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Sygnia Skeleton Balanced 70 Fund | South African–Multi Asset–High Equity
Reg Compliant
2.2719    -0.0033    (-0.145%)
NAV price (ZAR) Thu 20 Aug 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 250 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) 12 583 044 494
Latest Price 2.27
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 0.45%
Minimum Investment-
TTM Distribution Yield 3.13%
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 Equities37.10%  
 Foreign Equities34.50%  
 SA Bonds21.00%  
 Foreign Bonds3.30%  
 SA Property0.80%  
 Foreign Property0.00%  
 SA Cash0.00%  
 Foreign Cash3.30%  
Top Holdings as at 30 Jun 2026
SecurityUnitsValue (Rm)% of Fund
SEAFC 1 340 041 016 1 429.2911.87%
CPFZ 1 310 434 826 1 362.3311.32%
SYECLA 798 570 952 812.166.75%
ISCUCIETF 249 804 582.144.84%
SYGWD 6 531 246 514.164.27%
ISIMIETF 477 224 431.853.59%
ISHARECGLBBND 5 516 075 396.643.29%
NASPERS-N 385 342 316.362.63%
SYG500 2 274 779 280.632.33%
FIRSTRAND 2 647 671 255.902.13%
Totals  6 381.4753.01%
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20 Aug2.27-0.00-0.15% 
19 Aug20.26-0.07-0.36% 
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