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MI-PLAN BCI Beta Equity Fund  |  South African-Equity-General
41.8247    +0.5602    (+1.358%)
NAV price (ZAR) Tue 3 Feb 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-8,163 12,417 2.97 1.30 20,580 3.72 1.79 
Capitec Bank Holdings Ltd.1,688 3,052 12.68 5.55 1,364 4.73 2.28 
FirstRand Ltd.-59,732 42,283 3.84 1.68 102,015 7.94 3.83 
Investec Ltd.-1,135 2,547 0.31 0.14 3,682 0.47 0.23 
Investec plc-2,221 6,858 0.84 0.37 9,079 1.17 0.56 
Nedbank Group Ltd.731 9,508 2.53 1.11 8,777 1.88 0.91 
Standard Bank Group Ltd.-10,369 17,991 5.22 2.29 28,360 6.70 3.23 
Banks Total-79,201 94,656 28.40 12.42 173,857 26.62 12.82 
Anheuser-Busch InBev SA/NV1,477 3,648 3.91 1.71 2,171 2.24 1.08 
Beverages Total1,477 3,648 3.91 1.71 2,171 2.24 1.08 
Cash on call12.85 5.62 6.00 2.89 
Margin Account1.21 0.53 0.46 0.22 
Cash on call Total14.05 6.15 6.46 3.11 
AECI Ltd.5,544 0.50 0.22 5,544 0.54 0.26 
Omnia Holdings Ltd.2,753 5,825 0.46 0.20 3,072 0.22 0.11 
Sasol Ltd.-6,751 6,542 0.69 0.30 13,293 1.43 0.69 
Chemicals Total-3,998 17,911 1.65 0.72 21,909 2.19 1.05 
PPC Ltd.-56,594 0.00 0.00 56,594 0.31 0.15 
Raubex Group Ltd.10,019 16,386 0.73 0.32 6,367 0.27 0.13 
Wilson Bayly Holmes - Ovcon Ltd.1,447 3,723 0.62 0.27 2,276 0.34 0.16 
Construction and Materials Total-45,128 20,109 1.35 0.59 65,237 0.92 0.44 
ADvTECH Ltd.-6,895 11,341 0.42 0.18 18,236 0.58 0.28 
Curro Holdings Ltd.24,252 24,252 0.35 0.15 0.00 0.00 
Consumer Services Total17,357 35,593 0.77 0.34 18,236 0.58 0.28 
Reunert Ltd.3,147 10,149 0.63 0.28 7,002 0.38 0.18 
Electronic and Electrical Equipment Total3,147 10,149 0.63 0.28 7,002 0.38 0.18 
1NVEST MSCI EM Asia Index Feeder ETF247,999 247,999 9.75 4.27 0.00 0.00 
Satrix MSCI World Feeder ETF146,626 15.82 6.92 146,626 15.90 7.66 
Satrix Nasdaq 100 ETF19,280 56,867 13.63 5.96 37,587 9.10 4.38 
Satrix S&P 500 Feeder ETF48,761 5.94 2.60 48,761 5.98 2.88 
Exchange Traded Funds Total267,279 500,253 45.14 19.74 232,974 30.97 14.92 
Astral Foods Ltd.717 2,483 0.66 0.29 1,766 0.37 0.18 
AVI Ltd.470 11,087 1.17 0.51 10,617 1.05 0.50 
Premier Group Ltd.-1,022 1,620 0.27 0.12 2,642 0.40 0.19 
Tiger Brands Ltd.1,216 5,338 1.95 0.86 4,122 1.27 0.61 
Food Producers Total1,381 20,528 4.06 1.78 19,147 3.08 1.49 
Barloworld Ltd.-3,119 0.00 0.00 3,119 0.37 0.18 
KAP Ltd.-64,026 0.00 0.00 64,026 0.11 0.05 
Mondi plc4,402 0.90 0.39 4,402 1.04 0.50 
Nampak Ltd.659 659 0.36 0.16 0.00 0.00 
The Bidvest Group Ltd.1,083 8,111 1.93 0.84 7,028 1.48 0.71 
General Industrials Total-65,403 13,172 3.18 1.39 78,575 3.00 1.44 
Life Healthcare Group Holdings Ltd.-11,105 27,832 0.32 0.14 38,937 0.45 0.22 
Netcare Ltd.-22,972 22,647 0.36 0.16 45,619 0.65 0.31 
Health Care Providers Total-34,077 50,479 0.68 0.30 84,556 1.10 0.53 
Sappi Ltd.-6,670 9,175 0.23 0.10 15,845 0.37 0.18 
Industrial Materials Total-6,670 9,175 0.23 0.10 15,845 0.37 0.18 
African Rainbow Minerals Ltd.-1,666 3,211 0.64 0.28 4,877 0.90 0.44 
Afrimat Ltd.11,583 16,225 0.67 0.29 4,642 0.18 0.09 
Anglo American plc-409 5,282 3.62 1.58 5,691 3.67 1.77 
