Multi-Asset Class

MERGENCE DOMESTIC CPI + 4% FUND

Performance summary as at 30 April 2022.

Period Fund CPI +4%   Risk Measure Fund
1 Month -0.57% 1.32% Annualised Return 8.12%
3 Months 0.24% 2.79% Volatility 5.08%
6 Months 5.65% 5.11% Sharpe Ratio 0.52
1 Year 8.91% 9.98% Sortino Ratio 0.67
3 Years (p.a.) 7.34% 8.44% Beta to JSE All Share 0.35
5 Years(p.a.) 6.74%  8.33% Correlation to JSE All Share 0.92
Since Inception (p.a.)** 8.12% 8.97%  

*Returns are quoted gross of fees. Please also note that there are risks associated with financial products and past performance is not necessarily an indication of future performance. **Inception: 1 Novenber 2009