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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)


 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 114 Rand-denominated Global--Equity--General funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the Global--Equity--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk

Fund Performance
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 13 Oct 2016
Fund Size (ZAR) 2 527 841 033
Latest Price 331.30
PlexCrowns
Total Expense Ratio (31/03) 0.87%
Minimum Investment-
TTM Distribution Yield -
Fund Objective
The Sygnia 4th Industrial Revolution Global Equity Fund is a Global-Equity-General portfolio which seeks to deliver long term capital growth by investing in financially sound equity securities, preference shares which generate capital growth, property shares and property related assets in liquid form listed internationally. The portfolio may invest in participatory interests and other forms of participation in portfolios of collective investment schemes, registered in South Africa and other similar schemes operated in territories with a regulatory envionment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio's primary objective.
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Asset Classes and Holdings
chart
 RSA Equity0.00%  
Int Equity100.00%  
 RSA Bonds0.00%  
 Int Bonds0.00%  
 RSA Real Estate0.00%  
 Int Real Estate0.00%  
 RSA Cash0.00%  
 Int Cash0.00%  
Top Holdings as at 31 Mar 2025
SecurityUnitsValue (Rm)% of Fund
FOREIGNEQ 0 260.5111.02%
U-NICORMM 177 513 330 177.517.51%
APPLE 39 502 158.266.69%
MICROSOFT 21 913 152.626.46%
NVIDIA 69 870 140.895.96%
AMAZON.COM 34 584 122.545.18%
ALPHABETINCA 41 390 118.765.02%
METAPLATFORMS 8 843 93.773.97%
BROADCOM 19 541 60.762.57%
ISHARESNAS100 2 414 48.362.05%
Totals  1 333.9956.43%