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Sygnia 4th Industrial Revolution Global Equity Fund | Global–Equity–General
3.4196    -0.0592    (-1.702%)
NAV price (ZAR) Mon 9 Mar 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 159 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
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 13 Oct 2016
Fund Size (ZAR) 2 405 501 020
Latest Price 3.42
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 0.85%
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
Asset Classes
 SA Equities0.00%  
 Foreign Equities100.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash0.00%  
 Foreign Cash0.00%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
FOREIGNEQ 0 335.8213.15%
CPFZ 177 196 137 184.287.22%
NVIDIA 56 844 176.306.90%
ALPHABETINCA 32 861 170.946.69%
MICROSOFT 20 621 166.246.51%
APPLE 36 383 164.316.43%
AMAZON.COM 34 487 132.625.19%
BROADCOM 17 783 102.894.03%
METAPLATFORMS 7 471 82.283.22%
TESLAMOTORS 9 372 70.432.76%
Totals  1 586.1062.10%
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