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Added to YB: 2026-04-01

Pitch date: 2026-03-30

SRSA.L [bullish]

iShares III Public Limited Company - iShares MSCI South Africa UCITS ETF

+2.33%

current return

Author Info

The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.

Company Info

iShares III Public Limited Company - iShares MSCI South Africa UCITS ETF is an exchange traded fund launched by BlackRock Asset Management Ireland Limited.

Show full summary:
Battered'n'Bruised'n'not amused - $SRSA.L

SRSA.L: South Africa ETF down 10.8% since 5-Mar, 2/3 from ZAR weakness. Top holdings: AngloGold (12%, trades at Barrick multiple w/ 2:1 gold leverage), Naspers (10.9%, 0.7x book, 9x FY27 PE, $6B buyback, owns Tencent/iFood/PayU), Gold Fields (10%, 5.1% yield, 2.4-2.6M oz production), FirstRand (7%, 24% ROE). Strong buy conviction despite volatility.

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