Multi-Asset Class
MERGENCE GLOBAL CPI + 5% FUND
Performance summary as at 31 August 2021.
| Period | Fund | CPI +5% | Risk Measure | Fund | |
| 1 Month | 1,56% | 1,49% | Annualised Return | 9,09% | |
| 3 Months | 3,27% | 2,64% | Volatility | 5,98% | |
| 6 Months | 5,52% | 5,95% | Sharpe Ratio | 0,57 | |
| 1 Year | 12,72% | 9,64% | Sortino Ratio | 0,86 | |
| 3 Years (p.a.) | 7,68% | 8,93% | Beta to JSE All Share | 0,40 | |
| Since Inception (p.a.)** | 9,09% | 10,01% | Correlation to JSE All Share | 0,91 |
*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
