Not logged in Login 
 Home 
 Managers 
 Funds 
 Charting 
 Ebook 
 Admin   Login  
  Alert me on this fund
  Add fund to active Watchlist
     
Sygnia Skeleton Balanced 60 Fund | South African–Multi Asset–Medium Equity
Reg Compliant
1.8017    +0.0097    (+0.541%)
NAV price (ZAR) Thu 2 Oct 2025 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 113 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) 2 528 405 101
Latest Price 1.80
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 0.45%
Minimum Investment-
TTM Distribution Yield 4.07%
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
...Read more
Asset Classes and Holdings
Asset Classes
 SA Equities30.90%  
 Foreign Equities23.90%  
 SA Bonds27.90%  
 Foreign Bonds4.40%  
 SA Property1.20%  
 Foreign Property0.00%  
 SA Cash8.80%  
 Foreign Cash2.90%  
Top Holdings as at 30 Jun 2025
SecurityUnitsValue (Rm)% of Fund
SEAFC 390 170 346 373.3115.81%
SYECLA 142 756 791 144.506.12%
NEIMC 142 108 264 142.116.02%
ISIMIETF 130 870 91.333.87%
ISCUCIETF 41 737 87.323.70%
FRS406 71 731 664 75.613.20%
NASPERS-N 12 334 68.352.89%
SYMCC 66 042 074 66.062.80%
SYG500 586 661 65.762.78%
NEICI 62 037 642 62.462.65%
Totals  1 176.8149.84%
Recently viewed
2 Oct1.80+0.01+0.54% 
2 Oct0.61+0.00+0.45% 
2 Oct1.37+0.00+0.13% 
30 Sep1.770.000.00% 
Watchlists
Portfolios