Multi-Asset Class

MERGENCE DOMESTIC CPI + 4% FUND

Performance summary as at 31 August 2021.

Period Fund CPI +4%   Risk Measure Fund
1 Month 1,34% 1,41% Annualised Return 8,12%
3 Months 2,34% 2,40% Volatility 5,13%
6 Months 5,48%  5,46% Sharpe Ratio 0,47
1 Year 13,39% 8,64% Sortino Ratio 0,62
3 Years (p.a.) 7,02% 7,93% Beta to JSE All Share 0,35
5 Years(p.a.) 6,77%  8,29% Correlation to JSE All Share 0,93
Since Inception (p.a.)** 8,12% 8,92%  

*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