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Sygnia 4th Industrial Revolution Global Equity Fund  |  Global-Equity-General
3.3130    +0.0170    (+0.516%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


Asset Allocation: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
RSA Equity
0.00% 
0.00% 
0.00% 
Int Equity
0.00% 
100.00% 
100.00% 
RSA Bonds
0.00% 
0.00% 
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
0.00% 
0.00% 
0.00% 
Int Cash
0.00% 
0.00% 
0.00% 
Asset Allocation: Two Year Quarterly History
Asset Class1Q 20254Q 20243Q 20242Q 20241Q 20244Q 20233Q 20232Q 2023
RSA Equity--------
Int Equity100.00%100.00%100.00%100.00%91.04%100.00%100.00%100.00%
Total Equity100.00%100.00%100.00%100.00%91.04%100.00%100.00%100.00%
RSA Bonds----0.68%---
Int Bonds--------
Total Bonds----0.68%---
RSA Real Estate--------
Int Real Estate--------
Total Real Estate--------
RSA Cash----6.56%---
Int Cash----1.72%---
Total Cash----8.28%---
Total100.00%100.00%100.00%100.00%100.00%100.00%100.00%100.00%
RSA Total----7.24%---
Int Total100.00%100.00%100.00%100.00%92.76%100.00%100.00%100.00%
Top Holdings: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
FOREIGNEQ-2.16% 11.02% 13.18% 
USA C-1.48% 1.53% 3.00% 
MICROSOFT0.06% 6.46% 6.40% 
BROADCOM-0.78% 2.57% 3.35% 
NVIDIA-0.96% 5.96% 6.92% 
APPLE0.05% 6.69% 6.64% 
AMAZON.COM-0.47% 5.18% 5.65% 
METAPLATFORMS0.17% 3.97% 3.79% 
Nedgroup Investments Corporate Money Market - C151.56% 7.51% 5.95% 
ALPHABETINCA-0.77% 5.02% 5.79% 
ISHARESNAS100-0.01% 2.05% 2.06% 
Sectoral Allocation: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
Auto
-0.77% 
2.31% 
3.08% 
Cash on call
-0.07% 
0.18% 
0.25% 
Chemicals
0.04% 
0.52% 
0.48% 
Consumer Services
0.36% 
0.88% 
0.52% 
Cyclical Goods & Services
-0.66% 
8.22% 
8.88% 
Energy
0.18% 
0.96% 
0.78% 
Equities
0.06% 
2.46% 
2.40% 
Exchange Traded Funds
0.00% 
0.08% 
0.08% 
Financial Services
0.16% 
2.23% 
2.07% 
For Currency
-1.47% 
1.53% 
3.00% 
Foreign Invest
-2.16% 
11.02% 
13.18% 
Goods & Services
0.20% 
4.65% 
4.45% 
Healthcare
1.15% 
7.09% 
5.94% 
Insurance
0.14% 
0.61% 
0.47% 
Media
-0.05% 
0.59% 
0.64% 
Money Market
1.56% 
7.51% 
5.95% 
Retail
0.29% 
2.13% 
1.84% 
Technology
-1.76% 
42.79% 
44.55% 
Telecom
0.33% 
1.41% 
1.08%