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Sygnia Skeleton Balanced Absolute Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
1.2464    +0.0005    (+0.040%)
NAV price (ZAR) Mon 22 Jun 2026 (change prev day)


 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 145 Rand-denominated South African--Multi Asset--Low Equity 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 (multi asset) 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 South African--Multi Asset--Low Equity 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 23 Mar 2022
Fund Size (ZAR) 363 119 522
Latest Price 124.64
PlexCrowns
Total Expense Ratio-
Minimum Investment-
TTM Distribution Yield 4.93%
Fund Objective
The Sygnia Skeleton Balanced Absolute Fund is a South African - Multi Asset Low Equity portfolio and shall comprise of investments in multiple asset classes as set out below, which may also include international assets. The fund targets positive returns over rolling 12-month periods and as such has an absolute return focus. The Fund will have exposure to both domestic and foreign assets, which will include equities, fixed income and money market assets and will comprise a number of underlying portfolios predominantly managed on a passive, index tracking, basis. The Fund targets a performance benchmark of SA CPI + 2%.
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Asset Classes and Holdings
chart
 RSA Equity10.10%  
Int Equity15.50%  
 RSA Bonds58.30%  
 Int Bonds2.70%  
 RSA Real Estate1.00%  
 Int Real Estate0.00%  
 RSA Cash10.20%  
 Int Cash2.20%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
U-ENINCSY 59 162 310 59.8418.19%
U-SSIEFOF 13 956 304 39.7812.09%
U-INVCASH 32 354 356 33.6410.22%
U-SYGT40 12 899 990 33.1910.09%
I2038 11 290 000 16.935.15%
R2048 13 170 000 12.043.66%
R2035 10 485 000 10.383.16%
R2032 9 920 000 9.692.95%
R2037 10 180 000 9.662.94%
U-SYGSPES 152 269 9.332.84%
Totals  234.4871.27%