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Sygnia Itrix 4th Industrial Revolution Global Equity ETF Summary Fact Sheet
Global--Equity--General
 
Technical Overview
Formation Date: 6 Dec 2017
Holdings: n/a
Original Price: n/a
Pricing System: Forward
 
Price
 
Management
Iain Anderson, BMath (Hons), CFA
 
Wessel Brand
 
Ranking
Sector: Global-Equity-General
Fund Size: R2 420 116 028 (as at 30 Jun 2021)
Sector Rank: 1 out of 83
(lump sum over 1 years to 31 Aug 2021)
Overall Rank: 166 out of 1345
(lump sum over 1 years to 31 Aug 2021)
R1000 invested on 31 Aug 2020 was worth R1 278.50 on 31 Aug 2021 (27.85% annual compound return)
R100 per month since 31 Aug 2020 was worth R1 302.05 on 31 Aug 2021 (14.99% 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 Itrix 4th Industrial Revolution Global Equity ETF is a high risk, passively managed index tracking fund, registered as a Collective Investments Scheme, and is listed on the Johannesburg Stock Exchange as an Exchange Traded Fund. The objective of this portfolio is to provide simple access to investors who wish to track the movements of the Kensho New Economies Composite Index (KNEX) through investing in the physical index securities. KNEX comprehensively captures the 21st Century Sectors that are propelling the 4th Industrial Revolution and fostering new industries that will transform every facet of our lives.The term "4th Industrial Revolution" has become widely accepted as the name associated with the concept of a revolution which will fundamentally change the way we live, work and relate to one another. It is characterised by the coming online of a range of new technologies that are fusing the physical, digital and biological worlds and impacting all disciplines, economies and industries. These technologies include autonomous vehicles, cleantech, drones, 3D printing, robotics, nanotechnology, smart buildings, virtual reality, cybersecurity, space and wearables, among others. The investment policy of the portfolio shall be to track the Index by buying securities that substantially make up the Index at similar weighting as they are included in the Index.
 
Latest Fund Manager Comment / News
Sygnia 4th Ind Rev Glob Eq -Dec 19
MARKET PERFORMANCE

December was a great month for equities, driven by bullish  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 30 Jun 2021
Share No Units Value (Rm) % of Fund
BRUKERCORP 38 449 41.71 1.72%
TELEDYNETECH 5 980 35.76 1.48%
VUZIX 90 580 23.73 0.98%
3DSYSTEMSCORP 40 236 22.96 0.95%
LEIDOS 14 198 20.50 0.85%
Totals   144.67 5.98%
 
Comparative Performance
 
Portfolio Structure as at 30 Jun 2021
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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