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Sygnia Skeleton Balanced 70 Fund | South African–Multi Asset–High Equity
Reg Compliant
2.2017    -0.0286    (-1.282%)
NAV price (ZAR) Wed 11 Mar 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 249 Rand-denominated South African--Multi Asset--High 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--High Equity 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 11 Oct 2013
Fund Size (ZAR) 11 275 453 686
Latest Price 2.20
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 0.45%
Minimum Investment-
TTM Distribution Yield 3.00%
Fund Objective
The Sygnia Skeleton Balanced 70 Fund is a multi-assetclass fund managed with a high exposure to equities in order to seek strong long-term returns. The Fund will have exposure to both domestic and foreign assets, which will include equities, fixed interest and money market assets and will comprise a number of underlying portfolios predominantly managed on a passive, indextracking, basis. The Fund has a composite benchmark of 70% equities, 15% bonds and 15% money market assets and will maintain a total equity exposure of below 75% of the portfolio.
Asset Classes and Holdings
Asset Classes
 SA Equities38.00%  
 Foreign Equities32.10%  
 SA Bonds15.50%  
 Foreign Bonds5.60%  
 SA Property0.70%  
 Foreign Property0.00%  
 SA Cash5.70%  
 Foreign Cash2.40%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
SEAFC 1 280 643 832 1 366.9612.65%
ISCUCIETF 364 245 789.957.31%
CPFZ 520 809 151 541.645.01%
ISIMIETF 667 112 497.854.61%
SYGWD 6 531 246 482.864.47%
NASPERS-N 352 518 389.363.60%
GFIELDS 446 990 324.393.00%
SYG500 2 274 779 261.642.42%
ANGGOLD 176 313 252.682.34%
FIRSTRAND 2 577 016 233.862.16%
Totals  5 141.2047.57%
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