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FAL BCI Balanced Fund  |  South African–Multi Asset–High Equity
Reg Compliant
1.7878    +0.0042    (+0.235%)
NAV price (ZAR) Thu 27 Nov 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Renergen Ltd.110,187 1.75 0.67 110,187 1.29 0.47 
Alternative Energy Total110,187 1.75 0.67 110,187 1.29 0.47 
Investec plc50,185 6.45 2.48 50,185 6.63 2.41 
Banks Total50,185 6.45 2.48 50,185 6.63 2.41 
SA Bond ASN9502,500,000 2.54 0.98 2,500,000 2.51 0.91 
SA Bond CLN9092,000,000 2.22 0.85 2,000,000 2.08 0.76 
SA Bond COJ081,945,000 2.03 0.78 1,945,000 1.97 0.72 
SA Bond COT023,400,000 3,470,000 2.81 1.08 70,000 0.05 0.02 
SA Bond EMM042,050,969 2.05 0.79 2,050,969 1.97 0.72 
SA Bond EMM07-21,902 87,607 0.09 0.03 109,509 0.11 0.04 
SA Bond FRC4051,500,000 1.56 0.60 1,500,000 1.60 0.58 
SA Bond NRA028470,000 0.54 0.21 470,000 0.51 0.19 
SA Bond R20534,000,000 4.54 1.75 4,000,000 4.32 1.57 
SA Bond TN25-4,150,000 0.00 0.00 4,150,000 4.30 1.56 
SA Bond TN404,700,000 4.57 1.76 4,700,000 4.17 1.52 
SA Bond UG26470,000 0.48 0.18 470,000 0.49 0.18 
Bond Total-771,902 23,193,576 23.42 9.02 23,965,478 24.09 8.77 
Cash on call-5.67 -2.18 8.82 3.21 
Cash on call Total-5.67 -2.18 8.82 3.21 
SPDR S&P 500 ETF130 1.49 0.58 130 1.42 0.52 
Equities Total130 1.49 0.58 130 1.42 0.52 
Satrix MSCI India Feeder ETF-61,760 74,124 5.94 2.29 135,884 12.16 4.43 
Exchange Traded Funds Total-61,760 74,124 5.94 2.29 135,884 12.16 4.43 
ETN - FNB ETN on APPLEC SEP25169,607 169,607 3.58 1.38 0.00 0.00 
ETN - FNB ETN on APPLEQ SEP2517,100 17,100 0.37 0.14 0.00 0.00 
ETN - FNB ETN on FACEBQ SEP2515,600 15,600 0.41 0.16 0.00 0.00 
Exchange Traded Notes167,016 5.06 1.95 167,016 3.92 1.43 
Exchange Traded Notes14,937 0.47 0.18 14,937 0.34 0.12 
Exchange Traded Notes337,103 4.41 1.70 337,103 4.58 1.67 
Exchange Traded Notes26,360 0.36 0.14 26,360 0.35 0.13 
Exchange Traded Notes-169,607 0.00 0.00 169,607 2.90 1.06 
Exchange Traded Notes-17,100 0.00 0.00 17,100 0.29 0.11 
Exchange Traded Notes157,649 4.11 1.58 157,649 4.26 1.55 
Exchange Traded Notes-15,600 0.00 0.00 15,600 0.41 0.15 
Exchange Traded Notes116,938 1.79 0.69 116,938 1.79 0.65 
Exchange Traded Notes-113,232 100 0.00 0.00 113,332 1.68 0.61 
Exchange Traded Notes163,429 4.00 1.54 163,429 3.94 1.43 
Exchange Traded Notes15,900 0.40 0.15 15,900 0.38 0.14 
Exchange Traded Notes816,378 15.44 5.94 816,378 14.87 5.41 
Exchange Traded Notes445,983 8.60 3.31 445,983 8.11 2.95 
Exchange Traded Notes321,557 7.43 2.86 321,557 8.27 3.01 
Exchange Traded Notes16,600 0.39 0.15 16,600 0.42 0.15 
Exchange Traded Notes94,055 0.73 0.28 94,055 0.80 0.29 
Exchange Traded Notes138,932 6.45 2.48 138,932 5.92 2.15 
Exchange Traded Notes150,392 5.38 2.07 150,392 5.05 1.84 
Exchange Traded Notes200,547 3.73 1.44 200,547 3.98 1.45 
