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
2.8465    -0.0042    (-0.147%)
NAV price (ZAR) Fri 24 Apr 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Montauk Renewables Inc.3,021 0.09 0.00 3,021 0.11 0.00 
Alternative Energy Total3,021 0.09 0.00 3,021 0.11 0.00 
Absa Group Ltd.-2,077 53,531 12.81 0.37 55,608 10.06 0.30 
Capitec Bank Holdings Ltd.-204 5,581 23.19 0.67 5,785 20.07 0.60 
FirstRand Ltd.-12,313 330,097 29.96 0.86 342,410 26.65 0.80 
Investec Ltd.16,534 2.02 0.06 16,534 2.12 0.06 
Investec plc-2,245 21,906 2.68 0.08 24,151 3.10 0.09 
Nedbank Group Ltd.-1,320 29,234 7.78 0.22 30,554 6.54 0.20 
Standard Bank Group Ltd.-3,172 85,083 24.71 0.71 88,255 20.85 0.62 
Banks Total-21,331 541,966 103.15 2.97 563,297 89.39 2.68 
Anheuser-Busch InBev SA/NV185 6,071 6.50 0.19 5,886 6.08 0.18 
Beverages Total185 6,071 6.50 0.19 5,886 6.08 0.18 
SA Bond ABS71,170,000 1.22 0.04 1,170,000 1.19 0.04 
SA Bond AIR05900,000 0.95 0.03 900,000 0.95 0.03 
SA Bond AIRL01150,000 0.36 0.01 150,000 0.36 0.01 
SA Bond BNDS1.99 0.06 2.01 0.06 
SA Bond ELN021-40,823,751 0.00 0.00 40,823,751 53.98 1.62 
SA Bond FRB421,100,000 1.10 0.03 1,100,000 1.10 0.03 
SA Bond FRS38440,823,751 48.28 1.39 40,823,751 48.99 1.47 
SA Bond FRX26210,000 0.22 0.01 210,000 0.22 0.01 
SA Bond FRX31840,000 0.93 0.03 840,000 0.91 0.03 
SA Bond GRL35190,000 0.25 0.01 190,000 0.25 0.01 
SA Bond I2029-120,000 1,420,000 2.04 0.06 1,540,000 2.16 0.06 
SA Bond I2031280,000 470,000 0.54 0.02 190,000 0.21 0.01 
SA Bond I2033-990,000 3,254,000 4.61 0.13 4,244,000 5.69 0.17 
SA Bond I2046-100,000 100,000 0.14 0.00 200,000 0.25 0.01 
SA Bond NBK20A1,000,000 1.02 0.03 1,000,000 1.05 0.03 
SA Bond NBK21A1,000,000 1.10 0.03 1,000,000 1.07 0.03 
SA Bond NHM029100,000 0.10 0.00 100,000 0.10 0.00 
SA Bond R20322,070,000 10,969,000 11.49 0.33 8,899,000 8.79 0.26 
SA Bond R2033530,000 570,000 0.65 0.02 40,000 0.04 0.00 
SA Bond R2035-6,170,000 9,660,000 10.37 0.30 15,830,000 15.68 0.47 
SA Bond R2037350,000 18,750,000 19.32 0.56 18,400,000 17.23 0.52 
SA Bond R20383,660,000 4.35 0.13 3,660,000 3.97 0.12 
SA Bond R2040500,000 12,844,000 13.38 0.38 12,344,000 11.50 0.34 
SA Bond R20441,070,000 22,526,077 22.51 0.65 21,456,077 19.02 0.57 
SA Bond R2048-1,960,000 4,680,000 4.65 0.13 6,640,000 5.80 0.17 
SA Bond R2053100,000 970,000 1.26 0.04 870,000 0.99 0.03 
SA Bond R209-200,000 13,730,000 11.96 0.34 13,930,000 11.07 0.33 
SA Bond R210-100,000 40,000 0.10 0.00 140,000 0.35 0.01 
