Shareholder analysis
at 30 June 2014
| Unitholder spread |
Number of
unitholders |
% |
Number of
units |
% |
| 1 — 1 000 units |
4 915 |
48,30 |
2 590 032 |
1,06 |
| 1 001 — 10 000 units |
4 299 |
42,24 |
13 034 747 |
5,36 |
| 10 001 — 100 000 units |
734 |
7,21 |
21 756 607 |
8,94 |
| 100 001 — 1 000 000 units |
183 |
1,80 |
58 835 345 |
24,19 |
| 1 000 001 units and over |
46 |
0,45 |
147 039 361 |
60,45 |
| Total |
10 177 |
100,00 |
243 256 092 |
100,00 |
|
|
|
|
| |
| Distribution of unitholdings |
Number of
unitholders |
% |
Number of
units |
% |
| Banks |
47 |
0,46 |
10 979 776 |
4,51 |
| Close corporations |
89 |
0,87 |
408 844 |
0,17 |
| Endowment funds |
160 |
1,57 |
2 281 128 |
0,94 |
| Individuals |
7 098 |
69,75 |
14 888 082 |
6,12 |
| Insurance companies |
48 |
0,47 |
9 800 487 |
4,03 |
| Investment companies |
21 |
0,21 |
1 209 475 |
0,50 |
| Medical schemes |
20 |
0,20 |
453 022 |
0,19 |
| Mutual funds |
243 |
2,39 |
101 800 082 |
41,85 |
| Nominees |
5 |
0,05 |
20 133 |
0,01 |
| Other corporations |
44 |
0,43 |
226 854 |
0,09 |
| Own holdings |
1 |
0,01 |
153 659 |
0,06 |
| Private companies |
240 |
2,36 |
8 468 365 |
3,48 |
| Public companies |
5 |
0,05 |
4 840 333 |
1,99 |
| Retirement funds |
265 |
2,60 |
74 906 598 |
30,79 |
| Trusts |
1 891 |
18,58 |
12 819 254 |
5,27 |
| Total |
10 177 |
100,00 |
243 256 092 |
100,00 |
| |
|
|
|
|
| Public/non-public unitholdings |
Number of
unitholders |
% |
Number of
units |
% |
| Non-public unitholders |
7 |
0,07 |
34 572 425 |
14,21 |
| Directors of the company |
5 |
0,05 |
490 703 |
0,20 |
| Strategic holdings (more than 10%) |
2 |
0,02 |
34 081 722 |
14,01 |
| Public unitholders |
10 170 |
99,93 |
208 683 667 |
85,79 |
| Total |
10 177 |
100,00 |
243 256 092 |
100,00 |
| |
|
|
|
|
| Beneficial unitholders holding 5% or more |
|
|
Number of
units |
% |
| Government Employees Pension Fund |
|
|
34 081 722 |
14,01 |
| Stanlib |
|
|
16 035 933 |
6,59 |
| Coronation Fund Managers |
|
|
14 599 829 |
6,00 |
| Investment Solutions |
|
|
13 303 842 |
5,47 |
| Old Mutual |
|
|
12 773 159 |
5,25 |
| Investec |
|
|
12 538 754 |
5,15 |
| Total |
|
|
103 333 239 |
42,48 |
|
|
|
