Infrastructure & Development

MERGENCE SRI FUND

Performance summary as at 31 December 2021.

Period Fund CPI +3%
1 Month 0,61% 0,73%
3 Months 1,62% 1,72%
6 Months 3,26% 4,23%
1 Year 6,48% 8,47%
2 Years (p.a.) 7,09% 7,31%
3 Years (p.a.) 7,90% 7,06%
5 Years (p.a.) 8,64% 7,40%
Since Inception (p.a.)** 10,08% 7,99%

 *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: 14 June 2010