Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Sygnia CPI + 6% Fund  |  South African-Multi Asset-High Equity
Reg Compliant
2.8545    -0.0216    (-0.751%)
NAV price (ZAR) Tue 23 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Montauk Renewables Inc.-3,021 0.00 0.00 3,021 0.09 0.00 
Alternative Energy Total-3,021 0.00 0.00 3,021 0.09 0.00 
Absa Group Ltd.-4,862 48,669 11.63 0.34 53,531 12.81 0.37 
Capitec Bank Holdings Ltd.-442 5,139 20.97 0.62 5,581 23.19 0.67 
FirstRand Ltd.-30,613 299,484 25.62 0.75 330,097 29.96 0.86 
Investec Ltd.-2,314 14,220 1.82 0.05 16,534 2.02 0.06 
Investec plc-2,090 19,816 2.56 0.08 21,906 2.68 0.08 
Nedbank Group Ltd.-3,037 26,197 6.98 0.21 29,234 7.78 0.22 
Standard Bank Group Ltd.-7,919 77,164 23.26 0.68 85,083 24.71 0.71 
Banks Total-51,277 490,689 92.85 2.73 541,966 103.15 2.97 
Anheuser-Busch InBev SA/NV-597 5,474 6.45 0.19 6,071 6.50 0.19 
Beverages Total-597 5,474 6.45 0.19 6,071 6.50 0.19 
SA Bond ABS71,170,000 1.18 0.03 1,170,000 1.22 0.04 
SA Bond AIR05900,000 0.94 0.03 900,000 0.95 0.03 
SA Bond AIRL01150,000 0.37 0.01 150,000 0.36 0.01 
SA Bond BNDS2.04 0.06 1.99 0.06 
SA Bond FRB421,100,000 1.13 0.03 1,100,000 1.10 0.03 
SA Bond FRS38440,823,751 47.15 1.38 40,823,751 48.28 1.39 
SA Bond FRX26210,000 0.22 0.01 210,000 0.22 0.01 
SA Bond FRX31840,000 0.88 0.03 840,000 0.93 0.03 
SA Bond GRL35190,000 0.26 0.01 190,000 0.25 0.01 
SA Bond I2029-220,000 1,200,000 1.74 0.05 1,420,000 2.04 0.06 
SA Bond I203190,000 560,000 0.63 0.02 470,000 0.54 0.02 
SA Bond I2033-150,000 3,104,000 4.31 0.13 3,254,000 4.61 0.13 
SA Bond I2043170,000 170,000 0.20 0.01 0.00 0.00 
SA Bond I204670,000 170,000 0.22 0.01 100,000 0.14 0.00 
SA Bond NBK20A1,000,000 1.04 0.03 1,000,000 1.02 0.03 
SA Bond NBK21A1,000,000 1.05 0.03 1,000,000 1.10 0.03 
SA Bond NHM029100,000 0.10 0.00 100,000 0.10 0.00 
SA Bond R2032-200,000 10,769,000 10.52 0.31 10,969,000 11.49 0.33 
SA Bond R2033570,000 0.60 0.02 570,000 0.65 0.02 
SA Bond R2035-2,510,000 7,150,000 7.08 0.21 9,660,000 10.37 0.30 
SA Bond R2037660,000 19,410,000 18.41 0.54 18,750,000 19.32 0.56 
SA Bond R20383,660,000 4.01 0.12 3,660,000 4.35 0.13 
SA Bond R20402,190,000 15,034,000 14.37 0.42 12,844,000 13.38 0.38 
SA Bond R2044-790,000 21,736,077 20.08 0.59 22,526,077 22.51 0.65 
SA Bond R20484,170,000 8,850,000 8.09 0.24 4,680,000 4.65 0.13 
SA Bond R2053970,000 1.15 0.03 970,000 1.26 0.04 
SA Bond R2091,500,000 15,230,000 12.23 0.36 13,730,000 11.96 0.34 
