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Sygnia Skeleton Balanced 60 Fund | South African–Multi Asset–Medium Equity
Reg Compliant
1.9221    -0.0079    (-0.409%)
NAV price (ZAR) Thu 13 Aug 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 117 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) 3 188 777 401
Latest Price 1.92
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 0.44%
Minimum Investment-
TTM Distribution Yield 3.96%
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 Equities30.10%  
 Foreign Equities30.90%  
 SA Bonds30.40%  
 Foreign Bonds3.30%  
 SA Property0.80%  
 Foreign Property0.00%  
 SA Cash0.00%  
 Foreign Cash4.50%  
Top Holdings as at 30 Jun 2026
SecurityUnitsValue (Rm)% of Fund
SEAFC 463 819 200 494.7116.02%
SYECLA 403 384 056 410.2513.28%
CPFZ 325 577 262 338.4710.96%
ISCUCIETF 54 168 126.234.09%
ISIMIETF 113 679 102.873.33%
ISHARECGLBBND 1 414 617 101.723.29%
FRS406 71 731 664 85.172.76%
SYG500 586 661 72.372.34%
NASPERS-N 79 280 65.092.11%
SYGWD 824 231 64.892.10%
Totals  1 861.7760.28%
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