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Sygnia CPI + 2% Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
1.8440    -0.0006    (-0.033%)
NAV price (ZAR) Mon 22 Jun 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Montauk Renewables Inc.-758 0.00 0.00 758 0.02 0.00 
Alternative Energy Total-758 0.00 0.00 758 0.02 0.00 
Absa Group Ltd.-524 13,375 3.20 0.13 13,899 3.33 0.13 
Capitec Bank Holdings Ltd.-15 1,431 5.84 0.23 1,446 6.01 0.23 
FirstRand Ltd.-2,495 83,101 7.11 0.28 85,596 7.77 0.30 
Investec Ltd.4,060 0.52 0.02 4,060 0.50 0.02 
Investec plc5,710 0.74 0.03 5,710 0.70 0.03 
Nedbank Group Ltd.-478 7,125 1.90 0.08 7,603 2.02 0.08 
Standard Bank Group Ltd.-667 21,400 6.45 0.26 22,067 6.41 0.25 
Banks Total-4,179 136,202 25.75 1.02 140,381 26.73 1.04 
Anheuser-Busch InBev SA/NV1,561 1.84 0.07 1,561 1.67 0.07 
Beverages Total1,561 1.84 0.07 1,561 1.67 0.07 
SA Bond ABN63460,000 1.30 0.05 460,000 1.30 0.05 
SA Bond ABS73,490,000 3.53 0.14 3,490,000 3.63 0.14 
SA Bond AIR051,900,000 1.98 0.08 1,900,000 2.00 0.08 
SA Bond AIRL01760,000 1.89 0.07 760,000 1.83 0.07 
SA Bond BNDS4.65 0.18 4.81 0.19 
SA Bond COT02200,000 0.17 0.01 200,000 0.16 0.01 
SA Bond FRB421,800,000 1.85 0.07 1,800,000 1.80 0.07 
SA Bond FRBI29-7,000,000 37,000,000 52.39 2.07 44,000,000 61.66 2.40 
SA Bond FRC53911,494,800 13.99 0.55 11,494,800 14.85 0.58 
SA Bond FRS38432,260,544 37.26 1.47 32,260,544 38.15 1.49 
SA Bond FRX26700,000 0.74 0.03 700,000 0.73 0.03 
SA Bond FRX30990,000 1.05 0.04 990,000 1.12 0.04 
SA Bond FRX31900,000 0.94 0.04 900,000 1.00 0.04 
SA Bond GRL35320,000 0.43 0.02 320,000 0.42 0.02 
SA Bond I2029-460,000 0.00 0.00 460,000 0.66 0.03 
SA Bond I2031100,000 710,000 0.80 0.03 610,000 0.70 0.03 
SA Bond I20334,370,000 6,834,000 9.50 0.38 2,464,000 3.49 0.14 
SA Bond I2038-54,500,000 110,000 0.16 0.01 54,610,000 86.39 3.37 
SA Bond I2043210,000 210,000 0.25 0.01 0.00 0.00 
SA Bond I2046-6,420,000 67,260,000 88.74 3.51 73,680,000 103.29 4.03 
SA Bond I20501,700,000 28,700,000 38.76 1.53 27,000,000 38.23 1.49 
SA Bond NBK20A1,900,000 1.97 0.08 1,900,000 1.94 0.08 
SA Bond NHM029200,000 0.21 0.01 200,000 0.20 0.01 
SA Bond NI291,800,000 2.57 0.10 1,800,000 2.55 0.10 
SA Bond NI3345,000,000 59.34 2.35 45,000,000 60.34 2.35 
SA Bond NN3449,300,000 13.14 0.52 9,300,000 13.85 0.54 
SA Bond R2032-2,780,000 11,026,000 10.77 0.43 13,806,000 14.43 0.56 
SA Bond R2033600,000 0.64 0.03 600,000 0.68 0.03 
SA Bond R2035-920,000 250,000 0.25 0.01 1,170,000 1.25 0.05 
SA Bond R20377,690,000 28,260,000 26.81 1.06 20,570,000 21.15 0.82 
SA Bond R20384,534,000 4.96 0.20 4,534,000 5.38 0.21 
SA Bond R20402,550,000 20,399,000 19.50 0.77 17,849,000 18.54 0.72 
SA Bond R2044-1,060,000 31,092,037 28.72 1.14 32,152,037 32.07 1.25 
SA Bond R20483,330,000 12,870,000 11.77 0.47 9,540,000 9.46 0.37 
SA Bond R20531,360,000 1.61 0.06 1,360,000 1.76 0.07 