SA Bond R21040,000 0.10 0.00 40,000 0.10 0.00 
SA Bond R213-800,000 400,000 0.38 0.01 1,200,000 1.20 0.03 
SA Bond R21410,630,000 8.02 0.24 10,630,000 8.69 0.25 
SA Bond SBC1852,500,000 2.74 0.08 2,500,000 2.74 0.08 
SA Bond SBS20210,000 0.22 0.01 210,000 0.22 0.01 
SA Bond SSN0211,000,000 0.96 0.03 1,000,000 1.02 0.03 
SA Bond SSN210520,000 0.74 0.02 520,000 0.73 0.02 
SA Bond TNFG32400,000 0.43 0.01 400,000 0.42 0.01 
SA Bond TNG312,300,000 2.56 0.08 2,300,000 2.75 0.08 
Unit Trusts - Bond61.32 1.80 59.85 1.72 
Bond Total4,180,000 174,066,828 237.50 6.97 169,886,828 242.51 6.97 
Investec Gilt - Z1,099,668 59,701,502 131.88 3.87 58,601,834 137.32 3.95 
Sygnia All Bond Index - C577,075 179,781,258 176.76 5.19 179,204,183 182.32 5.24 
Bond Fund Total1,676,743 239,482,760 308.64 9.06 237,806,017 319.64 9.19 
iShares $ Short Duration Corp Bond UCITS-284,026 0.00 0.00 284,026 29.68 0.85 
iShares Core Global Aggregate Bond UCITS ETF678,855 1,276,281 94.47 2.77 597,426 44.27 1.27 
iShares J.P. Morgan EM Local Government Bond UCITS ETF-351,898 0.00 0.00 351,898 32.78 0.94 
Bonds Total42,931 1,276,281 94.47 2.77 1,233,350 106.73 3.07 
Cash on call35.07 1.03 22.27 0.64 
Margin Account1.18 0.03 2.42 0.07 
Cash on call Total36.25 1.06 24.68 0.71 
AECI Ltd.-1,667 5,572 0.64 0.02 7,239 0.65 0.02 
Omnia Holdings Ltd.-1,321 9,182 0.87 0.03 10,503 0.83 0.02 
Sasol Ltd.-3,459 34,479 7.74 0.23 37,938 4.03 0.12 
Chemicals Total-6,447 49,233 9.26 0.27 55,680 5.50 0.16 
PPC Ltd.-13,078 73,819 0.44 0.01 86,897 0.49 0.01 
Raubex Group Ltd.-2,309 10,490 0.51 0.01 12,799 0.57 0.02 
Wilson Bayly Holmes - Ovcon Ltd.2,823 0.43 0.01 2,823 0.47 0.01 
Construction and Materials Total-15,387 87,132 1.38 0.04 102,519 1.53 0.04 
Advtech Ltd.-4,564 28,971 1.21 0.04 33,535 1.25 0.04 
Curro Holdings Ltd.-32,128 0.00 0.00 32,128 0.46 0.01 
Consumer Services Total-36,692 28,971 1.21 0.04 65,663 1.71 0.05 
Bond Derivative0.00 0.00 0.05 0.00 
Derivatives Total0.00 0.00 0.05 0.00 
Reunert Ltd.10,186 0.66 0.02 10,186 0.63 0.02 
Electronic and Electrical Equipment Total10,186 0.66 0.02 10,186 0.63 0.02 
iShares Core EURO STOXX 502,241 9.37 0.28 2,241 9.62 0.28 
iShares Core MSCI Emerging Markets IMI UCITS ETF-72,173 142,804 109.15 3.20 214,977 160.43 4.61 
iShares Core S&P 500 ETF602 8,803 103.19 3.03 8,201 100.13 2.88 
iShares MSCI World ex-USA UCITS ETF371,279 40.28 1.18 371,279 39.53 1.14 
Equities Total-71,571 525,127 261.99 7.69 596,698 309.71 8.91 
Sygnia Itrix MSCI World Index ETF2,575,861 186.75 5.48 2,575,861 190.44 5.48 
