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

Buy this Unit Trust

Bundle Information

Fund Classification Global General Equity
Benchmark S&P500 Net Total Return Index
Fund/lnception Date Sep 22, 2016
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 2 430 063 709 29061 284.746027

Current Prices Prices update end of day

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Percentage and Performance

Fees

Annual Manager 0.81%
Performance Fee 0.97%
TER 1.09%
Transaction Cost 0.08%

Performance

Nov 2024 -1.71%
1 Month 0.97%
1 Year 33.64%
3 Months -0.42%
6 Months 6.20%
YTD 17.32%
3 Years -0.38%
5 Years 12.97%

Dividends

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

Risks

Daily Risk

3 Years Absolute Return -1.14%
3 Years Maximum Drawdown 37.68%
5 Years Absolute Return 83.94%
5 Years Maximum Drawdown 41.98%

Monthly Risk

3 Years Sharpe -0.83%
3 Years Sortino -0.33%
3 Years Standard Deviation 20.92%
5 Years Sharpe 1.25%
5 Years Sortino 0.60%
5 Years Standard Deviation 21.75%

Sector Allocation

Foreign Invest
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Exchange Traded Funds
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