Naspers

Naspers is a JSE-listed business that is a global consumer internet group and one of the world’s largest technology investors and operators; through Prosus it builds and invests mainly in online classifieds, food delivery, payments & fintech, and edtech businesses globally.

“Our basket of JSE-listed shares has sizeable exposure to many of the global stocks listed locally as well as to winning domestic businesses. The global shares are expected to deliver strong earnings for a variety of reasons (growing franchises, cyclical recovery, etc.) and trade with attractive upside. Holdings include Naspers, Quilter, Richemont, Bidcorp, and Aspen, amongst others.”