Specialist Equity

MERGENCE ESG EQUITY FUND

Performance summary as at 30 April 2022.

Period Fund SWIX
Tracking Error 2.22%
1 Month -3.60% -3.95%
3 Months -2.46% -0.77%
6 Months 3.68% 6.93%
1 Year 9.91% 8.83%
2 Years (p.a.) 18.93% 20.04%
3 Years (p.a.) 5.50% 7.15%
5 Years (p.a.) 4.87% 6.55%
Since Inception (p.a.)** 11.11% 11.67%

*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: 17 June 2010