Sygnia Itrix S&P 500 ETF340,208 37.44 1.10 340,208 39.13 1.13 
Exchange Traded Funds Total2,916,069 224.19 6.58 2,916,069 229.57 6.60 
Optasia Ltd.24,291 24,291 0.48 0.01 0.00 0.00 
Finance and Credit Services Total24,291 24,291 0.48 0.01 0.00 0.00 
Astral Foods Ltd.-465 2,239 0.57 0.02 2,704 0.72 0.02 
AVI Ltd.-1,239 19,306 2.00 0.06 20,545 2.17 0.06 
Oceana Group Ltd.6,156 0.32 0.01 6,156 0.34 0.01 
Premier Group Ltd.961 3,866 0.67 0.02 2,905 0.49 0.01 
Tiger Brands Ltd.-1,091 8,596 2.59 0.08 9,687 3.55 0.10 
Food Producers Total-1,834 40,163 6.15 0.18 41,997 7.27 0.21 
European - Currency0.01 0.00 0.01 0.00 
Japan - Currency0.00 0.00 0.00 0.00 
United Kingdom - Currency0.02 0.00 0.27 0.01 
USA - Currency99.69 2.93 64.55 1.86 
For Currency Total99.73 2.93 64.83 1.86 
Foreign - Bonds47.22 1.39 0.00 0.00 
Foreign - Equities74.99 2.20 73.67 2.12 
Foreign - Unit Trust - Bonds0.00 0.00 44.62 1.28 
Foreign Invest Total122.21 3.59 118.29 3.40 
36ONE FR SA Equity - K-2,857,701 73,301,651 245.48 7.20 76,159,352 257.22 7.40 
Coronation SA Equity - Z-2,908,658 115,289,074 240.47 7.06 118,197,732 258.00 7.42 
Equity0.00 0.00 48.53 1.40 
Nedgroup Investments SA Equity - B6681,156 69,388,084 159.95 4.69 68,706,928 170.50 4.90 
Visio FR SA Equity - B2-1,472,204 96,384,912 160.90 4.72 97,857,116 170.91 4.91 
General Equity Total-6,557,407 354,363,721 806.80 23.68 360,921,128 905.16 26.03 
KAP Ltd.-33,540 143,655 0.29 0.01 177,195 0.34 0.01 
Mondi plc-1,246 10,584 2.03 0.06 11,830 2.41 0.07 
The Bidvest Group Ltd.-1,732 19,882 4.53 0.13 21,614 5.13 0.15 
General Industrials Total-36,518 174,121 6.85 0.20 210,639 7.88 0.23 
Life Healthcare Group Holdings Ltd.-11,715 80,674 0.93 0.03 92,389 1.05 0.03 
Netcare Ltd.-10,709 80,155 1.32 0.04 90,864 1.44 0.04 
Health Care Providers Total-22,424 160,829 2.25 0.07 183,253 2.49 0.07 
Investec Stefi Plus - Z118,605,408 353,039,058 367.02 10.77 234,433,650 243.81 7.01 
Sygnia Enhanced Income - A103,030,089 141,861,828 143.49 4.21 38,831,739 39.53 1.14 
Income Total221,635,497 494,900,886 510.51 14.98 273,265,389 283.34 8.15 
Sappi Ltd.-3,913 36,243 0.61 0.02 40,156 0.99 0.03 
Industrial Materials Total-3,913 36,243 0.61 0.02 40,156 0.99 0.03 
African Rainbow Minerals Ltd.6,081 1.39 0.04 6,081 1.21 0.03 
Afrimat Ltd.-1,418 7,104 0.26 0.01 8,522 0.35 0.01 
Anglo American plc-1,753 17,358 12.39 0.36 19,111 13.09 0.38 
BHP Group Ltd.-1,541 7,787 4.70 0.14 9,328 4.73 0.14 
Glencore plc-2,137 61,772 7.88 0.23 63,909 5.83 0.17 
