Sygnia Skeleton Balanced 60 Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Medium Equity
Assets Under Management (R m) (Mar 2019)
R290 R 34 11.724%
Number of Accounts (Mar 2019)
11 1 9.0909%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 99 R 94
    Local    R 99    R 94
    Foreign    R 0    R 0
Cash Instr. R 23 R 17
    Local    R 5    R 10
    Foreign    R 18    R 8
Property R 6 R 6
On FoF R 161 R 139
Fund Investment Aims, Objective and/or Universe
The Sygnia Skeleton Balanced 60 Fund is a multi-asset-class 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 funds 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 fund.The Fund has an overall 60% allocation to South African and global equities and has a medium risk profile.It is a highly suitable vehicle for long-term retirement funds seeking medium risk strategies.It is also suited to individual investors seeking to maximise their long-term returns in a risk-controlled manner.The strategy complies with Regulation 28 of the Pension Funds Act , so is suitable for investors in retirement annuities, preservation, pension and provident funds.
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