LAURIUM SA FLEXIBLE PRESCIENT FUND A2

As of 28 February 2025

Fund Details

The Laurium SA Flexible Prescient Fund A2 has a primary investment objective of long-term capital growth. The fund aims to achieve a return of at least 5% above CPI per annum, measured over rolling 3 year periods.

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Fund Facts

Benchmark
CPI +5%
Risk Profile
Moderate-Aggressive
Fund Classification
South African Multi-Asset-Flexible
Fund Inception Date
16 August 2023
Fund size
R1.6 bn

Fund Performance (net of fees)

As of 28 February 2025
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Top 10 Fund Holdings (% of fund)

As of 28 February 2025
  • Prosus NV
    7.4%
  • Absa Group Ltd
    5.3%
  • Anheuser-Busch InBev SA/NV
    4.9%
  • Standard Bank Group Ltd
    4.5%
  • Naspers Ltd
    4.2%
  • Remgro Ltd
    4.0%
  • FirstRand Ltd
    3.8%
  • Sanlam Ltd
    3.7%
  • Anglogold Ashanti PLC
    3.5%
  • British American Tobacco PLC
    2.8%

Asset Allocation

As of 28 February 2025
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  • Equity
    59.9%
  • Fixed Income
    25.3%
  • Cash
    8.8%
  • Property
    5.3%
  • Preferred Equity
    0.7%