Specialist Equity

MERGENCE EQUITY PRIME FUND

 

Performance summary as at 30 June 2021.

 

Period Fund **Capped SWIX
1 Month 0,51% 0,63%
6 Months 12,53% 13,31%
1 Year 23,42% 27,60%
3 Years (p.a.) 2,54% 3,64%
5 Years (p.a.) 2,25%  4,51%
Since Inception (p.a.)*** 8,77%  9,52%

*Returns are quoted net of fees. Please also note that there are risks associated with financial products and past performance is not necessarily an indication of future performance. **Capped SWIX: Previously SWIX until 31/10/18 . ***Inception: 1 December 2010