.96,017 96,017 2.16 0.17 0.00 0.00 
Stor-Age Property REIT Ltd.281,501 281,501 4.36 0.35 0.00 0.00 
Supermarket Income REIT plc50,000 50,000 0.92 0.07 0.00 0.00 
Vukile Property Fund Ltd.673,292 673,292 13.96 1.12 0.00 0.00 
Real Estate Investment Trusts Total7,771,188 7,771,188 90.64 7.27 0.00 0.00 
Cashbuild Ltd.8,000 8,000 1.11 0.09 0.00 0.00 
Italtile Ltd.155,962 155,962 1.44 0.12 0.00 0.00 
Motus Holdings Ltd.62,219 62,219 6.47 0.52 0.00 0.00 
Mr Price Group Ltd.6,788 6,788 1.38 0.11 0.00 0.00 
Pepkor Holdings Ltd.147,552 147,552 3.59 0.29 0.00 0.00 
The Foschini Group Ltd.50,378 50,378 5.50 0.44 0.00 0.00 
Truworths International Ltd.43,117 43,117 2.36 0.19 0.00 0.00 
We Buy Cars Holdings Ltd.80,113 80,113 4.44 0.36 0.00 0.00 
Woolworths Holdings Ltd.63,707 63,707 3.20 0.26 0.00 0.00 
Retailers Total617,836 617,836 29.49 2.37 0.00 0.00 
Technology0.00 0.00 3.47 0.33 
Software & Computer Services Total0.00 0.00 3.47 0.33 
Altron Ltd.28,529 28,529 0.52 0.04 0.00 0.00 
Bytes Technology Group plc3,727 3,727 0.34 0.03 0.00 0.00 
Datatec Ltd.75,471 75,471 4.53 0.36 0.00 0.00 
Karooooo Ltd.1,000 1,000 1.01 0.08 0.00 0.00 
Naspers Ltd.445 445 2.78 0.22 0.00 0.00 
Prosus NV791 791 0.96 0.08 0.00 0.00 
Software and Computer Services Total109,963 109,963 10.15 0.81 0.00 0.00 
Blu Label Unlimited Group Ltd.130,493 130,493 1.56 0.13 0.00 0.00 
MultiChoice Group Ltd.36,931 36,931 4.62 0.37 0.00 0.00 
Telkom SA SOC Ltd.74,414 74,414 3.81 0.31 0.00 0.00 
Vodacom Group Ltd.3,000 3,000 0.40 0.03 0.00 0.00 
Telecommunications Service Providers Total244,838 244,838 10.40 0.83 0.00 0.00 
British American Tobacco plc592 592 0.54 0.04 0.00 0.00 
Tobacco Total592 592 0.54 0.04 0.00 0.00 
Famous Brands Ltd.31,600 31,600 1.69 0.14 0.00 0.00 
Southern Sun Ltd.100,000 100,000 0.86 0.07 0.00 0.00 
Sun International Ltd.47,709 47,709 1.93 0.15 0.00 0.00 
Tsogo Sun Ltd.49,132 49,132 0.32 0.03 0.00 0.00 
Travel and Leisure Total228,441 228,441 4.79 0.38 0.00 0.00 
Portfolio Total275,653,280 275,653,280 1,245.85 100.00 1,053.02 100.00