SA Bond R209940,000 10,990,000 8.83 0.35 10,050,000 8.74 0.34 
SA Bond R210120,000 0.31 0.01 120,000 0.31 0.01 
SA Bond R213-900,000 4,140,000 3.91 0.15 5,040,000 5.04 0.20 
SA Bond R21411,010,000 8.30 0.33 11,010,000 8.98 0.35 
SA Bond SBC1853,400,000 3.73 0.15 3,400,000 3.67 0.14 
SA Bond SBS20680,000 0.71 0.03 680,000 0.70 0.03 
SA Bond SSN064-7,000,000 37,000,000 52.44 2.07 44,000,000 61.72 2.41 
SA Bond SSN210790,000 1.13 0.04 790,000 1.12 0.04 
SA Bond TN3090,000 0.10 0.00 90,000 0.10 0.00 
SA Bond TNFG32500,000 0.54 0.02 500,000 0.52 0.02 
SA Bond TNG313,200,000 3.57 0.14 3,200,000 3.82 0.15 
Unit Trusts - Bond103.18 4.08 100.71 3.93 
Bond Total-60,150,000 436,610,381 629.37 24.88 496,760,381 745.26 29.06 
Investec Gilt - Z13,326,366 78,876,379 174.24 6.89 65,550,013 153.60 5.99 
Sygnia All Bond Index - C75,842,444 268,598,560 264.09 10.44 192,756,116 196.11 7.65 
Bond Fund Total89,168,810 347,474,939 438.32 17.33 258,306,129 349.71 13.64 
iShares $ Short Duration Corp Bond UCITS-101,868 0.00 0.00 101,868 10.64 0.42 
iShares Core Global Aggregate Bond UCITS ETF502,204 935,978 69.28 2.74 433,774 32.14 1.25 
Bonds Total400,336 935,978 69.28 2.74 535,642 42.79 1.67 
Cash on call41.85 1.65 27.68 1.08 
Margin Account1.39 0.06 0.98 0.04 
Cash on call Total43.24 1.71 28.66 1.12 
AECI Ltd.1,886 0.22 0.01 1,886 0.17 0.01 
Omnia Holdings Ltd.2,796 0.27 0.01 2,796 0.22 0.01 
Sasol Ltd.-272 9,557 2.15 0.08 9,829 1.04 0.04 
Chemicals Total-272 14,239 2.63 0.10 14,511 1.43 0.06 
PPC Ltd.22,594 0.13 0.01 22,594 0.13 0.00 
Raubex Group Ltd.2,538 0.12 0.00 2,538 0.11 0.00 
Wilson Bayly Holmes - Ovcon Ltd.991 0.15 0.01 991 0.17 0.01 
Construction and Materials Total26,123 0.41 0.02 26,123 0.40 0.02 
Advtech Ltd.8,479 0.35 0.01 8,479 0.32 0.01 
Curro Holdings Ltd.-8,120 0.00 0.00 8,120 0.12 0.00 
Consumer Services Total-8,120 8,479 0.35 0.01 16,599 0.43 0.02 
Bond Derivative0.00 0.00 0.08 0.00 
Derivatives Total0.00 0.00 0.08 0.00 
Reunert Ltd.209 2,319 0.15 0.01 2,110 0.13 0.01 
Electronic and Electrical Equipment Total209 2,319 0.15 0.01 2,110 0.13 0.01 
Foreign - Equity Derivatives0.00 0.00 2.82 0.11 
iShares Core MSCI Emerging Markets IMI UCITS ETF57 57 0.04 0.00 0.00 0.00 
iShares Core S&P 500 ETF0.01 0.00 0.01 0.00 
Equities Total57 58 0.06 0.00 2.83 0.11 
Sygnia Itrix MSCI World Index ETF-89,622 71,990 5.22 0.21 161,612 11.95 0.47 
Exchange Traded Funds Total-89,622 71,990 5.22 0.21 161,612 11.95 0.47 
Optasia Ltd.5,182 5,182 0.10 0.00 0.00 0.00 
Finance and Credit Services Total5,182 5,182 0.10 0.00 0.00 0.00 
Astral Foods Ltd.593 0.15 0.01 593 0.16 0.01 
AVI Ltd.5,365 0.56 0.02 5,365 0.57 0.02 
Oceana Group Ltd.1,646 0.08 0.00 1,646 0.09 0.00 
Premier Group Ltd.765 0.13 0.01 765 0.13 0.01 
Tiger Brands Ltd.2,514 0.76 0.03 2,514 0.92 0.04 
Food Producers Total10,883 1.68 0.07 10,883 1.86 0.07 