Kumba Iron Ore Ltd.-467 3,155 1.01 0.03 3,622 1.27 0.04 
South32 Ltd.-1,687 12,920 0.65 0.02 14,607 0.57 0.02 
Industrial Metals and Mining Total-9,003 116,177 28.28 0.83 125,180 27.06 0.78 
Hudaco Industries Ltd.-392 1,513 0.29 0.01 1,905 0.39 0.01 
Industrial Support Services Total-392 1,513 0.29 0.01 1,905 0.39 0.01 
Grindrod Ltd.-5,085 34,160 0.63 0.02 39,245 0.67 0.02 
Super Group Ltd.23,377 0.40 0.01 23,377 0.44 0.01 
Industrial Transportation Total-5,085 57,537 1.02 0.03 62,622 1.11 0.03 
Sygnia Itrix S&P Glb 1200 ESG ETF791,110 48.47 1.42 791,110 49.42 1.42 
Sygnia Skeleton International Equity FoF - C24,581,292 70.06 2.06 24,581,292 71.02 2.04 
International Total25,372,402 118.53 3.48 25,372,402 120.43 3.46 
Alexander Forbes Group Holdings Ltd.14,986 0.10 0.00 14,986 0.12 0.00 
Coronation Fund Managers Ltd.-4,913 14,548 0.64 0.02 19,461 0.91 0.03 
Hosken Consolidated Investments Ltd.-850 2,452 0.41 0.01 3,302 0.52 0.01 
JSE Ltd.4,697 0.74 0.02 4,697 0.67 0.02 
Ninety One Ltd.-1,682 13,618 0.69 0.02 15,300 0.73 0.02 
Ninety One plc-2,250 9,139 0.47 0.01 11,389 0.55 0.02 
PSG Financial Services Ltd.-6,055 58,894 1.55 0.05 64,949 1.77 0.05 
Quilter plc-4,600 40,056 1.57 0.05 44,656 1.81 0.05 
Reinet Investments SCA-791 7,798 4.26 0.13 8,589 4.98 0.14 
Remgro Ltd.-2,802 29,269 5.49 0.16 32,071 5.82 0.17 
Investment Banking and Brokerage Services Total-23,943 195,457 15.93 0.47 219,400 17.88 0.51 
Discovery Ltd.-3,133 31,603 7.76 0.23 34,736 7.91 0.23 
Momentum Group Ltd.-7,403 71,199 2.56 0.08 78,602 3.01 0.09 
Old Mutual Ltd.-24,076 238,597 3.30 0.10 262,673 3.91 0.11 
Sanlam Ltd.-10,038 103,208 9.04 0.27 113,246 11.15 0.32 
Life Insurance Total-44,650 444,607 22.66 0.67 489,257 25.98 0.75 
Ninety One Money Market - Z10,766,345 10,766,345 10.77 0.32 0.00 0.00 
Sygnia Money Market - C-1,130,866 18,193,882 18.18 0.53 19,324,748 19.33 0.56 
Money Market Total9,635,479 28,960,227 28.94 0.85 19,324,748 19.33 0.56 
OUTsurance Group Ltd.-4,583 50,422 3.50 0.10 55,005 3.94 0.11 
Santam Ltd.-330 2,322 0.91 0.03 2,652 1.13 0.03 
Non-life Insurance Total-4,913 52,744 4.41 0.13 57,657 5.08 0.15 
iShares Core MSCI Japan1,111 1.34 0.04 1,111 1.27 0.04 
iShares Core MSCI World UCITS ETF-30,777 19,157 40.51 1.19 49,934 108.29 3.11 
iShares J.P. Morgan $ EM Corp Bond UCITS ETF-409,848 0.00 0.00 409,848 45.41 1.31 
Offshore Intern Total-440,625 20,268 41.85 1.23 460,893 154.98 4.46 
Exxaro Resources Ltd.-1,226 13,794 3.08 0.09 15,020 2.69 0.08 
