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Sygnia 4th Industrial Revolution Global Equity Fund Summary Fact Sheet
Global--Equity--General
 
Technical Overview
Formation Date: 13 Oct 2016
Holdings: n/a
Original Price: n/a
Pricing System: Forward
 
Price (A - Class)
 
Ranking
Sector: Global-Equity-General
Fund Size: R1 590 200 183 (as at 30 Sep 2018)
Sector Rank: 16 out of 63
(lump sum over 1 years to 31 Dec 2018)
Overall Rank: 307 out of 1232
(lump sum over 1 years to 31 Dec 2018)
R1000 invested on 31 Dec 2017 was worth R1 049.62 on 31 Dec 2018 (4.96% annual compound return)
R100 per month since 31 Dec 2017 was worth R1 152.72 on 31 Dec 2018 (-7.44% annual return compounded monthly)
 
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
   
Focus and 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.
 
Latest Fund Manager Comment / News
Sygnia 4th Ind Glbl Eq Comment - Oct '18
MARKET PERFORMANCE
The third quarter of 2018 marked the 11th anniversary of the  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 30 Sep 2018
Share No Units Value (Rm) % of Fund
ELBITSYSTEMS 14 563 26.14 1.64%
NVIDIA 6 463 24.46 1.54%
APPLE 7 442 23.69 1.49%
3DSYSTEMSCORP 80 890 22.04 1.39%
GARMIN 21 974 21.64 1.36%
Totals   117.96 7.42%
 
Comparative Performance
 
Portfolio Structure as at 30 Sep 2018
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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