SA Bond R213-270,000 1,200,000 1.20 0.03 1,470,000 1.40 0.04 
SA Bond R214-1,480,000 10,630,000 8.69 0.25 12,110,000 8.85 0.26 
SA Bond SBC1852,500,000 2.74 0.08 2,500,000 2.43 0.07 
SA Bond SBS20210,000 0.22 0.01 210,000 0.22 0.01 
SA Bond SSN0211,000,000 1.02 0.03 1,000,000 0.98 0.03 
SA Bond SSN210520,000 0.73 0.02 520,000 0.72 0.02 
SA Bond TNFG32400,000 0.42 0.01 400,000 0.41 0.01 
SA Bond TNG312,300,000 2.75 0.08 2,300,000 2.56 0.08 
Unit Trusts - Bond59.85 1.72 58.48 1.75 
Bond Total-47,313,751 169,886,828 242.51 6.97 217,200,579 290.97 8.71 
Investec Gilt - Z-4,053,442 58,601,834 137.32 3.95 62,655,276 136.98 4.10 
Sygnia All Bond Index - C-3,592,498 179,204,183 182.32 5.24 182,796,681 178.67 5.35 
Bond Fund Total-7,645,940 237,806,017 319.64 9.19 245,451,957 315.64 9.45 
iShares $ Short Duration Corp Bond UCITS284,026 29.68 0.85 284,026 30.62 0.92 
iShares Core Global Aggregate Bond UCITS ETF32,118 597,426 44.27 1.27 565,308 43.59 1.30 
iShares J.P. Morgan EM Local Government Bond UCITS ETF180,690 351,898 32.78 0.94 171,208 16.11 0.48 
iShares US Treasury Bond ETF-109,539 0.00 0.00 109,539 43.77 1.31 
Bonds Total103,269 1,233,350 106.73 3.07 1,130,081 134.09 4.01 
Cash on call22.27 0.64 18.47 0.55 
Margin Account2.42 0.07 6.93 0.21 
Cash on call Total24.68 0.71 25.40 0.76 
AECI Ltd.7,239 0.65 0.02 7,239 0.70 0.02 
Omnia Holdings Ltd.10,503 0.83 0.02 10,503 0.75 0.02 
Sasol Ltd.-1,466 37,938 4.03 0.12 39,404 4.23 0.13 
Chemicals Total-1,466 55,680 5.50 0.16 57,146 5.68 0.17 
PPC Ltd.86,897 0.49 0.01 86,897 0.47 0.01 
Raubex Group Ltd.12,799 0.57 0.02 12,799 0.55 0.02 
Wilson Bayly Holmes - Ovcon Ltd.-972 2,823 0.47 0.01 3,795 0.57 0.02 
Construction and Materials Total-972 102,519 1.53 0.04 103,491 1.58 0.05 
Advtech Ltd.33,535 1.25 0.04 33,535 1.06 0.03 
Curro Holdings Ltd.32,128 0.46 0.01 32,128 0.39 0.01 
Consumer Services Total65,663 1.71 0.05 65,663 1.44 0.04 
Bond Derivative0.05 0.00 0.00 0.00 
Derivatives Total0.05 0.00 0.00 0.00 
Reunert Ltd.10,186 0.63 0.02 10,186 0.55 0.02 
Electronic and Electrical Equipment Total10,186 0.63 0.02 10,186 0.55 0.02 
iShares Core EURO STOXX 502,241 9.62 0.28 2,241 9.53 0.29 
iShares Core MSCI Emerging Markets IMI UCITS ETF29,285 214,977 160.43 4.61 185,692 138.77 4.15 
iShares Core S&P 500 ETF504 8,201 100.13 2.88 7,697 94.64 2.83 
iShares MSCI World ex-USA UCITS ETF371,279 39.53 1.14 371,279 38.94 1.17 
Equities Total29,789 596,698 309.71 8.91 566,909 281.88 8.44 