Thungela Resources Ltd.-1,166 6,549 1.11 0.03 7,715 0.74 0.02 
Oil, Gas and Coal Total-2,392 20,343 4.18 0.12 22,735 3.43 0.10 
Bid Corporation Ltd.-1,924 19,718 8.05 0.24 21,642 9.13 0.26 
Boxer Retail Ltd.-1,464 9,552 0.72 0.02 11,016 0.79 0.02 
Clicks Group Ltd.-1,181 13,791 3.99 0.12 14,972 5.04 0.14 
Dis-Chem Pharmacies Ltd.-3,857 29,161 1.08 0.03 33,018 1.16 0.03 
Pick n Pay Stores Ltd.-5,546 31,341 0.60 0.02 36,887 0.92 0.03 
Shoprite Holdings Ltd.-2,656 27,729 7.71 0.23 30,385 8.21 0.24 
The SPAR Group Ltd.11,727 0.74 0.02 11,727 1.12 0.03 
Personal Care, Drug and Grocery Stores Total-16,628 143,019 22.89 0.67 159,647 26.36 0.76 
Compagnie Financière Richemont SA-304 2,746 8.06 0.24 3,050 11.06 0.32 
Personal Goods Total-304 2,746 8.06 0.24 3,050 11.06 0.32 
Aspen Pharmacare Holdings Ltd.-3,313 22,778 2.94 0.09 26,091 3.05 0.09 
Pharmaceuticals and Biotechnology Total-3,313 22,778 2.94 0.09 26,091 3.05 0.09 
AngloGold Ashanti plc-2,736 19,829 31.75 0.93 22,565 32.34 0.93 
DRDGOLD Ltd.-3,578 25,097 1.22 0.04 28,675 1.50 0.04 
Gold Fields Ltd.-5,338 51,869 38.75 1.14 57,207 41.52 1.19 
Harmony Gold Mining Company Ltd.-3,262 32,126 8.12 0.24 35,388 11.93 0.34 
Impala Platinum Holdings Ltd.-4,694 45,969 10.83 0.32 50,663 13.27 0.38 
Northam Platinum Holdings Ltd.-2,102 20,759 7.03 0.21 22,861 7.71 0.22 
Pan African Resources plc-18,830 92,806 2.84 0.08 111,636 3.01 0.09 
Sibanye Stillwater Ltd.-16,990 164,936 8.24 0.24 181,926 11.01 0.32 
Valterra Platinum Ltd.-1,165 13,986 19.29 0.57 15,151 21.36 0.61 
Precious Metals and Mining Total-58,695 467,377 128.07 3.76 526,072 143.63 4.13 
Sygnia Listed Property Index - C-232,065 28,495,581 26.13 0.77 28,727,646 27.86 0.80 
Property Unit Trusts Total-232,065 28,495,581 26.13 0.77 28,727,646 27.86 0.80 
Fortress Real Estate Investments Ltd.-6,477 73,905 1.63 0.05 80,382 1.92 0.06 
Lighthouse Properties plc-4,839 68,362 0.51 0.01 73,201 0.62 0.02 
MAS plc-7,218 18,061 0.35 0.01 25,279 0.57 0.02 
NEPI Rockcastle NV-3,538 34,621 4.70 0.14 38,159 5.57 0.16 
Real Estate Investment and Services Total-22,072 194,949 7.19 0.21 217,021 8.68 0.25 
Attacq Ltd.-7,129 39,933 0.65 0.02 47,062 0.77 0.02 
Burstone Group Ltd.42,564 0.38 0.01 42,564 0.39 0.01 
Emira Property Fund Ltd.14,359 0.19 0.01 14,359 0.20 0.01 
Equites Property Fund Ltd.-5,442 47,935 0.79 0.02 53,377 0.98 0.03 
Fairvest Ltd.117,619 0.75 0.02 117,619 0.84 0.02 
Growthpoint Properties Ltd.-21,068 196,364 3.16 0.09 217,432 3.73 0.11 
