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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 177 264 175 (as at 31 Mar 2018)
Sector Rank: 2 out of 55
(lump sum over 1 years to 31 May 2018)
Overall Rank: 25 out of 1183
(lump sum over 1 years to 31 May 2018)
R1000 invested on 31 May 2017 was worth R1 137.70 on 31 May 2018 (13.77% annual compound return)
R100 per month since 31 May 2017 was worth R1 290.47 on 31 May 2018 (13.36% 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 Rev Glbl Eq Comment - Mar 17
MARKET PERFORMANCE

2017 started on a nervous note, with newsflow dominated  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Mar 2018
Share No Units Value (Rm) % of Fund
3DSYSTEMSCORP 142 784 19.12 1.62%
AMBARELLAINC 30 328 17.96 1.53%
HARRISCORP 9 467 17.93 1.52%
NVIDIA 6 358 16.68 1.42%
NORTHROPGRUMM 3 813 15.58 1.32%
Totals   87.26 7.41%
 
Comparative Performance
 
Portfolio Structure as at 31 Mar 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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