BHP Group Ltd.380 3,603 1.83 0.80 3,223 1.54 0.74 
Glencore plc-13,776 10,500 0.96 0.42 24,276 1.94 0.94 
Kumba Iron Ore Ltd.3,632 5,275 1.85 0.81 1,643 0.54 0.26 
South32 Ltd.5,272 10,306 0.41 0.18 5,034 0.16 0.08 
Industrial Metals and Mining Total5,016 54,402 9.97 4.36 49,386 8.93 4.30 
Hudaco Industries Ltd.3,035 5,390 1.10 0.48 2,355 0.41 0.20 
Industrial Support Services Total3,035 5,390 1.10 0.48 2,355 0.41 0.20 
Grindrod Ltd.-19,914 0.00 0.00 19,914 0.30 0.14 
Super Group Ltd.18,408 0.35 0.15 18,408 0.24 0.11 
Industrial Transportation Total-19,914 18,408 0.35 0.15 38,322 0.54 0.26 
1NVEST MSCI World Index Feeder ETF-70,100 40,331 4.34 1.90 110,431 11.86 5.71 
International Total-70,100 40,331 4.34 1.90 110,431 11.86 5.71 
Coronation Fund Managers Ltd.-8,470 0.00 0.00 8,470 0.38 0.18 
JSE Ltd.1,398 3,867 0.55 0.24 2,469 0.32 0.15 
Ninety One Ltd.-7,106 0.00 0.00 7,106 0.32 0.16 
Ninety One plc9,457 0.46 0.20 9,457 0.44 0.21 
PSG Financial Services Ltd.-18,985 0.00 0.00 18,985 0.43 0.21 
Quilter plc-7,994 13,042 0.53 0.23 21,036 0.81 0.39 
Reinet Investments SCA790 4,139 2.40 1.05 3,349 1.69 0.82 
Remgro Ltd.-3,910 6,046 1.10 0.48 9,956 1.68 0.81 
Investment Banking and Brokerage Services Total-44,277 36,551 5.04 2.20 80,828 6.07 2.92 
Discovery Ltd.-4,377 4,063 0.92 0.40 8,440 1.67 0.80 
Momentum Group Ltd.-18,647 19,519 0.75 0.33 38,166 1.26 0.61 
Old Mutual Ltd.-45,873 33,562 0.50 0.22 79,435 1.06 0.51 
Sanlam Ltd.-14,838 14,764 1.45 0.64 29,602 2.46 1.18 
Life Insurance Total-83,735 71,908 3.63 1.59 155,643 6.44 3.10 
eMedia Holdings Ltd.-4,177 0.00 0.00 4,177 0.01 0.00 
Media Total-4,177 0.00 0.00 4,177 0.01 0.00 
Money Market - 10 months duration2.03 0.89 0.00 0.00 
Money Market - 11 months duration0.00 0.00 4.10 1.97 
Money Market - 6 months duration4.18 1.83 0.00 0.00 
Money Market Total6.21 2.71 4.10 1.97 
OUTsurance Group Ltd.-9,227 6,243 0.45 0.20 15,470 1.11 0.53 
Santam Ltd.635 1,466 0.63 0.27 831 0.31 0.15 
Non-life Insurance Total-8,592 7,709 1.07 0.47 16,301 1.42 0.68 
Exxaro Resources Ltd.-2,188 3,517 0.63 0.28 5,705 1.02 0.49 
Thungela Resources Ltd.3,023 0.29 0.13 3,023 0.26 0.13 
Oil, Gas and Coal Total-2,188 6,540 0.92 0.40 8,728 1.28 0.62 
Bid Corporation Ltd.5,820 2.46 1.07 5,820 2.51 1.21 
Boxer Retail Ltd.-1,263 4,438 0.32 0.14 5,701 0.39 0.19 
Clicks Group Ltd.3,735 1.26 0.55 3,735 1.32 0.64 
Dis-Chem Pharmacies Ltd.-1,650 12,766 0.45 0.20 14,416 0.47 0.23 
Pick n Pay Stores Ltd.-6,681 7,732 0.19 0.08 14,413 0.36 0.17 
Shoprite Holdings Ltd.-642 7,413 2.00 0.88 8,055 2.21 1.06 
The SPAR Group Ltd.5,664 0.54 0.24 5,664 0.55 0.26 
Personal Care, Drug and Grocery Stores Total-10,236 47,568 7.21 3.15 57,804 7.81 3.76 
Compagnie Financière Richemont SA2,057 2,840 10.30 4.51 783 2.56 1.23 
Personal Goods Total2,057 2,840 10.30 4.51 783 2.56 1.23 
Adcock Ingram Holdings Ltd.-3,639 0.00 0.00 3,639 0.26 0.13 
Aspen Pharmacare Holdings Ltd.5,508 12,475 1.46 0.64 6,967 0.67 0.32 
Pharmaceuticals and Biotechnology Total1,869 12,475 1.46 0.64 10,606 0.93 0.45 
