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Sygnia Skeleton Balanced 60 Fund | South African–Multi Asset–Medium Equity
Reg Compliant
1.8370    +0.0079    (+0.432%)
NAV price (ZAR) Mon 17 Nov 2025 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 114 Rand-denominated South African--Multi Asset--Medium 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--Medium 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 28 May 2014
Fund Size (ZAR) 2 657 923 682
Latest Price 1.84
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 0.45%
Minimum Investment-
TTM Distribution Yield 3.99%
Fund Objective
The Sygnia Skeleton Balanced 60 Fund is a multi-assetclass fund managed with a medium exposure to equities in order to moderate the short-term volatility of 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, index-tracking, basis. The Fund has a composite benchmark of 55% equities, 30% bonds and 15% money market assets and will maintain a total equity exposure of below 60% of the portfolio
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Asset Classes and Holdings
Asset Classes
 SA Equities30.90%  
 Foreign Equities23.70%  
 SA Bonds27.60%  
 Foreign Bonds4.40%  
 SA Property1.20%  
 Foreign Property0.00%  
 SA Cash9.80%  
 Foreign Cash2.40%  
Top Holdings as at 30 Sep 2025
SecurityUnitsValue (Rm)% of Fund
SEAFC 422 555 845 433.4216.81%
SYECLA 170 444 853 172.816.70%
NEIMC 158 643 774 158.646.15%
ISCUCIETF 55 648 121.124.70%
ISIMIETF 130 175 97.283.77%
SYMCC 94 358 480 94.373.66%
FRS406 71 731 664 80.083.11%
NASPERS-N 11 991 75.572.93%
SYG500 586 661 68.112.64%
GFIELDS 90 892 65.172.53%
Totals  1 366.5852.99%
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17 Nov1.84+0.01+0.43% 
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