Money Market Prime Fund (Unit Trust)
This portfolio aim to consistently outperform the benchmark over a 12-month rolling period while providing liquidity at a low level of risk. This well-diversified portfolio implement a range of South African money market instruments.
Equity Prime Fund (Unit Trust)
The Mergence Equity Prime Fund is a collective investment scheme fund that aims to provide investors with capital growth over the long term by achieving returns that are in excess of the FTSE/JSE Capped Shareholder Weighted Index (Capped SWIX), without exposing the Fund to excessive risk.
CPI + 4% Prime Fund (Unit Trust)
This collective investment scheme fund is managed with the objective of producing a real return of 4% above inflation per annum over the longer term while preserving capital over rolling 12-month periods. The Fund employs active asset allocation and derivative hedging to manage and reduce downside risk. It is broadly diversified across asset classes including […]
Renewable Energy Debt Fund
The objective of this Fund is to provide commercially viable investments into the renewable energy sector enabling investors to achieve targeted investment returns together with social and environmental impact. Through both these Funds, we are invested in 13 renewable energy projects within Southern Africa, across both wind and solar. Fund II is open for investment.
Infra & Dev | Equity Funds
The objective of these Funds is to support economic growth and infrastructure development while yielding sound returns to investors. The Funds invest in unlisted equity and quasi-equity, such as mezzanine debt, infrastructure, and developmental assets. The Mergence Infrastructure & Development | Equity Fund II is structured as a close-ended en commandite partnership and is open […]
Infra & Dev | Debt Fund
The Mergence Infrastructure & Development | Debt Fund has a long-term performance target of inflation +4% per annum over the medium to long term by investing in opportunities that create both a positive and measurable social, developmental, and/or environmental impact.
Infra & Dev | Bond Composite
This Fund aims to invest in a diversified combination of infrastructure risk-adjusted returns, whilst supporting the development of both social and economic infrastructure services. The Fund forms part of the Mergence suite of impact funds. The Fund strives to generate attractive risk-adjusted returns over that of the FTSE/JSE All Bond Index (ALBI).
Global Quant Equity Fund
The Mergence Global Quant Equity Portfolio is an actively managed equity fund with full exposure to global developed market equities, designed to deliver long-term capital growth. Utilising Mergence’s proprietary global quantitative process, the Fund integrates differentiated factor strategies—Value, Quality and Sentiment—to drive market returns. Managed within a JSE listed Actively Managed Certificate (AMC), this investment […]
Global Balanced Fund
This Regulation 28-compliant mandate aims to generate stable long-term returns through exposure to a broadly diversified set of asset classes including equities, listed property, conventional bonds, and inflation-linked bonds, both domestically and internationally. It is managed with the objective of producing a real return in excess of 5% per annum above inflation. Derivatives may be […]
SWIX Fund
The objective of these mandates is to achieve returns that are in excess of the FTSE/JSE Shareholder Weighted Index (SWIX) over any three-year rolling period without exposing the Fund to excessive risk. These core mandates target maximum active returns relative to tracking error volatility.
Capped SWIX Fund
The objective of these mandates is to achieve returns that are in excess of the FTSE/JSE Capped Shareholder Weighted Index (Capped SWIX) over any three-year rolling period without exposing the Fund to excessive risk. These core mandates target maximum active returns relative to tracking error volatility.
