Absolute Returns

Mergence's Absolute Return Fund is a diversified portfolio that focuses on preserving capital and beating inflation. The Fund's aim is to achieve a real return above CPI over a three-year rolling period. The fund has the following salient features:

  • It targets real returns (inflation beating);
  • Achieving those returns at a lower level of volatility than the market;
  • Aims to preserve capital over a 12-month rolling period;
  • Active management of asset class exposures;
  • Active security selection aimed at generating additional returns;
  • Effective employment of derivatives for hedging purposes.

The portfolio is managed to offer downside protection in the short-term while providing upside participation in the long-term.

Mergence has been nominated by the Principal Officers Association, Imbasa Yegolide Awards as Absolute Return Fund Manager of the Year 2012.

 

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