About the Sygnia Skeleton Balanced 70 Fund Class A

The fund aims to maximise returns by investing in multiple asset classes while maintaining a high level of risk

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Bundle Information

Fund Classification Balanced Funds
Benchmark Sygnia Skeleton Balanced 70 BM
Fund/lnception Date Jul 2, 2013
JSETicker SSBCA
Risk Profile Medium/High
Unit Trust Name Sygnia Skeleton Balanced 70 Fund Class A
Income Distribution Semi-annually (March & September)

Pricing

  • 1M RTN
    3M RTN
    6M RTN
    1 YR RTN
    MAX RTN
  • DAILY CHANGE
  • Zoom Level
    • 1M
    • 3M
    • 6M
    • 1Y
    • MAX
Fund Size NAV TRI
R 6 360 963 241 16856 240.611421

Current Prices Prices update end of day

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Percentage and Performance

Fees

Annual Manager 0.40%
Performance Fee N/A
TER 0.42%
Transaction Cost 0.09%

Performance

Apr 2024 0.52%
1 Month 0.04%
1 Year 7.86%
3 Months 1.59%
6 Months 9.37%
YTD 1.08%
3 Years 8.18%
5 Years 8.63%

Dividends

Last Payable Date 2019-10-01
Last Payable Amount 2.88C
Next Payable Date
Next Payable Amount
LDT

Risks

Daily Risk

3 Years Absolute Return 26.09%
3 Years Maximum Drawdown 8.90%
5 Years Absolute Return 51.24%
5 Years Maximum Drawdown 24.26%

Monthly Risk

3 Years Sharpe 0.93%
3 Years Sortino 0.44%
3 Years Standard Deviation 8.54%
5 Years Sharpe 1.44%
5 Years Sortino 0.63%
5 Years Standard Deviation 10.00%

Sector Allocation

Income
Exchange Traded Funds
Software and Computer Services
Precious Metals and Mining
Money Market
Banks
Foreign Invest
Foreign Invest
Industrial Metals and Mining
Bond

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