Specialist Equity

MERGENCE CAPPED SWIX FUND

Performance summary as at 30 April 2022.

 

Period Fund CAPPED SWIX
Tracking Error 2.33%
Information Ratio -0.76
1 Month -3.60% -3.95%
3 Months -1.12% 0.11%
6 Months 5.92% 8.49%
1 Year 13.94% 14.75%
2 Years (p.a.) 22.49% 25.01%
Since Inception (p.a.)** 5.55% 7.31%

*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