Sygnia Itrix . JSE: SYGWD

Background of Sygnia Itrix
The Sygnia Itrix Top 40 ETF is a high-risk, passively managed index-tracking fund registered as a collective investments scheme and listed on the Johannesburg Stock Exchange as an exchange traded fund.
The objective of this portfolio is to provide simple access to investors who wish to track the movements of the FTSE/JSE TOP 40 Index through investing in the physical index securities.
The FTSE/JSE TOP 40 Index consists of the largest 40 companies, listed on the JSE, ranked by investable market capitalisation in the FTSE/JSE All Share Index.
The investment policy of the portfolio is to track the Index as closely as practically and feasibly possible by buying securities included in the Index at similar weighting as they are included in the Index. Whenever the Index gets rebalanced, the portfolio will purchase the newly included constituent securities and will sell the constituent securities which were excluded from the Index.
As such, the Fund has a 100% strategic allocation to South African equities. The structure of the Fund is dictated by the composition of the FTSE/JSE Top 40 Index.
It is a suitable investment for investors seeking higher returns, those who are willing to tolerate higher volatility and investors who aim to maximise capital accumulation over a longer-term time horizon.
For changes in the index constituents, participants can refer to the published SENS.
Sygnia Itrix Shares Growth Driver
As already described, the FTSE/JSE TOP 40 Index consists of the largest 40 companies, listed on the JSE, ranked by investable market capitalisation in the FTSE/JSE All-Share Index.
The investment policy of the portfolio shall be to track the Index as closely as possible by buying securities included in the Index at similar weighting as they are included in the Index.
Whenever the Index gets rebalanced by the FTSE/JSE Advisory Committee, the Portfolio will purchase the newly included constituent securities and will sell the constituent securities which were excluded from the Index by the advisory committee and buy or sell the securities that remain in the Index.
This is in order to ensure that the same constituents securities are held by the Portfolio in similar weightings to those being represented in the Index.
The fund has a 100% strategic allocation to local equities. The structure of the fund is dictated by the composition of the FTSE/JSE TOP 40 Index. The fund aims to achieve its investment objective with acceptable levels of short term volatility relative to the benchmark index.
The Sygnia Itrix Top 40 ETF has a high risk profile and is designed to track the Index as closely as possible by buying securities included in the Index at similar weighting as they are included in the Index.
It is a suitable investment for investors seeking higher returns, those who are willing to tolerate higher volatility and investors who aim to maximise capital accumulation over a longer-term time horizon.
The investment is also suitable for investors who wish to maximise their returns in the most cost-effective manner without the need to select asset managers or take on the risk of active and subjective investment decision-making processes. Given the specialist nature of the fund, it should be used as part of a diversified investment strategy rather than as a sole equity investment
The Sygnia Group is a full member of the Association for Savings and Investment SA. Sygnia Itrix (RF) (Pty) Ltd is a registered and approved Manager in Collective Investment Schemes in Securities.
Sygnia Asset Management (Pty) Limited, an authorised financial services provider, is the appointed investment manager of the Fund
The portfolio may invest in other unit trust portfolios which levy their own fees, and may result in a higher fee structure and, and the value of investments / units / unit trusts may go down as well as up.
A schedule of fees and charges and maximum commissions is available from the Manager on request. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date.
Performance is calculated for the portfolio and the individual investor performance may differ as a result of initial fees, actual investment date, date of reinvestment and dividend withholding tax. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio.
Collective investments are calculated on a net asset value basis, which is the total market value of all assets in the portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Forward pricing is used.
All the portfolio options presented are approved collective investment schemes in terms of Collective Investment Schemes Control Act.
The fund may from time to time invest in foreign countries and therefore it may have risks regarding liquidity, the repatriation of funds, political and macroeconomic situations, foreign exchange, tax, settlement, and the availability of information.
The Manager has the right to close any portfolios to new investors to manage them more efficiently in accordance with their mandates.
Sygnia Itrix Investor Tip
Sygnia Itrix trades on the Johannesburg Stock Exchange (JSE) where investors can buy shares under the stock symbol –
Data from the company’s 2025 financial analysis shows that the Sygnia Itrix Top 40 ETF delivered -0.3% for the quarter, in line with its benchmark, the FTSE/JSE Top 40 Index.
The Fund benefitted from exposure to Gold Fields, Impala Platinum Holdings and Sibanye Stillwater, while its exposure to Naspers, AngloGold Ashanti and British American Tobacco detracted from performance.
There were several changes to the tracked index’s constituents over the period, including the addition of Harmony Gold Mining Company and the removal of RMB Holdings. The Fund remains true to its investment objective of delivering returns that mirror those of the FTSE/ JSE Top 40 Index.
As such, the portfolio is well positioned to enhance the long-term prospects of its business in order to meet growth objectives and deliver long-term shareholder returns in 2021 and in the future.
As an overall firm, Sygnia Itrix’s sound investment structure will allow it to deliver flourishing dividends and a strong share price for investors who choose to purchase shares today, securing a solid buy-in on the JSE in 2021 and in the future.
Collective Investment Schemes (CIS) are generally medium to long-term investments. The value of units may go down as well as up and past performance is not necessarily an indicator of future performance.
CIS are traded at ruling prices and can engage in borrowing and scrip lending. Equity markets are volatile and the price of equities fluctuate based on a number of factors such as changes in the economic climate, general movements in interest rates and the political and social environment which will also affect the value of the securities held in the unit trust, thereby affecting the overall value of the unit trust.
There are regulations in place which limit the amount that a trust may invest in securities, thereby spreading the risk across securities, asset classes and companies. The fund may also be exposed to liquidity risk. This relates to the ability of the unit trust to trade out of a security held in the portfolio at or near to its fair value.
All in all, whether you are an experienced, hands-on investor or simply want peace of mind, the Sygnia Itrix range of Exchange Traded Funds (ETFs) offers a trusted, transparent and flexible way for South Africans to invest in overseas stock markets.
Sygnia Itrix Major Shareholders
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How to buy Sygnia Itrix Shares
Sygnia Itrix : How to buy Sygnia Itrix Shares Online
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