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Long Beach Managed Prescient Fund  |  South African–Multi Asset–High Equity
Reg Compliant
3.9998    +0.0015    (+0.038%)
NAV price (ZAR) Thu 27 Nov 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Additional0.00 0.00 9.46 3.59 
Additional Total0.00 0.00 9.46 3.59 
Nu Holdings Ltd21,000 21,000 5.80 1.96 0.00 0.00 
Banks Total21,000 21,000 5.80 1.96 0.00 0.00 
Consumer Goods0.00 0.00 23.98 9.11 
Beverages Total0.00 0.00 23.98 9.11 
Prescient Flexible Bond - A24,694,373 4,694,373 5.57 1.88 0.00 0.00 
Bond Fund Total4,694,373 4,694,373 5.57 1.88 0.00 0.00 
0.00 0.00 0.49 0.18 
Cash on call3.81 1.29 0.00 0.00 
Cash on call Total3.81 1.29 0.49 0.18 
Alibaba Group Holdings Limited2,850 2,850 8.79 2.97 0.00 0.00 
Duolingo1,300 1,300 7.22 2.44 0.00 0.00 
Consumer Services Total4,150 4,150 16.01 5.42 0.00 0.00 
Alphabet Inc C1,400 1,400 5.88 1.99 0.00 0.00 
Booking Holdings15 15 1.40 0.47 0.00 0.00 
L'Oreal180 180 1.34 0.46 0.00 0.00 
Uber Technologies4,700 4,700 7.94 2.69 0.00 0.00 
Cyclical Goods & Services Total6,295 6,295 16.57 5.61 0.00 0.00 
Essilor International270 270 1.51 0.51 0.00 0.00 
KraneShares CSI China Internet ETF1,700 1,700 1.23 0.42 0.00 0.00 
Equities Total1,970 1,970 2.74 0.93 0.00 0.00 
NewGold22,000 22,000 13.54 4.58 0.00 0.00 
Sygnia Itrix S&P 500 ETF2,000 2,000 0.23 0.08 0.00 0.00 
Exchange Traded Funds Total24,000 24,000 13.77 4.66 0.00 0.00 
Mercadolibre Inc170 170 6.85 2.32 0.00 0.00 
PayPal Holdings Inc4,500 4,500 5.21 1.76 0.00 0.00 
Financial Services Total4,670 4,670 12.06 4.08 0.00 0.00 
DoorDash Inc1,800 1,800 8.44 2.86 0.00 0.00 
Food & Beverage Total1,800 1,800 8.44 2.86 0.00 0.00 
Consumer Services0.00 0.00 36.32 13.80 
Food & Drug Retailers Total0.00 0.00 36.32 13.80 
European - Currency0.01 0.00 0.00 0.00 
Foreign Cash0.00 0.00 0.20 0.08 
United Kingdom - Currency0.00 0.00 0.00 0.00 
USA - Currency0.18 0.06 0.00 0.00 
For Currency Total0.19 0.06 0.20 0.08 
Foreign - Equities21.16 7.16 0.00 0.00 
Foreign Direct Funds (FCIS Equity)0.00 0.00 1.64 0.62 
Total Foreign Equities0.00 0.00 116.51 44.27 
Foreign Invest Total21.16 7.16 118.15 44.90 
Airbnb Inc3,000 3,000 6.28 2.13 0.00 0.00 
Foreign Property Total3,000 3,000 6.28 2.13 0.00 0.00 
Basic Materials0.00 0.00 8.94 3.40 
Forestry & Paper Total0.00 0.00 8.94 3.40 
Domestic Funds (Equity)0.00 0.00 29.69 11.28 
Other Equities0.00 0.00 23.70 9.01 
General Equity Total0.00 0.00 53.39 20.29 
Prescient SA Income Provider - A212,592,387 12,592,387 12.96 4.39 0.00 0.00 
Income Total12,592,387 12,592,387 12.96 4.39 0.00 0.00 
Quilter plc8,000 8,000 0.31 0.10 0.00 0.00 
Investment Banking and Brokerage Services Total8,000 8,000 0.31 0.10 0.00 0.00 
Discovery Ltd.36,000 36,000 7.09 2.40 0.00 0.00 
Life Insurance Total36,000 36,000 7.09 2.40 0.00 0.00 
Prescient Money Market - A21,025,409 1,025,409 1.03 0.35 0.00 0.00 
Money Market Total1,025,409 1,025,409 1.03 0.35 0.00 0.00 
OUTsurance Group Ltd.94,000 94,000 6.74 2.28 0.00 0.00 
Non-life Insurance Total94,000 94,000 6.74 2.28 0.00 0.00 
Prescient Global Income- USD A1,493 1,493 0.04 0.01 0.00 0.00 
Offshore Intern Total1,493 1,493 0.04 0.01 0.00 0.00 
Bid Corporation Ltd.16,000 16,000 6.92 2.34 0.00 0.00 
Personal Care, Drug and Grocery Stores Total16,000 16,000 6.92 2.34 0.00 0.00 
Compagnie Financière Richemont SA8,400 8,400 27.46 9.30 0.00 0.00 
Personal Goods Total8,400 8,400 27.46 9.30 0.00 0.00 
Satrix Property ETF - A620,000 620,000 7.65 2.59 0.00 0.00 
Property Total620,000 620,000 7.65 2.59 0.00 0.00 
Domestic Funds (Real Estate)0.00 0.00 12.23 4.65 
Real Estate Total0.00 0.00 12.23 4.65 
Hammerson plc180,000 180,000 12.32 4.17 0.00 0.00 
Shaftesbury Capital plc570,000 570,000 18.83 6.37 0.00 0.00 
Sirius Real Estate Ltd.280,000 280,000 6.30 2.13 0.00 0.00 
Real Estate Investment Trusts Total1,030,000 1,030,000 37.45 12.68 0.00 0.00 
Shopify4,000 4,000 10.26 3.47 0.00 0.00 
Retail Total4,000 4,000 10.26 3.47 0.00 0.00 
Woolworths Holdings Ltd.70,000 70,000 3.52 1.19 0.00 0.00 
Retailers Total70,000 70,000 3.52 1.19 0.00 0.00 
Naspers Ltd.4,400 4,400 27.52 9.32 0.00 0.00 
Software and Computer Services Total4,400 4,400 27.52 9.32 0.00 0.00 
Adyen N.V.400 400 11.07 3.75 0.00 0.00 
Amadeus IT Holding SA2,000 2,000 2.74 0.93 0.00 0.00 
Cloudflare Inc4,000 4,000 14.81 5.01 0.00 0.00 
Meta Platforms Inc110 110 1.39 0.47 0.00 0.00 
Technology Total6,510 6,510 30.00 10.16 0.00 0.00 
City Lodge Hotels Ltd.1,000,000 1,000,000 4.06 1.37 0.00 0.00 
Travel and Leisure Total1,000,000 1,000,000 4.06 1.37 0.00 0.00 
Portfolio Total21,277,857 21,277,857 295.41 100.00 263.16 100.00