Sygnia Itrix MSCI World Index ETF2,575,861 190.44 5.48 2,575,861 191.44 5.73 
Sygnia Itrix S&P 500 ETF340,208 39.13 1.13 340,208 39.50 1.18 
Exchange Traded Funds Total2,916,069 229.57 6.60 2,916,069 230.94 6.91 
Astral Foods Ltd.2,704 0.72 0.02 2,704 0.56 0.02 
AVI Ltd.-1,700 20,545 2.17 0.06 22,245 2.19 0.07 
Oceana Group Ltd.6,156 0.34 0.01 6,156 0.31 0.01 
Premier Group Ltd.2,905 0.49 0.01 2,905 0.44 0.01 
Tiger Brands Ltd.-466 9,687 3.55 0.10 10,153 3.12 0.09 
Food Producers Total-2,166 41,997 7.27 0.21 44,163 6.63 0.20 
European - Currency0.01 0.00 0.18 0.01 
Japan - Currency0.00 0.00 0.00 0.00 
United Kingdom - Currency0.27 0.01 0.02 0.00 
USA - Currency64.55 1.86 58.63 1.76 
For Currency Total64.83 1.86 58.83 1.76 
Foreign - Equities73.67 2.12 76.85 2.30 
Foreign - Unit Trust - Bonds44.62 1.28 0.00 0.00 
Foreign Invest Total118.29 3.40 76.85 2.30 
36ONE BCI SA Equity - K-5,926,114 76,159,352 257.22 7.40 82,085,466 248.59 7.44 
Coronation SA Equity - Z-1,316,830 118,197,732 258.00 7.42 119,514,562 248.15 7.43 
Equity48.53 1.40 0.00 0.00 
Nedgroup Investments SA Equity - B6-5,339,427 68,706,928 170.50 4.90 74,046,355 167.95 5.03 
Visio BCI SA Equity - B2-8,150,786 97,857,116 170.91 4.91 106,007,902 166.45 4.98 
General Equity Total-20,733,157 360,921,128 905.16 26.03 381,654,285 831.14 24.88 
Barloworld Ltd.-9,438 0.00 0.00 9,438 1.11 0.03 
KAP Ltd.177,195 0.34 0.01 177,195 0.30 0.01 
Mondi plc-860 11,830 2.41 0.07 12,690 3.00 0.09 
The Bidvest Group Ltd.-1,177 21,614 5.13 0.15 22,791 4.81 0.14 
General Industrials Total-11,475 210,639 7.88 0.23 222,114 9.22 0.28 
Life Healthcare Group Holdings Ltd.92,389 1.05 0.03 92,389 1.07 0.03 
Netcare Ltd.90,864 1.44 0.04 90,864 1.30 0.04 
Health Care Providers Total183,253 2.49 0.07 183,253 2.37 0.07 
Investec Stefi Plus - Z234,433,650 234,433,650 243.81 7.01 0.00 0.00 
Nedgroup Inv Core Income - C2-27,857,402 0.00 0.00 27,857,402 28.06 0.84 
Sygnia Enhanced Income - A4,364,602 38,831,739 39.53 1.14 34,467,137 34.95 1.05 
Income Total210,940,850 273,265,389 283.34 8.15 62,324,539 63.01 1.89 
Sappi Ltd.40,156 0.99 0.03 40,156 0.93 0.03 
Industrial Materials Total40,156 0.99 0.03 40,156 0.93 0.03 
African Rainbow Minerals Ltd.-1,167 6,081 1.21 0.03 7,248 1.34 0.04 
Afrimat Ltd.8,522 0.35 0.01 8,522 0.33 0.01 
Anglo American plc-2,407 19,111 13.09 0.38 21,518 13.87 0.42 
BHP Group Ltd.-992 9,328 4.73 0.14 10,320 4.93 0.15 
Glencore plc6,268 63,909 5.83 0.17 57,641 4.61 0.14 
Kumba Iron Ore Ltd.3,622 1.27 0.04 3,622 1.18 0.04 