Exchange Traded Notes62,390 13.17 5.07 62,390 12.31 4.48 
Exchange Traded Notes26,900 6.24 2.40 26,900 5.73 2.08 
Exchange Traded Notes25,800 0.54 0.21 25,800 0.47 0.17 
Exchange Traded Notes35,800 0.42 0.16 35,800 0.34 0.13 
Exchange Traded Notes40,600 0.65 0.25 40,600 0.54 0.20 
Exchange Traded Notes Total-113,232 3,577,673 94.12 36.24 3,690,905 91.66 33.36 
Anchor BCI Worldwide Flexible - B7,930 1,098,455 3.31 1.27 1,090,525 3.23 1.18 
Flexible Total7,930 1,098,455 3.31 1.27 1,090,525 3.23 1.18 
USA - Currency1.23 0.48 1.26 0.46 
For Currency Total1.23 0.48 1.26 0.46 
Old Mutual RAFI 40 Index - B2649 25,491 0.17 0.06 24,842 0.14 0.05 
General Equity Total649 25,491 0.17 0.06 24,842 0.14 0.05 
Granate BCI Multi Income - D93,291 4,790,507 5.56 2.14 4,697,216 5.38 1.96 
PortfolioMetrix BCI Dynamic Income - B235,818 9,873,008 11.23 4.32 9,637,190 10.65 3.87 
Prescient Income Plus - A2170,616 8,839,798 9.07 3.49 8,669,182 8.79 3.20 
Visio BCI Unconstrained Fixed Interest - C42,431 2,232,890 2.69 1.04 2,190,459 2.59 0.94 
Vunani BCI Enhanced Income - B1-174,073 328,627 3.35 1.29 502,700 5.32 1.94 
Vunani BCI Enhanced Income Retention - B149 102,509 0.21 0.08 102,460 0.21 0.08 
Income Total368,132 26,167,339 32.10 12.36 25,799,207 32.93 11.98 
Anglo American plc7,066 4.56 1.76 7,066 3.68 1.34 
BHP Group Ltd.-2,120 8,261 3.95 1.52 10,381 4.42 1.61 
Industrial Metals and Mining Total-2,120 15,327 8.51 3.28 17,447 8.10 2.95 
Bell Equipment Ltd.77,041 3.35 1.29 77,041 3.13 1.14 
Industrial Transportation Total77,041 3.35 1.29 77,041 3.13 1.14 
1NVEST MSCI World Index Feeder Fund - B18,107,625 26.15 10.07 8,107,625 25.22 9.18 
BCI Credo Global Equity Feeder - B-194,789 1,267,553 2.59 1.00 1,462,342 2.96 1.08 
BCI Fairtree Global Income Plus Feeder - C2,679,604 4.68 1.80 2,679,604 4.70 1.71 
BCI Ranmore Global Value Equity Feeder - A1,290,541 3.65 1.41 1,290,541 3.54 1.29 
Mi-PLAN BCI Global Macro - B2171 51,995 3.09 1.19 51,824 3.00 1.09 
Old Mutual Global Equity - B171 39,538 3.10 1.19 39,467 2.95 1.07 
International Total-194,547 13,436,856 43.26 16.66 13,631,403 42.36 15.42 
BCI Money Market - B44 2,376 0.00 0.00 2,332 0.00 0.00 
Money Market Total44 2,376 0.00 0.00 2,332 0.00 0.00 
Compagnie Financière Richemont SA3,171 10.37 3.99 3,171 10.56 3.84 
Personal Goods Total3,171 10.37 3.99 3,171 10.56 3.84 
Valterra Platinum Ltd.820 0.99 0.38 820 0.65 0.24 
Precious Metals and Mining Total820 0.99 0.38 820 0.65 0.24 
Prescient Glb Inc Provider Feeder - B3874,466 4.20 1.62 874,466 4.28 1.56 
Prudential Total874,466 4.20 1.62 874,466 4.28 1.56 
Datatec Ltd.67,438 4.04 1.56 67,438 4.40 1.60 
Naspers Ltd.2,150 13.55 5.22 2,150 11.92 4.34 
Prosus NV5,810 7.12 2.74 5,810 5.75 2.09 
Software and Computer Services Total75,398 24.70 9.51 75,398 22.07 8.03 
Portfolio Total-766,806 68,782,615 259.70 100.00 69,549,421 274.80 100.00