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Sygnia Skeleton Balanced 40 Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
1.6541    +0.0077    (+0.468%)
NAV price (ZAR) Fri 12 Jun 2026 (change prev day)


Asset Allocation: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
RSA Equity
-0.80% 
13.70% 
14.50% 
Int Equity
0.40% 
23.40% 
23.00% 
RSA Bonds
-0.40% 
44.50% 
44.90% 
Int Bonds
-2.00% 
2.60% 
4.60% 
RSA Real Estate
-0.60% 
0.70% 
1.30% 
Int Real Estate
0.00% 
0.00% 
0.00% 
RSA Cash
3.70% 
12.00% 
8.30% 
Int Cash
-0.30% 
3.10% 
3.40% 
Asset Allocation: Two Year Quarterly History
Asset Class1Q 20264Q 20253Q 20252Q 20251Q 20254Q 20243Q 20242Q 2024
RSA Equity13.70%14.50%16.00%16.00%16.40%14.90%16.20%14.70%
Int Equity23.40%23.00%17.90%18.10%17.90%16.40%15.90%15.00%
Total Equity37.10%37.50%33.90%34.10%34.30%31.30%32.10%29.70%
RSA Bonds44.50%44.90%47.10%47.30%46.90%43.30%44.80%41.70%
Int Bonds2.60%4.60%4.40%4.50%3.00%2.40%3.10%2.50%
Total Bonds47.10%49.50%51.50%51.80%49.90%45.70%47.90%44.20%
RSA Real Estate0.70%1.30%1.20%1.20%1.30%1.10%1.00%0.90%
Int Real Estate----1.40%2.40%0.80%1.20%
Total Real Estate0.70%1.30%1.20%1.20%2.70%3.50%1.80%2.10%
RSA Cash12.00%8.30%10.20%9.70%10.40%9.60%10.20%10.20%
Int Cash3.10%3.40%3.20%3.20%2.70%9.90%8.00%13.80%
Total Cash15.10%11.70%13.40%12.90%13.10%19.50%18.20%24.00%
Total100.00%100.00%100.00%100.00%100.00%100.00%100.00%100.00%
RSA Total70.90%69.00%74.50%74.20%75.00%68.90%72.20%67.50%
Int Total29.10%31.00%25.50%25.80%25.00%31.10%27.80%32.50%
Top Holdings: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
USA C-0.35% 2.20% 2.55% 
Investec Stefi Plus - Z3.62% 11.57% 7.95% 
ISCUCIETF1.16% 5.98% 4.83% 
Sygnia Itrix S&P 500 ETF-0.14% 1.78% 1.92% 
ISIMIETF-1.27% 2.47% 3.74% 
Sygnia Enhanced Income - A0.50% 19.89% 19.39% 
Sygnia Enhanced All Bond Fund - C0.19% 15.80% 15.62% 
Sygnia All Bond Index - C-0.80% 9.87% 10.67% 
Sygnia Skeleton International Equity FoF - C0.09% 2.04% 1.95% 
ISHARECGLBBND1.45% 2.73% 1.28% 
FRS406-0.11% 2.13% 2.25% 
Sectoral Allocation: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
Banks
-0.12% 
2.76% 
2.88% 
Beverages
0.01% 
0.19% 
0.18% 
Bond
-0.13% 
3.82% 
3.95% 
Bond Fund
-0.80% 
9.87% 
10.67% 
Bonds
1.45% 
2.73% 
1.28% 
Cash on call
0.11% 
1.11% 
1.00% 
Chemicals
0.13% 
0.28% 
0.15% 
Construction and Materials
-0.02% 
0.03% 
0.05% 
Consumer Services
0.01% 
0.04% 
0.03% 
Electronic and Electrical Equipment
0.00% 
0.02% 
0.02% 
Equities
-0.91% 
4.89% 
5.80% 
Exchange Traded Funds
-0.17% 
2.32% 
2.49% 
Food Producers
-0.01% 
0.19% 
0.20% 
For Currency
-0.35% 
2.21% 
2.56% 
Foreign Invest
-0.01% 
0.72% 
0.73% 
General Industrials
-0.02% 
0.20% 
0.22% 
Health Care Providers
0.00% 
0.07% 
0.07% 
Income
4.30% 
47.26% 
42.96% 
Industrial Materials
-0.01% 
0.02% 
0.03% 
Industrial Metals and Mining
0.09% 
0.84% 
0.75% 
Industrial Support Services
0.00% 
0.01% 
0.01% 
Industrial Transportation
0.00% 
0.03% 
0.03% 
International
0.05% 
2.78% 
2.73% 
Investment Banking and Brokerage Services
-0.03% 
0.47% 
0.50% 
Life Insurance
-0.04% 
0.68% 
0.72% 
Money Market
0.22% 
1.05% 
0.83% 
Non-life Insurance
-0.01% 
0.13% 
0.14% 
Offshore Intern
1.15% 
5.98% 
4.83% 
Oil, Gas and Coal
0.02% 
0.12% 
0.10% 
Personal Care, Drug and Grocery Stores
-0.05% 
0.68% 
0.73% 
Personal Goods
-0.07% 
0.24% 
0.31% 
Pharmaceuticals and Biotechnology
0.01% 
0.09% 
0.08% 
Precious Metals and Mining
-0.18% 
3.80% 
3.98% 
Property Unit Trusts
-0.56% 
0.72% 
1.28% 
Real Estate Investment and Services
-0.03% 
0.21% 
0.24% 
Real Estate Investment Trusts
-0.05% 
0.43% 
0.48% 
Retailers
-0.09% 
0.42% 
0.51% 
Software and Computer Services
-0.39% 
1.47% 
1.86% 
Telecommunications Service Providers
0.05% 
0.78% 
0.73% 
Tobacco
-0.01% 
0.26% 
0.27% 
Travel and Leisure
0.01% 
0.05% 
0.04%