South32 Ltd.-4,201 14,607 0.57 0.02 18,808 0.59 0.02 
Industrial Metals and Mining Total-2,499 125,180 27.06 0.78 127,679 26.85 0.80 
Hudaco Industries Ltd.1,905 0.39 0.01 1,905 0.33 0.01 
Industrial Support Services Total1,905 0.39 0.01 1,905 0.33 0.01 
Grindrod Ltd.39,245 0.67 0.02 39,245 0.59 0.02 
Super Group Ltd.23,377 0.44 0.01 23,377 0.30 0.01 
Industrial Transportation Total62,622 1.11 0.03 62,622 0.89 0.03 
Sygnia Itrix S&P Glb 1200 ESG ETF791,110 49.42 1.42 791,110 48.65 1.46 
Sygnia Skeleton International Equity FoF - C2,100,393 24,581,292 71.02 2.04 22,480,899 65.44 1.96 
International Total2,100,393 25,372,402 120.43 3.46 23,272,009 114.08 3.42 
Alexander Forbes Group Holdings Ltd.14,986 0.12 0.00 14,986 0.11 0.00 
Coronation Fund Managers Ltd.19,461 0.91 0.03 19,461 0.86 0.03 
Hosken Consolidated Investments Ltd.3,302 0.52 0.01 3,302 0.41 0.01 
JSE Ltd.-1,019 4,697 0.67 0.02 5,716 0.73 0.02 
Ninety One Ltd.15,300 0.73 0.02 15,300 0.70 0.02 
Ninety One plc11,389 0.55 0.02 11,389 0.53 0.02 
PSG Financial Services Ltd.64,949 1.77 0.05 64,949 1.47 0.04 
Quilter plc-4,775 44,656 1.81 0.05 49,431 1.90 0.06 
Reinet Investments SCA-336 8,589 4.98 0.14 8,925 4.51 0.14 
Remgro Ltd.-1,379 32,071 5.82 0.17 33,450 5.64 0.17 
Investment Banking and Brokerage Services Total-7,509 219,400 17.88 0.51 226,909 16.87 0.51 
Discovery Ltd.-1,347 34,736 7.91 0.23 36,083 7.14 0.21 
Momentum Group Ltd.-4,487 78,602 3.01 0.09 83,089 2.73 0.08 
Old Mutual Ltd.-13,180 262,673 3.91 0.11 275,853 3.66 0.11 
Sanlam Ltd.-4,489 113,246 11.15 0.32 117,735 9.79 0.29 
Life Insurance Total-23,503 489,257 25.98 0.75 512,760 23.32 0.70 
eMedia Holdings Ltd.-14,037 0.00 0.00 14,037 0.02 0.00 
Media Total-14,037 0.00 0.00 14,037 0.02 0.00 
Ninety One Money Market - Z-244,421,196 0.00 0.00 244,421,196 244.42 7.32 
Sygnia Money Market - C19,322,916 19,324,748 19.33 0.56 1,832 0.00 0.00 
Money Market Total-225,098,280 19,324,748 19.33 0.56 244,423,028 244.42 7.32 
OUTsurance Group Ltd.-2,467 55,005 3.94 0.11 57,472 4.10 0.12 
Santam Ltd.2,652 1.13 0.03 2,652 1.00 0.03 
Non-life Insurance Total-2,467 57,657 5.08 0.15 60,124 5.10 0.15 
iShares Core MSCI Japan1,111 1.27 0.04 1,111 1.27 0.04 
iShares Core MSCI World UCITS ETF11,908 49,934 108.29 3.11 38,026 82.77 2.48 
iShares J.P. Morgan $ EM Corp Bond UCITS ETF27,050 409,848 45.41 1.31 382,798 43.80 1.31 
Offshore Intern Total38,958 460,893 154.98 4.46 421,935 127.84 3.83 
