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Sygnia Skeleton Balanced 60 Fund | South African–Multi Asset–Medium Equity
Reg Compliant
1.9047    -0.0360    (-1.855%)
NAV price (ZAR) Tue 3 Mar 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 115 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) 2 994 562 590
Latest Price 1.90
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 0.44%
Minimum Investment-
TTM Distribution Yield 3.85%
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 Equities28.80%  
 Foreign Equities28.20%  
 SA Bonds24.60%  
 Foreign Bonds4.60%  
 SA Property1.30%  
 Foreign Property0.00%  
 SA Cash10.00%  
 Foreign Cash2.50%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
SEAFC 430 470 353 459.4816.68%
CPFZ 251 716 656 261.799.50%
SYECLA 184 129 436 187.436.80%
ISCUCIETF 72 917 158.145.74%
ISIMIETF 156 560 116.844.24%
FRS406 71 731 664 76.662.78%
NASPERS-N 68 587 75.762.75%
SYG500 586 661 67.482.45%
GFIELDS 86 976 63.122.29%
SYGWD 824 231 60.942.21%
Totals  1 527.6355.46%
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