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Select BCI ESG Equity Fund  |  South African–Equity–General
7.8444    +0.0637    (+0.819%)
NAV price (ZAR) Wed 5 Nov 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Absa Group Ltd.-2,540 30,565 5.53 2.72 33,105 5.82 3.31 
FirstRand Ltd.10,829 211,766 16.48 8.12 200,937 15.32 8.70 
Investec Ltd.-117 9,749 1.25 0.62 9,866 1.30 0.74 
Investec plc579 12,918 1.66 0.82 12,339 1.63 0.93 
Nedbank Group Ltd.18,073 3.87 1.91 18,064 4.41 2.51 
Standard Bank Group Ltd.-470 52,351 12.37 6.09 52,821 12.03 6.83 
Banks Total8,290 335,422 41.16 20.27 327,132 40.50 23.02 
Anheuser-Busch InBev SA/NV-28 3,548 3.66 1.80 3,576 4.36 2.48 
Beverages Total-28 3,548 3.66 1.80 3,576 4.36 2.48 
Cash on call0.33 0.16 0.10 0.06 
Cash on call Total0.33 0.16 0.10 0.06 
Wilson Bayly Holmes - Ovcon Ltd.-501 1,515 0.23 0.11 2,016 0.37 0.21 
Construction and Materials Total-501 1,515 0.23 0.11 2,016 0.37 0.21 
ADvTECH Ltd.2,611 21,896 0.69 0.34 19,285 0.63 0.36 
Consumer Services Total2,611 21,896 0.69 0.34 19,285 0.63 0.36 
Oceana Group Ltd.38 3,385 0.17 0.08 3,347 0.18 0.10 
Tiger Brands Ltd.337 6,524 2.01 0.99 6,187 1.99 1.13 
Food Producers Total375 9,909 2.18 1.07 9,534 2.17 1.23 
Hammerson Plc5,030 5,030 0.34 0.17 0.00 0.00 
Foreign Property Total5,030 5,030 0.34 0.17 0.00 0.00 
Barloworld Ltd.80 5,841 0.69 0.34 5,761 0.64 0.36 
KAP Ltd.1,383 98,345 0.17 0.08 96,962 0.20 0.11 
Mondi plc121 6,797 1.61 0.79 6,676 1.94 1.10 
The Bidvest Group Ltd.-107 13,436 2.83 1.40 13,543 3.18 1.81 
General Industrials Total1,477 124,419 5.29 2.61 122,942 5.96 3.39 
Life Healthcare Group Holdings Ltd.-702 57,700 0.67 0.33 58,402 0.83 0.47 
Netcare Ltd.-5,815 48,499 0.69 0.34 54,314 0.76 0.43 
Health Care Providers Total-6,517 106,199 1.36 0.67 112,716 1.59 0.90 
Sappi Ltd.176 23,774 0.55 0.27 23,598 0.70 0.40 
Industrial Materials Total176 23,774 0.55 0.27 23,598 0.70 0.40 
Anglo American plc-60 7,443 4.80 2.36 7,503 3.91 2.22 
Kumba Iron Ore Ltd.-34 2,154 0.70 0.35 2,188 0.62 0.35 
South32 Ltd.-1,656 8,893 0.28 0.14 10,549 0.36 0.20 
Industrial Metals and Mining Total-1,750 18,490 5.79 2.85 20,240 4.89 2.78 
Grindrod Ltd.261 23,331 0.35 0.17 23,070 0.29 0.16 
Industrial Transportation Total261 23,331 0.35 0.17 23,070 0.29 0.16 
JSE Ltd.-72 3,192 0.41 0.20 3,264 0.43 0.25 
Investment Banking and Brokerage Services Total-72 3,192 0.41 0.20 3,264 0.43 0.25 
Discovery Ltd.619 23,770 4.70 2.32 23,151 4.99 2.83 