European - Currency0.04 0.00 0.04 0.00 
Japan - Currency0.00 0.00 0.00 0.00 
USA - Currency33.85 1.34 27.64 1.08 
For Currency Total33.89 1.34 27.68 1.08 
Foreign - Equities24.20 0.96 23.77 0.93 
Foreign - Unit Trust - Bonds0.00 0.00 33.13 1.29 
Foreign Invest Total24.20 0.96 56.91 2.22 
36ONE FR SA Equity - K-99,540 9,221,966 30.88 1.22 9,321,506 31.48 1.23 
Coronation SA Equity - Z148,478 14,507,115 30.26 1.20 14,358,637 31.34 1.22 
Equity37.32 1.48 38.35 1.50 
Nedgroup Investments SA Equity - B652,107 8,484,925 19.56 0.77 8,432,818 20.93 0.82 
Visio FR SA Equity - B2-274,184 11,749,346 19.61 0.78 12,023,530 21.00 0.82 
General Equity Total-173,139 43,963,352 137.63 5.44 44,136,491 143.10 5.58 
KAP Ltd.48,517 0.10 0.00 48,517 0.09 0.00 
Mondi plc3,050 0.59 0.02 3,050 0.62 0.02 
The Bidvest Group Ltd.5,624 1.28 0.05 5,624 1.34 0.05 
General Industrials Total57,191 1.96 0.08 57,191 2.05 0.08 
Life Healthcare Group Holdings Ltd.24,497 0.28 0.01 24,497 0.28 0.01 
Netcare Ltd.24,177 0.40 0.02 24,177 0.38 0.01 
Health Care Providers Total48,674 0.68 0.03 48,674 0.66 0.03 
Investec Stefi Plus - Z54,434,706 240,428,371 249.95 9.88 185,993,665 193.43 7.54 
Matrix SCI Enhanced Income - B1183,503 11,546,785 126.24 4.99 11,363,282 126.34 4.93 
Sygnia Enhanced All Bond Fund - C-472,456 32,901 0.03 0.00 505,357 0.54 0.02 
Sygnia Enhanced Income - A39,434,538 485,804,781 491.39 19.43 446,370,243 454.38 17.72 
Income Total93,580,291 737,812,838 867.62 34.30 644,232,547 774.69 30.21 
Sappi Ltd.10,677 0.18 0.01 10,677 0.26 0.01 
Industrial Materials Total10,677 0.18 0.01 10,677 0.26 0.01 
African Rainbow Minerals Ltd.1,588 0.36 0.01 1,588 0.32 0.01 
Afrimat Ltd.2,341 0.09 0.00 2,341 0.10 0.00 
Anglo American plc-132 4,821 3.44 0.14 4,953 3.39 0.13 
BHP Group Ltd.-279 2,130 1.29 0.05 2,409 1.22 0.05 
Glencore plc525 17,089 2.18 0.09 16,564 1.51 0.06 
Kumba Iron Ore Ltd.960 0.31 0.01 960 0.34 0.01 
South32 Ltd.3,817 0.19 0.01 3,817 0.15 0.01 
Industrial Metals and Mining Total114 32,746 7.85 0.31 32,632 7.02 0.27 
Hudaco Industries Ltd.518 0.10 0.00 518 0.11 0.00 
Industrial Support Services Total518 0.10 0.00 518 0.11 0.00 
Grindrod Ltd.10,349 0.19 0.01 10,349 0.18 0.01 
Super Group Ltd.6,504 0.11 0.00 6,504 0.12 0.00 
Industrial Transportation Total16,853 0.30 0.01 16,853 0.30 0.01 
Sygnia Skeleton International Equity FoF - C-19,667,948 36,011,820 102.64 4.06 55,679,768 160.86 6.27 
International Total-19,667,948 36,011,820 102.64 4.06 55,679,768 160.86 6.27 
Alexander Forbes Group Holdings Ltd.3,890 0.03 0.00 3,890 0.03 0.00 
Coronation Fund Managers Ltd.5,334 0.23 0.01 5,334 0.25 0.01 
Hosken Consolidated Investments Ltd.763 0.13 0.01 763 0.12 0.00 
JSE Ltd.1,182 0.19 0.01 1,182 0.17 0.01 
Ninety One Ltd.3,825 0.19 0.01 3,825 0.18 0.01 
Ninety One plc3,007 0.15 0.01 3,007 0.15 0.01 
PSG Financial Services Ltd.618 17,809 0.47 0.02 17,191 0.47 0.02 
