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Sygnia 4th Industrial Revolution Global Equity Fund  |  Global–Equity–General
3.0178    -0.1224    (-3.898%)
NAV price (ZAR) Fri 26 Feb 2021 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 81 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
  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) 2 945 076 893
Latest Price 3.14
PlexCrowns
Total Expense Ratio (31/12) 1.94%
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
 SA Equities0.00%  
 Foreign Equities99.42%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash0.00%  
 Foreign Cash0.58%  
Top Holdings as at 31 Dec 2020
SecurityUnitsValue (Rm)% of Fund
FOREIGNEQ 0 1 929.9976.12%
TESLAMOTORS 3 448 35.181.39%
AMBARELLAINC 21 581 29.311.16%
GENERALMOTORS 40 619 24.960.98%
SYG4IR 541 689 24.900.98%
STMICROELECTR 44 750 24.680.97%
VISTEONCORP 12 300 22.890.90%
LEAR 8 458 19.930.79%
PACIFICBIOSCI 49 968 19.330.76%
PLUGPOWER 38 508 19.330.76%
Totals  2 150.4984.81%
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