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Sygnia 4th Industrial Revolution Global Equity Fund  |  Global-Equity-General
3.5064    +0.0091    (+0.260%)
NAV price (ZAR) Fri 12 Sep 2025 (change prev day)


Asset Allocation: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
RSA Equity
0.00% 
0.00% 
0.00% 
Int Equity
-9.12% 
90.88% 
100.00% 
RSA Bonds
0.63% 
0.63% 
0.00% 
Int Bonds
0.00% 
0.00% 
0.00% 
RSA Real Estate
0.00% 
0.00% 
0.00% 
Int Real Estate
0.00% 
0.00% 
0.00% 
RSA Cash
5.84% 
5.84% 
0.00% 
Int Cash
2.65% 
2.65% 
0.00% 
Asset Allocation: Two Year Quarterly History
Asset Class2Q 20251Q 20254Q 20243Q 20242Q 20241Q 20244Q 20233Q 2023
RSA Equity--------
Int Equity90.88%100.00%100.00%100.00%100.00%91.04%100.00%100.00%
Total Equity90.88%100.00%100.00%100.00%100.00%91.04%100.00%100.00%
RSA Bonds0.63%----0.68%--
Int Bonds--------
Total Bonds0.63%----0.68%--
RSA Real Estate--------
Int Real Estate--------
Total Real Estate--------
RSA Cash5.84%----6.56%--
Int Cash2.65%----1.72%--
Total Cash8.49%----8.28%--
Total100.00%100.00%100.00%100.00%100.00%100.00%100.00%100.00%
RSA Total6.47%----7.24%--
Int Total93.53%100.00%100.00%100.00%100.00%92.76%100.00%100.00%
Top Holdings: Quarterly Comparison
 
 
 

 
 
Change		Quarter Ended
Quarter Ended
FOREIGNEQ1.04% 12.06% 11.02% 
USA C1.13% 2.65% 1.53% 
MICROSOFT0.18% 6.63% 6.46% 
BROADCOM0.56% 3.13% 2.57% 
NVIDIA1.04% 7.00% 5.96% 
APPLE-0.32% 6.38% 6.69% 
AMAZON.COM0.29% 5.47% 5.18% 
METAPLATFORMS-0.08% 3.88% 3.97% 
Nedgroup Investments Corporate Money Market - C15-1.07% 6.44% 7.51% 
ALPHABETINCA0.08% 5.11% 5.02% 
ISHARESNAS1000.04% 2.08% 2.05% 
Sectoral Allocation: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
Auto
0.68% 
2.99% 
2.31% 
Banks
0.02% 
0.75% 
0.73% 
Cash on call
-0.15% 
0.03% 
0.18% 
Chemicals
-0.13% 
0.39% 
0.52% 
Consumer Services
-0.20% 
0.68% 
0.88% 
Cyclical Goods & Services
0.01% 
8.23% 
8.22% 
Energy
-0.26% 
0.70% 
0.96% 
Equities
-0.12% 
2.34% 
2.46% 
Exchange Traded Funds
0.09% 
0.17% 
0.08% 
Financial Services
-0.06% 
2.07% 
2.13% 
For Currency
1.12% 
2.65% 
1.53% 
Foreign Invest
1.04% 
12.06% 
11.02% 
Goods & Services
-1.59% 
3.06% 
4.65% 
Healthcare
-1.72% 
4.88% 
6.60% 
Insurance
-0.09% 
0.52% 
0.61% 
Media
0.02% 
0.61% 
0.59% 
Money Market
-1.07% 
6.44% 
7.51% 
Retail
-0.25% 
1.88% 
2.13% 
Technology
0.71% 
43.23% 
42.52% 
Telecom
-0.42% 
1.37% 
1.79% 

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