Quilter plc11,505 0.45 0.02 11,505 0.47 0.02 
Reinet Investments SCA2,213 1.21 0.05 2,213 1.28 0.05 
Remgro Ltd.-484 7,823 1.47 0.06 8,307 1.51 0.06 
Investment Banking and Brokerage Services Total134 57,351 4.52 0.18 57,217 4.62 0.18 
Discovery Ltd.9,010 2.21 0.09 9,010 2.05 0.08 
Momentum Group Ltd.20,411 0.73 0.03 20,411 0.78 0.03 
Old Mutual Ltd.68,376 0.95 0.04 68,376 1.02 0.04 
Sanlam Ltd.-1,369 28,056 2.46 0.10 29,425 2.90 0.11 
Life Insurance Total-1,369 125,853 6.35 0.25 127,222 6.75 0.26 
Ninety One Money Market - Z8,197,835 8,368,570 8.37 0.33 170,735 0.17 0.01 
Sygnia Money Market - C-7,871,243 6,850,315 6.84 0.27 14,721,558 14.72 0.57 
Money Market Total326,592 15,218,885 15.21 0.60 14,892,293 14.89 0.58 
OUTsurance Group Ltd.14,261 0.99 0.04 14,261 1.02 0.04 
Santam Ltd.744 0.29 0.01 744 0.32 0.01 
Non-life Insurance Total15,005 1.28 0.05 15,005 1.34 0.05 
iShares Core MSCI World UCITS ETF-1,030 304 0.64 0.03 1,334 2.89 0.11 
iShares J.P. Morgan $ EM Corp Bond UCITS ETF-304,889 0.00 0.00 304,889 33.78 1.32 
Offshore Intern Total-305,919 304 0.64 0.03 306,223 36.67 1.43 
Exxaro Resources Ltd.3,893 0.87 0.03 3,893 0.70 0.03 
Thungela Resources Ltd.1,981 0.33 0.01 1,981 0.19 0.01 
Oil, Gas and Coal Total5,874 1.20 0.05 5,874 0.89 0.03 
Bid Corporation Ltd.-285 5,320 2.17 0.09 5,605 2.36 0.09 
Boxer Retail Ltd.2,797 0.21 0.01 2,797 0.20 0.01 
Clicks Group Ltd.3,888 1.12 0.04 3,888 1.31 0.05 
Dis-Chem Pharmacies Ltd.8,734 0.32 0.01 8,734 0.31 0.01 
Pick n Pay Stores Ltd.9,479 0.18 0.01 9,479 0.24 0.01 
Shoprite Holdings Ltd.7,890 2.19 0.09 7,890 2.13 0.08 
The SPAR Group Ltd.3,425 0.22 0.01 3,425 0.33 0.01 
Personal Care, Drug and Grocery Stores Total-285 41,533 6.42 0.25 41,818 6.87 0.27 
Compagnie Financière Richemont SA-28 763 2.24 0.09 791 2.87 0.11 
Personal Goods Total-28 763 2.24 0.09 791 2.87 0.11 
Aspen Pharmacare Holdings Ltd.6,420 0.83 0.03 6,420 0.75 0.03 
Pharmaceuticals and Biotechnology Total6,420 0.83 0.03 6,420 0.75 0.03 
AngloGold Ashanti plc-315 5,533 8.86 0.35 5,848 8.38 0.33 
DRDGOLD Ltd.-822 6,790 0.33 0.01 7,612 0.40 0.02 
Gold Fields Ltd.-351 14,474 10.81 0.43 14,825 10.76 0.42 
Harmony Gold Mining Company Ltd.-260 8,919 2.25 0.09 9,179 3.09 0.12 
Impala Platinum Holdings Ltd.-367 12,766 3.01 0.12 13,133 3.44 0.13 
Northam Platinum Holdings Ltd.5,931 2.01 0.08 5,931 2.00 0.08 
Pan African Resources plc27,520 0.84 0.03 27,520 0.74 0.03 
Sibanye Stillwater Ltd.-1,353 45,790 2.29 0.09 47,143 2.85 0.11 
Valterra Platinum Ltd.-21 3,906 5.39 0.21 3,927 5.54 0.22 
Precious Metals and Mining Total-3,489 131,629 35.79 1.41 135,118 37.20 1.45 
Sygnia Listed Property Index - C1,081,035 27,571,646 25.29 1.00 26,490,611 25.69 1.00 
Property Unit Trusts Total1,081,035 27,571,646 25.29 1.00 26,490,611 25.69 1.00 
Fortress Real Estate Investments Ltd.795 20,691 0.46 0.02 19,896 0.48 0.02 