Exxaro Resources Ltd.-1,145 15,020 2.69 0.08 16,165 2.89 0.09 
Thungela Resources Ltd.7,715 0.74 0.02 7,715 0.67 0.02 
Oil, Gas and Coal Total-1,145 22,735 3.43 0.10 23,880 3.56 0.11 
Bid Corporation Ltd.-914 21,642 9.13 0.26 22,556 9.74 0.29 
Boxer Retail Ltd.11,016 0.79 0.02 11,016 0.75 0.02 
Clicks Group Ltd.-964 14,972 5.04 0.14 15,936 5.64 0.17 
Dis-Chem Pharmacies Ltd.33,018 1.16 0.03 33,018 1.08 0.03 
Pick n Pay Stores Ltd.36,887 0.92 0.03 36,887 0.92 0.03 
Shoprite Holdings Ltd.-1,345 30,385 8.21 0.24 31,730 8.70 0.26 
The SPAR Group Ltd.-1,666 11,727 1.12 0.03 13,393 1.30 0.04 
Personal Care, Drug and Grocery Stores Total-4,889 159,647 26.36 0.76 164,536 28.14 0.84 
Compagnie Financière Richemont SA-106 3,050 11.06 0.32 3,156 10.32 0.31 
Personal Goods Total-106 3,050 11.06 0.32 3,156 10.32 0.31 
Adcock Ingram Holdings Ltd.-3,613 0.00 0.00 3,613 0.26 0.01 
Aspen Pharmacare Holdings Ltd.26,091 3.05 0.09 26,091 2.50 0.08 
Pharmaceuticals and Biotechnology Total-3,613 26,091 3.05 0.09 29,704 2.76 0.08 
AngloGold Ashanti plc-1,246 22,565 32.34 0.93 23,811 28.31 0.85 
DRDGOLD Ltd.28,675 1.50 0.04 28,675 1.35 0.04 
Gold Fields Ltd.-2,114 57,207 41.52 1.19 59,321 42.53 1.27 
Harmony Gold Mining Company Ltd.-1,342 35,388 11.93 0.34 36,730 11.28 0.34 
Impala Platinum Holdings Ltd.-1,906 50,663 13.27 0.38 52,569 11.43 0.34 
Northam Platinum Holdings Ltd.-866 22,861 7.71 0.22 23,727 6.61 0.20 
Pan African Resources plc111,636 3.01 0.09 111,636 2.25 0.07 
Sibanye Stillwater Ltd.-6,710 181,926 11.01 0.32 188,636 9.23 0.28 
Valterra Platinum Ltd.465 15,151 21.36 0.61 14,686 17.72 0.53 
Precious Metals and Mining Total-13,719 526,072 143.63 4.13 539,791 130.71 3.91 
Sygnia Listed Property Index - C-27,612 28,727,646 27.86 0.80 28,755,258 24.61 0.74 
Property Unit Trusts Total-27,612 28,727,646 27.86 0.80 28,755,258 24.61 0.74 
Fortress Real Estate Investments Ltd.80,382 1.92 0.06 80,382 1.84 0.05 
Lighthouse Properties plc73,201 0.62 0.02 73,201 0.58 0.02 
MAS plc25,279 0.57 0.02 25,279 0.54 0.02 
NEPI Rockcastle NV-1,603 38,159 5.57 0.16 39,762 5.49 0.16 
Real Estate Investment and Services Total-1,603 217,021 8.68 0.25 218,624 8.43 0.25 
Attacq Ltd.47,062 0.77 0.02 47,062 0.65 0.02 
Burstone Group Ltd.42,564 0.39 0.01 42,564 0.34 0.01 
Emira Property Fund Ltd.14,359 0.20 0.01 14,359 0.17 0.01 
Equites Property Fund Ltd.53,377 0.98 0.03 53,377 0.85 0.03 
Fairvest Ltd.117,619 0.84 0.02 117,619 0.65 0.02 
Growthpoint Properties Ltd.-8,292 217,432 3.73 0.11 225,724 3.33 0.10 
