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Visio BCI Balanced Fund  |  South African-Multi Asset-High Equity
Reg Compliant
2.4519    +0.0083    (+0.340%)
NAV price (ZAR) Thu 12 Mar 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-297 13,517 3.24 4.80 13,814 2.50 3.93 
Banks Total-297 13,517 3.24 4.80 13,814 2.50 3.93 
Anheuser-Busch InBev SA/NV-659 0.00 0.00 659 0.68 1.07 
Beverages Total-659 0.00 0.00 659 0.68 1.07 
SA Bond CLN936200,000 0.20 0.30 200,000 0.20 0.32 
SA Bond EL28100,000 0.19 0.28 100,000 0.18 0.29 
SA Bond EL29400,000 0.68 1.01 400,000 0.68 1.06 
SA Bond I20311,000,000 1.14 1.69 1,000,000 1.11 1.75 
SA Bond I2033250,000 0.35 0.52 250,000 0.34 0.53 
SA Bond IVC297250,000 0.27 0.39 250,000 0.27 0.42 
SA Bond R2032700,000 700,000 0.73 1.09 0.00 0.00 
SA Bond R20351,000,000 1.07 1.59 1,000,000 0.99 1.56 
SA Bond R2037-1,500,000 500,000 0.52 0.76 2,000,000 1.87 2.95 
SA Bond R2040-1,100,000 2,650,000 2.76 4.09 3,750,000 3.49 5.50 
SA Bond R20441,500,000 1,500,000 1.50 2.22 0.00 0.00 
SA Bond R213-450,000 0.00 0.00 450,000 0.43 0.68 
SA Bond SBC055500,000 0.53 0.78 500,000 0.51 0.80 
SA Bond TNI33230,000 0.28 0.41 230,000 0.26 0.42 
Bond Total-850,000 9,280,000 10.22 15.15 10,130,000 10.33 16.26 
iShares 0-3 Month Treasury Bond ETF4,900 4,900 0.41 0.60 0.00 0.00 
iShares Global Corporate Bond345 0.52 0.78 345 0.54 0.85 
iShares Global Government Bond607 0.92 1.37 607 0.96 1.51 
Bonds Total4,900 5,852 1.85 2.74 952 1.50 2.36 
Cash on call0.06 0.08 1.40 2.20 
Cash on call Total0.06 0.08 1.40 2.20 
ADvTECH Ltd.-1,560 16,471 0.61 0.91 18,031 0.57 0.90 
Consumer Services Total-1,560 16,471 0.61 0.91 18,031 0.57 0.90 
iShares Core S&P 500 ETF20 0.23 0.34 20 0.23 0.36 
iShares U.S. Treasury Bond ETF3,000 3,000 1.14 1.70 0.00 0.00 
Equities Total3,000 3,020 1.37 2.04 20 0.23 0.36 
Societe Generale380 0.51 0.75 380 0.44 0.69 
Financial Services Total380 0.51 0.75 380 0.44 0.69 
Sea Harvest Group Ltd.17,000 60,900 0.58 0.86 43,900 0.37 0.59 
Tiger Brands Ltd.2,458 0.90 1.33 2,458 0.76 1.19 
Food Producers Total17,000 63,358 1.48 2.19 46,358 1.13 1.78 
Australia - Currency0.00 0.00 0.00 0.00 
Denmark - Currency0.09 0.14 0.10 0.16 
European - Currency0.02 0.02 0.01 0.02 
Hong Kong - Currency0.00 0.00 0.00 0.00 
United Kingdom - Currency0.02 0.03 0.02 0.04 
USA - Currency0.07 0.10 0.73 1.15 
For Currency Total0.20 0.30 0.87 1.37 
Foreign - Bonds0.35 0.52 0.80 1.26 
Foreign Invest Total0.35 0.52 0.80 1.26 
Icade1,260 0.54 0.80 1,260 0.54 0.85 
Foreign Property Total1,260 0.54 0.80 1,260 0.54 0.85 
Schneider Electric SA53 0.24 0.36 53 0.25 0.40 
Goods & Services Total53 0.24 0.36 53 0.25 0.40 
AfroCentric Investment Corporation Ltd.82,680 0.11 0.16 82,680 0.14 0.22 
Health Care Providers Total82,680 0.11 0.16 82,680 0.14 0.22 
Old Mutual Corporate Income - M9245 0.00 0.00 245 0.00 0.00 
Income Total245 0.00 0.00 245 0.00 0.00 
Anglo American plc-81 147 0.10 0.15 228 0.15 0.23 
