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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1018 | 1073 | 1258 | 1508 | 2003 |
Fund Return | 2.49% | 1.84% | 7.3% | 7.95% | 8.56% | 7.19% |
Place in category | 547 | 335 | 487 | 357 | 290 | 125 |
% in Category | 83 | 46 | 77 | 71 | 72 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mergence CPI + 4% Prime Fund B3 | 179.07M | 1.09 | 8.35 | 7.63 | ||
Mergence CPI + 4% Prime Fund A1 | 179.07M | 0.80 | 7.16 | 6.39 | ||
Mergence CPI + 4% Prime Fund B1 | 179.07M | 0.93 | 7.68 | 6.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mergence CPI + 4% Prime Fund A1 | 179.61M | 2.07 | 6.94 | 6.14 | ||
Mergence CPI + 4% Prime Fund B1 | 179.61M | 2.30 | 7.47 | 6.69 | ||
Mergence CPI + 4% Prime Fund B3 | 179.61M | 2.57 | 8.14 | 7.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ubs Amc00001 11Apr28 | - | 6.29 | - | - | |
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5% | ZAG000107012 | 5.77 | - | - | |
iShares 1-3 Year Treasury Bond | US4642874576 | 4.88 | 81.47 | +0.01% | |
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25% | ZAG000107004 | 4.44 | - | - | |
REPUBLIC OF SOUTH AFRICA 31/01/25 2% | ZAG000096587 | 3.86 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Neutral |
Summary | Buy | Buy | Neutral |
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