Specialist Equity

MERGENCE CAPPED SWIX FUND

Performance summary as at 31 August 2021.

 

Period Fund CAPPED SWIX
Tracking Error 2.20%
Information Ratio -0.72
1 Month 3,37% 2,02%
3 Months 3,16% 1,51%
6 Months 9,92% 9,23%
1 Year 30,18% 30,80%
2 Years (p.a.) 9,79% 12,43%
Since Inception (p.a.)** 4,61% 6,20%

*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: 6 February 2017