Hammerson plc7,337 0.54 0.02 7,337 0.49 0.01 
Hyprop Investments Ltd.27,302 1.56 0.04 27,302 1.27 0.04 
Primary Health Properties plc9,207 0.20 0.01 9,207 0.20 0.01 
Redefine Properties Ltd.460,103 2.76 0.08 460,103 2.28 0.07 
Resilient REIT Ltd.-2,006 18,106 1.45 0.04 20,112 1.28 0.04 
SA Corporate Real Estate Ltd.140,196 0.50 0.01 140,196 0.43 0.01 
Shaftesbury Capital plc8,149 0.26 0.01 8,149 0.27 0.01 
Sirius Real Estate Ltd.29,737 0.65 0.02 29,737 0.67 0.02 
Stor-Age Property REIT Ltd.28,666 0.51 0.01 28,666 0.44 0.01 
Vukile Property Fund Ltd.81,380 2.03 0.06 81,380 1.70 0.05 
Real Estate Investment Trusts Total-10,298 1,302,596 17.37 0.50 1,312,894 15.03 0.45 
Italtile Ltd.30,272 0.27 0.01 30,272 0.29 0.01 
Motus Holdings Ltd.10,214 1.25 0.04 10,214 1.06 0.03 
Mr Price Group Ltd.16,897 2.96 0.09 16,897 3.45 0.10 
Pepkor Holdings Ltd.-11,049 236,880 6.27 0.18 247,929 6.07 0.18 
The Foschini Group Ltd.21,384 1.80 0.05 21,384 2.32 0.07 
Truworths International Ltd.24,744 1.41 0.04 24,744 1.35 0.04 
We Buy Cars Holdings Ltd.15,321 0.73 0.02 15,321 0.85 0.03 
Woolworths Holdings Ltd.60,427 3.38 0.10 60,427 3.03 0.09 
Retailers Total-11,049 416,139 18.06 0.52 427,188 18.42 0.55 
Altron Ltd.15,963 0.32 0.01 15,963 0.29 0.01 
Bytes Technology Group plc2,855 6,706 0.55 0.02 3,851 0.35 0.01 
Datatec Ltd.-2,291 11,917 0.94 0.03 14,208 0.85 0.03 
Karooooo Ltd.339 0.27 0.01 339 0.33 0.01 
Naspers Ltd.37,299 45,124 49.84 1.43 7,825 49.32 1.48 
Prosus NV618 13,950 14.28 0.41 13,332 16.33 0.49 
Software and Computer Services Total38,481 93,999 66.19 1.90 55,518 67.47 2.02 
Blu Label Unlimited Group Ltd.33,175 0.35 0.01 33,175 0.39 0.01 
MTN Group Ltd.-4,339 113,834 19.29 0.55 118,173 16.58 0.50 
MultiChoice Group Ltd.-14,979 0.00 0.00 14,979 1.87 0.06 
Telkom SA SOC Ltd.19,404 1.15 0.03 19,404 0.99 0.03 
Vodacom Group Ltd.-1,666 38,279 5.41 0.16 39,945 5.30 0.16 
Telecommunications Service Providers Total-20,984 204,692 26.20 0.75 225,676 25.14 0.75 
British American Tobacco plc-2,456 10,492 9.88 0.28 12,948 11.80 0.35 
Tobacco Total-2,456 10,492 9.88 0.28 12,948 11.80 0.35 
Famous Brands Ltd.6,180 0.33 0.01 6,180 0.33 0.01 
Southern Sun Ltd.46,749 0.48 0.01 46,749 0.40 0.01 
Sun International Ltd.12,381 0.48 0.01 12,381 0.50 0.01 
Tsogo Sun Ltd.33,212 0.23 0.01 33,212 0.22 0.01 
Travel and Leisure Total98,522 1.52 0.04 98,522 1.45 0.04 
Portfolio Total-87,724,102 1,125,809,396 3,477.77 100.00 1,213,533,498 3,340.34 100.00