About the Sygnia 4th Industrial Revolution Global Equity Fund Class A

The Fund aims to provide investors access to new technology and innovation stocks and deliver long-term capital growth

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Bundle Information

Fund Classification Global General Equity
Benchmark S&P500 Net Total Return Index
Fund/lnception Date Oct 1, 2024
JSETicker SIRGA
Risk Profile High
Unit Trust Name Sygnia 4th Industrial Revolution Global Equity 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 2 535 211 045 36861 361.172132

Current Prices Prices update end of day

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Percentage and Performance

Fees

Annual Manager 0.81%
Performance Fee 0.97%
TER 0.85%
Transaction Cost 0.04%

Performance

Apr 2026 2.98%
1 Month 10.53%
1 Year 30.01%
3 Months 7.35%
6 Months 2.21%
YTD 4.69%
3 Years 16.72%
5 Years 5.56%

Dividends

Last Payable Date
Last Payable Amount
Next Payable Date
Next Payable Amount
LDT

Risks

Daily Risk

3 Years Absolute Return 58.92%
3 Years Maximum Drawdown 18.70%
5 Years Absolute Return 31.07%
5 Years Maximum Drawdown 37.68%

Monthly Risk

3 Years Sharpe 1.91%
3 Years Sortino 0.87%
3 Years Standard Deviation 14.85%
5 Years Sharpe -0.48%
5 Years Sortino -0.19%
5 Years Standard Deviation 18.59%

Sector Allocation

Foreign Invest
Foreign Invest
Foreign Invest
Foreign Invest
Foreign Invest
Foreign Invest
Foreign Invest
Foreign Invest
Exchange Traded Funds
For Currency

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