Multi-Asset Class

MERGENCE GLOBAL CPI + 5% FUND

Performance summary as at 30 April 2022.

Period Fund CPI +5%   Risk Measure Fund
1 Month -0.81% 1.40% Annualised Return 8.91%
3 Months -0.36% 3.03% Volatility 5.87%
6 Months 4.18% 5.60% Sharpe Ratio 0.59
1 Year 8.36% 10.98% Sortino Ratio 0.91
3 Years (p.a.) 8.01% 9.44% Beta to JSE All Share 0.39
Since Inception (p.a.)** 8.91% 9.73% Correlation to JSE All Share 0.90

*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 September 2012