Lighthouse Properties plc-7,300 12,987 0.10 0.00 20,287 0.17 0.01 
MAS plc6,845 0.13 0.01 6,845 0.15 0.01 
NEPI Rockcastle NV9,824 1.34 0.05 9,824 1.43 0.06 
Real Estate Investment and Services Total-6,505 50,347 2.02 0.08 56,852 2.23 0.09 
Attacq Ltd.-2,796 9,531 0.16 0.01 12,327 0.20 0.01 
Burstone Group Ltd.11,093 0.10 0.00 11,093 0.10 0.00 
Emira Property Fund Ltd.3,139 0.04 0.00 3,139 0.04 0.00 
Equites Property Fund Ltd.14,950 0.25 0.01 14,950 0.27 0.01 
Fairvest Ltd.29,777 0.19 0.01 29,777 0.21 0.01 
Growthpoint Properties Ltd.55,566 0.89 0.04 55,566 0.95 0.04 
Hammerson plc1,998 0.13 0.01 1,998 0.15 0.01 
Hyprop Investments Ltd.-1,079 6,088 0.32 0.01 7,167 0.41 0.02 
Primary Health Properties plc-2,427 0.00 0.00 2,427 0.05 0.00 
Redefine Properties Ltd.112,001 0.66 0.03 112,001 0.67 0.03 
Resilient REIT Ltd.-993 4,209 0.33 0.01 5,202 0.42 0.02 
SA Corporate Real Estate Ltd.37,669 0.12 0.00 37,669 0.14 0.01 
Shaftesbury Capital plc2,632 0.08 0.00 2,632 0.09 0.00 
Sirius Real Estate Ltd.7,948 0.17 0.01 7,948 0.17 0.01 
Stor-Age Property REIT Ltd.6,812 0.11 0.00 6,812 0.12 0.00 
Vukile Property Fund Ltd.21,762 0.48 0.02 21,762 0.54 0.02 
Real Estate Investment Trusts Total-7,295 325,175 4.03 0.16 332,470 4.54 0.18 
Italtile Ltd.7,643 0.07 0.00 7,643 0.07 0.00 
Motus Holdings Ltd.2,733 0.31 0.01 2,733 0.33 0.01 
Mr Price Group Ltd.4,122 0.63 0.02 4,122 0.72 0.03 
Pepkor Holdings Ltd.61,722 1.38 0.05 61,722 1.63 0.06 
The Foschini Group Ltd.5,691 0.40 0.02 5,691 0.48 0.02 
Truworths International Ltd.5,762 0.30 0.01 5,762 0.33 0.01 
We Buy Cars Holdings Ltd.878 4,888 0.19 0.01 4,010 0.19 0.01 
Woolworths Holdings Ltd.14,899 0.76 0.03 14,899 0.83 0.03 
Retailers Total878 107,460 4.04 0.16 106,582 4.59 0.18 
Altron Ltd.4,322 0.09 0.00 4,322 0.09 0.00 
Bytes Technology Group plc1,726 0.11 0.00 1,726 0.14 0.01 
Datatec Ltd.3,067 0.21 0.01 3,067 0.24 0.01 
Karooooo Ltd.105 0.08 0.00 105 0.08 0.00 
Naspers Ltd.671 12,364 10.60 0.42 11,693 12.92 0.50 
Prosus NV3,613 2.76 0.11 3,613 3.70 0.14 
Software and Computer Services Total671 25,197 13.85 0.55 24,526 17.16 0.67 
Blu Label Unlimited Group Ltd.9,355 0.08 0.00 9,355 0.10 0.00 
MTN Group Ltd.-719 28,782 5.55 0.22 29,501 5.00 0.20 
Telkom SA SOC Ltd.-837 4,059 0.24 0.01 4,896 0.29 0.01 
Vodacom Group Ltd.9,881 1.42 0.06 9,881 1.40 0.05 
Telecommunications Service Providers Total-1,556 52,077 7.29 0.29 53,633 6.78 0.26 
British American Tobacco plc-312 2,404 2.40 0.09 2,716 2.56 0.10 
Tobacco Total-312 2,404 2.40 0.09 2,716 2.56 0.10 
Famous Brands Ltd.1,556 0.08 0.00 1,556 0.08 0.00 
Southern Sun Ltd.13,891 0.14 0.01 13,891 0.14 0.01 
Sun International Ltd.3,299 0.16 0.01 3,299 0.13 0.01 
Tsogo Sun Ltd.9,616 0.07 0.00 9,616 0.07 0.00 
Travel and Leisure Total28,362 0.44 0.02 28,362 0.42 0.02 
Portfolio Total104,143,513 1,647,019,288 2,529.32 100.00 1,542,875,775 2,564.46 100.00