Simon Barnett - Mergence Investment Managers (Lesotho)

City Press: Greater education required about responsible investing

Mergence is acknowledged as a leader in impact investing, with both the Renewable Energy Debt Fund I and investee company Sustainable Heating mentioned in this article.

Africa Global Funds: Mergence calls for more institutional investment in infrastructure

Mark van Wyk, Head: Unlisted Investments at Mergence, calls on institutional investors to increase their allocations to infrastructure.

Moneyweb: Executive pay should reflect returns

Brad Preston, Mergence CIO, discusses proxy voting and Mergence analysis of executive remuneration.

Brexit forecasting post-mortem

Brad Preston, Mergence CIO, asks how the betting and financial markets could have got Brexit ‘so wrong’.

Financial Mail: SA’s giant leap into green

Mergence’s renewable energy debt funds are mentioned in this article.

InvestSA: Mergence impact investing

Some of the projects and companies in which Mergence is invested for impact are discussed in this article.

Expresso TV: Debt and the economy

Peter Takaendesa, Investment Analyst: Listed Investments at Mergence, took part in a discussion on the general economy and how consumers can manage debt.

Asko Insights: Mergence invests in social housing

Mergence has invested in two social housing projects run by Communicare in the Western Cape.

2016 ESG Report

Research conducted around mining safety conducted by Mergence equity analyst, Thobela Bixa.

Moneyweb: How to identify SA’s top equity fund managers

The Mergence Equity Prescient Fund, one of the Mergence retail unit trust products, features in this article by Patrick Cairns.

Engineering News: Sustainable Heating Paarl biomass steam plant

Mergence has invested in Paarl Media Cape’s biomass steam plant.

FANews: GIIRS rating for Mergence High Impact Debt Fund

In 2015 the Mergence High Impact Debt Fund (now the Mergence Infrastructure & Development Debt Fund) received a “Gold 4-star” rating from GIIRS.

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Mergence Investment Managers (Lesotho)
Mergence Investment Managers (Lesotho) (“Mergence Lesotho”) is a licenced investment manager registered and regulated by the Central Bank of Lesotho. The company forms part of the South African specialist black-owned asset manager, Mergence Investment Managers (Pty) Ltd., which has been in existence since 2004.

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Mergence Investment Managers (Lesotho) (“Mergence Lesotho”) is a licenced investment manager registered and regulated by the Central Bank of Lesotho. The company forms part of the South African specialist black-owned asset manager, Mergence Investment Managers (Pty) Ltd., which has been in existence since 2004.

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We offer a range of local and offshore investment strategies that meet the needs of retirement funds and individuals in Southern and Sub-Saharan Africa. We are dedicated to managing and growing our clients’ investments in a socially sustainable manner. Our clients are mainly institutional investors with a growing offering of retail investors.

Explore	Date	Fund Fact Sheet	Transactional Form
Capped SWIX Fund	February 2024
Equity Prime Fund (Unit Trust)	February 2024
SWIX Fund	February 2024

Explore	Date	Fund Fact Sheet	Transactional Form
CPI + 4% Prime Fund (Unit Trust)	February 2024
Domestic CPI +4% Fund	February 2024
Global Balanced Fund	February 2024

Explore	Date	Fund Fact Sheet	Transactional Form
Bond Composite	February 2024
Prime Money Market	February 2024

Explore	Date	Fund Fact Sheet	Transactional Form
Bond Composite	February 2024

Mergence was a pioneer in impact and infrastructure investing, with a rich history showcasing the advantages of uncorrelated alternative investments. We strongly advocate for the potential of these investments to deliver consistent long-term returns while making a positive social impact. Our diverse portfolio encompasses a wide range of debt and equity asset classes carefully chosen from sectors that global and national organisations have identified as high-priority areas.