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Sygnia 4th Industrial Revolution Global Equity Fund Summary Fact Sheet
Global--Equity--General
 
Technical Overview
Formation Date: 13 Oct 2016
Holdings: n/a
Original Price: n/a
Pricing System: Forward
 
Price (A - Class)
 
Management
Iain Anderson, BMath (Hons), CFA
 
Siyabulela Nomoyi
 
Wessel Brand
 
Ranking
Sector: Global-Equity-General
Fund Size: R2 535 519 209 (as at 31 Dec 2020)
Sector Rank: 2 out of 76
(lump sum over 1 years to 31 Mar 2021)
Overall Rank: 11 out of 1332
(lump sum over 1 years to 31 Mar 2021)
R1000 invested on 31 Mar 2020 was worth R1 815.66 on 31 Mar 2021 (81.57% annual compound return)
R100 per month since 31 Mar 2020 was worth R1 590.47 on 31 Mar 2021 (51.16% annual return compounded monthly)
 
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
   
Focus and 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.
 
Latest Fund Manager Comment / News
Sygnia 4th Ind Glbl Eq Comment - Dec 19
MARKET PERFORMANCE

December was a great month for equities, driven by bullish  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Dec 2020
Share No Units Value (Rm) % of Fund
TESLAMOTORS 3 448 35.18 1.39%
AMBARELLAINC 21 581 29.31 1.16%
GENERALMOTORS 40 619 24.96 0.98%
U-SYG4IR 541 689 24.90 0.98%
STMICROELECTR 44 750 24.68 0.97%
Totals   139.01 5.48%
 
Comparative Performance
 
Portfolio Structure as at 31 Dec 2020
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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