Infrastructure & Development

MERGENCE SRI FUND

Performance summary as at 31 August 2021.

Period Fund CPI +3%
1 Month 0.56% 1,33%
3 Months 1,69% 2,16%
6 Months 3,32% 4,97%
1 Year 6,95% 7,64%
2 Years (p.a.) 7,56% 6,91%
3 Years (p.a.) 8,00% 6,93%
5 Years (p.a.) 8,83% 7,29%
Since Inception (p.a.)** 10,21% 8,01%

 *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