Industrial Metals and Mining Total-81 147 0.10 0.15 228 0.15 0.23 
Invicta Holdings Ltd.2,000 30,507 1.13 1.67 28,507 1.05 1.66 
Industrial Support Services Total2,000 30,507 1.13 1.67 28,507 1.05 1.66 
Super Group Ltd.132,295 2.50 3.71 132,295 1.69 2.66 
Industrial Transportation Total132,295 2.50 3.71 132,295 1.69 2.66 
Legal & General6,720 0.39 0.58 6,720 0.37 0.58 
Insurance Total6,720 0.39 0.58 6,720 0.37 0.58 
Visio BCI Global Equity - C8,220,151 13.21 19.60 8,220,151 12.79 20.13 
International Total8,220,151 13.21 19.60 8,220,151 12.79 20.13 
Alexander Forbes Group Holdings Ltd.29,913 137,000 1.07 1.58 107,087 0.81 1.28 
Reinet Investments SCA3,084 1.79 2.65 3,084 1.56 2.45 
Sygnia Ltd.13,900 0.51 0.76 13,900 0.43 0.68 
Investment Banking and Brokerage Services Total29,913 153,984 3.37 4.99 124,071 2.80 4.41 
Momentum Group Ltd.-3,479 51,684 1.98 2.93 55,163 1.82 2.86 
Old Mutual Ltd.-3,297 150,310 2.24 3.32 153,607 2.04 3.22 
Life Insurance Total-6,776 201,994 4.22 6.25 208,770 3.86 6.07 
Old Mutual Money Market - A0.00 0.00 0.03 0.04 
Money Market Total0.00 0.00 0.03 0.04 
iShares Core MSCI World UCITS ETF374 0.81 1.20 374 0.81 1.28 
Offshore Intern Total374 0.81 1.20 374 0.81 1.28 
Compagnie Financière Richemont SA139 0.50 0.75 139 0.45 0.72 
Personal Goods Total139 0.50 0.75 139 0.45 0.72 
AngloGold Ashanti plc-62 2,831 4.06 6.02 2,893 3.44 5.41 
Northam Platinum Holdings Ltd.-241 5,888 1.98 2.94 6,129 1.71 2.69 
Valterra Platinum Ltd.-38 422 0.59 0.88 460 0.56 0.87 
Precious Metals and Mining Total-341 9,141 6.64 9.84 9,482 5.71 8.98 
Visio BCI Global Property - B-515,560 0.00 0.00 515,560 0.35 0.54 
Visio BCI SA Property - C-9,264 0.00 0.00 9,264 0.01 0.02 
Property Total-524,824 0.00 0.00 524,824 0.36 0.57 
NEPI Rockcastle NV3,200 11,521 1.68 2.49 8,321 1.15 1.81 
Real Estate Investment and Services Total3,200 11,521 1.68 2.49 8,321 1.15 1.81 
Fairvest Ltd.90,000 457,400 3.28 4.87 367,400 2.03 3.20 
Shaftesbury Capital plc0.00 0.00 0.00 0.00 
Real Estate Investment Trusts Total90,000 457,400 3.28 4.87 367,400 2.03 3.20 
Combined Motor Holdings Ltd.19,271 0.71 1.05 19,271 0.64 1.00 
Truworths International Ltd.12,000 12,000 0.68 1.01 0.00 0.00 
We Buy Cars Holdings Ltd.14,000 14,000 0.67 0.99 0.00 0.00 
Retailers Total26,000 45,271 2.06 3.06 19,271 0.64 1.00 
Prosus NV-374 3,893 3.98 5.91 4,267 5.23 8.22 
Software and Computer Services Total-374 3,893 3.98 5.91 4,267 5.23 8.22 
Amazon.Com100 0.38 0.57 100 0.38 0.60 
Hewlett-Packard980 0.39 0.58 980 0.41 0.65 
Meta Platforms Inc30 0.33 0.49 30 0.39 0.61 
Microsoft Corporation70 0.56 0.84 70 0.62 0.98 
Technology Total1,180 1.67 2.48 1,180 1.80 2.84 
MTN Group Ltd.-2,065 4,200 0.71 1.06 6,265 0.88 1.38 
Telecommunications Service Providers Total-2,065 4,200 0.71 1.06 6,265 0.88 1.38 
AES Corporation1,610 0.39 0.57 1,610 0.37 0.58 
Utility Suppliers Total1,610 0.39 0.57 1,610 0.37 0.58 
Portfolio Total-1,210,964 18,747,363 67.43 100.00 19,958,327 63.55 100.00