Infrastructure & Development

MERGENCE SRI FUND

The Mergence SRI Fund is a blend of the following funds:

Mergence Infrastructure & Development | Debt Fund
The Mergence Infrastructure & Development | Debt Fund is a socially responsible fund that invests in projects, businesses, organisations and funds that encourage and enhance growth and development in South Africa. The Fund invests in senior debt investments with the objective of creating positive and sustainable social and/or economic impact beyond financial return. Targeted impact objectives include incremental housing, SMME’s, job creation, education, agricultural development, BBBEE and Infrastructure.

Mergence ESG Equity Fund
This Fund invests in South African listed equity that are viable, sustainable and have a clear commitment to sound environmental practices. The objective of this Fund is to produce a level of return similar to that of the FTSE/JSE Shareholder Weighted Index [SWIX] while investing in companies with a lower level of CO2 emissions intensity on average than that of the SWIX Index.

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