AngloGold Ashanti plc1,476 8,674 12.43 5.44 7,198 8.56 4.12 
DRDGOLD Ltd.11,915 11,915 0.62 0.27 0.00 0.00 
Gold Fields Ltd.-3,801 8,812 6.39 2.80 12,613 9.05 4.36 
Harmony Gold Mining Company Ltd.-2,545 3,994 1.35 0.59 6,539 2.01 0.97 
Impala Platinum Holdings Ltd.-6,072 6,166 1.62 0.71 12,238 2.66 1.28 
Northam Platinum Holdings Ltd.-3,064 10,895 3.67 1.61 13,959 3.89 1.88 
Pan African Resources plc-16,419 16,563 0.45 0.20 32,982 0.66 0.32 
Sibanye Stillwater Ltd.-27,730 6,459 0.39 0.17 34,189 1.68 0.81 
Valterra Platinum Ltd.2,140 4,724 6.66 2.91 2,584 3.12 1.50 
Precious Metals and Mining Total-44,100 78,202 33.58 14.69 122,302 31.64 15.24 
Fortress Real Estate Investments Ltd.-19,486 0.00 0.00 19,486 0.44 0.21 
MAS plc-8,212 0.00 0.00 8,212 0.17 0.08 
NEPI Rockcastle NV9,784 1.43 0.62 9,784 1.35 0.65 
Real Estate Investment and Services Total-27,698 9,784 1.43 0.62 37,482 1.97 0.95 
Growthpoint Properties Ltd.-27,262 20,266 0.35 0.15 47,528 0.70 0.34 
Hammerson plc4,695 4,695 0.34 0.15 0.00 0.00 
Redefine Properties Ltd.-39,153 78,789 0.47 0.21 117,942 0.58 0.28 
Resilient REIT Ltd.-2,130 3,041 0.24 0.11 5,171 0.33 0.16 
Sirius Real Estate Ltd.-7,769 0.00 0.00 7,769 0.17 0.08 
Vukile Property Fund Ltd.-9,428 9,520 0.24 0.10 18,948 0.40 0.19 
Real Estate Investment Trusts Total-81,047 116,311 1.64 0.72 197,358 2.19 1.05 
Combined Motor Holdings Ltd.-6,070 0.00 0.00 6,070 0.20 0.10 
Italtile Ltd.-18,387 0.00 0.00 18,387 0.17 0.08 
Motus Holdings Ltd.5,263 0.64 0.28 5,263 0.55 0.26 
Mr Price Group Ltd.-417 7,995 1.40 0.61 8,412 1.72 0.83 
Pepkor Holdings Ltd.-33,882 21,781 0.58 0.25 55,663 1.36 0.66 
The Foschini Group Ltd.-2,285 6,093 0.52 0.23 8,378 0.91 0.44 
Truworths International Ltd.15,194 26,535 1.51 0.66 11,341 0.62 0.30 
We Buy Cars Holdings Ltd.-9,184 4,982 0.24 0.10 14,166 0.79 0.38 
Woolworths Holdings Ltd.-7,883 8,585 0.48 0.21 16,468 0.82 0.40 
Retailers Total-62,914 81,234 5.37 2.35 144,148 7.14 3.44 
Bytes Technology Group plc2,608 2,608 0.21 0.09 0.00 0.00 
Datatec Ltd.3,077 10,431 0.82 0.36 7,354 0.44 0.21 
Karooooo Ltd.414 414 0.32 0.14 0.00 0.00 
Naspers Ltd.6,228 8,441 9.32 4.08 2,213 13.95 6.72 
Prosus NV3,172 11,109 11.37 4.97 7,937 9.72 4.68 
Software and Computer Services Total15,499 33,003 22.05 9.65 17,504 24.11 11.61 
MTN Group Ltd.-13,239 13,409 2.27 0.99 26,648 3.74 1.80 
MultiChoice Group Ltd.-1,599 0.00 0.00 1,599 0.20 0.10 
Telkom SA SOC Ltd.6,934 0.41 0.18 6,934 0.36 0.17 
Vodacom Group Ltd.-2,935 4,504 0.64 0.28 7,439 0.99 0.48 
Telecommunications Service Providers Total-17,773 24,847 3.32 1.45 42,620 5.28 2.54 
British American Tobacco plc1,068 5,135 4.90 2.14 4,067 3.70 1.78 
Tobacco Total1,068 5,135 4.90 2.14 4,067 3.70 1.78 
Famous Brands Ltd.-1,396 4,182 0.22 0.10 5,578 0.30 0.14 
Southern Sun Ltd.-28,511 23,963 0.25 0.11 52,474 0.45 0.22 
Sun International Ltd.-2,701 5,693 0.22 0.10 8,394 0.34 0.16 
Tsogo Sun Ltd.-29,451 0.00 0.00 29,451 0.19 0.09 
Travel and Leisure Total-62,059 33,838 0.69 0.30 95,897 1.28 0.62 
Portfolio Total-454,102 1,462,149 228.61 100.00 1,916,251 207.56 100.00