Multi-Asset Class

MERGENCE CPI + 4% Unit Trust

The Mergence CPI + 4% Prime Fund is a collective investment scheme that aims to provide investors with capital growth over the long term. The Fund is managed with the objective of producing a real return of CPI plus 4% per annum over the longer term while preserving capital over rolling 12-month periods. It may underperform relative to overall equity markets due to its focus on capital preservation and long-term capital growth.