Old Mutual Ltd.-1,474 186,104 2.48 1.22 187,578 2.25 1.28 
Sanlam Ltd.-1,787 64,780 5.38 2.65 66,567 5.91 3.36 
Life Insurance Total-2,642 274,654 12.56 6.19 277,296 13.15 7.47 
Santam Ltd.-155 1,455 0.55 0.27 1,610 0.69 0.39 
Non-life Insurance Total-155 1,455 0.55 0.27 1,610 0.69 0.39 
Bid Corporation Ltd.-41 13,308 5.75 2.83 13,349 6.30 3.58 
Clicks Group Ltd.-75 9,400 3.33 1.64 9,475 3.53 2.00 
Pick n Pay Stores Ltd.-345 20,818 0.52 0.26 21,163 0.57 0.32 
Shoprite Holdings Ltd.212 19,276 5.28 2.60 19,064 5.34 3.03 
Personal Care, Drug and Grocery Stores Total-249 62,802 14.88 7.33 63,051 15.73 8.94 
Aspen Pharmacare Holdings Ltd.-825 14,627 1.40 0.69 15,452 1.85 1.05 
Pharmaceuticals and Biotechnology Total-825 14,627 1.40 0.69 15,452 1.85 1.05 
AngloGold Ashanti plc8,825 10.50 5.17 8,817 7.03 4.00 
Gold Fields Ltd.-111 35,512 25.47 12.54 35,623 14.81 8.42 
Impala Platinum Holdings Ltd.-109 35,885 7.81 3.85 35,994 5.74 3.26 
Northam Platinum Holdings Ltd.-422 13,613 3.80 1.87 14,035 2.72 1.54 
Sibanye Stillwater Ltd.-885 111,774 5.50 2.71 112,659 3.64 2.07 
Valterra Platinum Ltd.2,069 10,516 12.70 6.26 8,447 6.68 3.80 
Precious Metals and Mining Total550 216,125 65.77 32.40 215,575 40.62 23.08 
NEPI Rockcastle NV-129 16,315 2.25 1.11 16,444 2.23 1.27 
Real Estate Investment and Services Total-129 16,315 2.25 1.11 16,444 2.23 1.27 
Growthpoint Properties Ltd.-1,644 135,124 1.99 0.98 136,768 1.81 1.03 
Hammerson plc-3,894 0.00 0.00 3,894 0.29 0.16 
Redefine Properties Ltd.-3,447 283,224 1.40 0.69 286,671 1.30 0.74 
Shaftesbury Capital plc1,500 6,941 0.23 0.11 5,441 0.21 0.12 
Sirius Real Estate Ltd.-1,321 16,731 0.38 0.19 18,052 0.44 0.25 
Real Estate Investment Trusts Total-8,806 442,020 4.01 1.97 450,826 4.05 2.30 
Truworths International Ltd.-175 14,457 0.79 0.39 14,632 1.04 0.59 
Woolworths Holdings Ltd.3,232 39,041 1.95 0.96 35,809 1.86 1.06 
Retailers Total3,057 53,498 2.74 1.35 50,441 2.90 1.65 
Bytes Technology Group plc1,046 2,587 0.24 0.12 1,541 0.19 0.11 
Naspers Ltd.69 3,334 21.01 10.35 3,265 18.10 10.28 
Prosus NV-961 8,508 10.42 5.13 9,469 9.38 5.33 
Software and Computer Services Total154 14,429 31.67 15.60 14,275 27.66 15.72 
MultiChoice Group Ltd.-1,490 8,912 1.11 0.55 10,402 1.22 0.69 
Telkom SA SOC Ltd.266 11,504 0.59 0.29 11,238 0.59 0.34 
Vodacom Group Ltd.-189 23,794 3.16 1.56 23,983 3.28 1.86 
Telecommunications Service Providers Total-1,413 44,210 4.86 2.39 45,623 5.09 2.89 
Portfolio Total-1,106 1,816,860 203.04 100.00 1,817,966 175.98 100.00