Hammerson plc1,139 8,476 0.57 0.02 7,337 0.54 0.02 
Hyprop Investments Ltd.-3,741 23,561 1.25 0.04 27,302 1.56 0.04 
Primary Health Properties plc-5,671 3,536 0.07 0.00 9,207 0.20 0.01 
Redefine Properties Ltd.-58,684 401,419 2.36 0.07 460,103 2.76 0.08 
Resilient REIT Ltd.-1,311 16,795 1.32 0.04 18,106 1.45 0.04 
SA Corporate Real Estate Ltd.140,196 0.45 0.01 140,196 0.50 0.01 
Shaftesbury Capital plc8,149 0.24 0.01 8,149 0.26 0.01 
Sirius Real Estate Ltd.-4,646 25,091 0.53 0.02 29,737 0.65 0.02 
Stor-Age Property REIT Ltd.-5,668 22,998 0.38 0.01 28,666 0.51 0.01 
Vukile Property Fund Ltd.-3,610 77,770 1.72 0.05 81,380 2.03 0.06 
Real Estate Investment Trusts Total-115,831 1,186,765 14.81 0.43 1,302,596 17.37 0.50 
Italtile Ltd.30,272 0.26 0.01 30,272 0.27 0.01 
Motus Holdings Ltd.-1,308 8,906 1.02 0.03 10,214 1.25 0.04 
Mr Price Group Ltd.-2,073 14,824 2.25 0.07 16,897 2.96 0.09 
Pepkor Holdings Ltd.-19,823 217,057 4.87 0.14 236,880 6.27 0.18 
The Foschini Group Ltd.-2,716 18,668 1.32 0.04 21,384 1.80 0.05 
Truworths International Ltd.-3,201 21,543 1.12 0.03 24,744 1.41 0.04 
We Buy Cars Holdings Ltd.5,826 21,147 0.83 0.02 15,321 0.73 0.02 
Woolworths Holdings Ltd.-7,454 52,973 2.69 0.08 60,427 3.38 0.10 
Retailers Total-30,749 385,390 14.35 0.42 416,139 18.06 0.52 
Altron Ltd.15,963 0.32 0.01 15,963 0.32 0.01 
Bytes Technology Group plc1,330 8,036 0.50 0.01 6,706 0.55 0.02 
Datatec Ltd.11,917 0.82 0.02 11,917 0.94 0.03 
Karooooo Ltd.339 0.27 0.01 339 0.27 0.01 
Naspers Ltd.-786 44,338 38.02 1.12 45,124 49.84 1.43 
Prosus NV-1,050 12,900 9.86 0.29 13,950 14.28 0.41 
Software and Computer Services Total-506 93,493 49.79 1.46 93,999 66.19 1.90 
Blu Label Unlimited Group Ltd.33,175 0.28 0.01 33,175 0.35 0.01 
MTN Group Ltd.-10,445 103,389 19.95 0.59 113,834 19.29 0.55 
Telkom SA SOC Ltd.-2,071 17,333 1.01 0.03 19,404 1.15 0.03 
Vodacom Group Ltd.-3,409 34,870 5.02 0.15 38,279 5.41 0.16 
Telecommunications Service Providers Total-15,925 188,767 26.26 0.77 204,692 26.20 0.75 
British American Tobacco plc-1,790 8,702 8.68 0.25 10,492 9.88 0.28 
Tobacco Total-1,790 8,702 8.68 0.25 10,492 9.88 0.28 
Famous Brands Ltd.6,180 0.31 0.01 6,180 0.33 0.01 
Southern Sun Ltd.46,749 0.48 0.01 46,749 0.48 0.01 
Sun International Ltd.-2,652 9,729 0.47 0.01 12,381 0.48 0.01 
Tsogo Sun Ltd.33,212 0.23 0.01 33,212 0.23 0.01 
Travel and Leisure Total-2,652 95,870 1.48 0.04 98,522 1.52 0.04 
Portfolio Total229,356,320 1,355,165,716 3,407.19 100.00 1,125,809,396 3,477.77 100.00