Specialist Equity

MERGENCE ESG EQUITY FUND

Performance summary as at 31 August 2021.

 

Period Fund SWIX
Tracking Error 2,01%
1 Month 2,55% 0,38%
3 Months 2,11% -0,87%
6 Months 5,40% 3,27%
1 Year 23,68% 22,61%
2 Years (p.a.) 9,73% 10,62%
3 Years (p.a.) 4,31% 5,25%
5 Years (p.a.) 4,20% 5,49%
Since Inception (p.a.)** 11,19% 11,60%

*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