Mercer Low Volatility Equity Fund M-5£ HedgedRegister to Unlock Ratings |
Performance History | 30/11/2023 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 19.8 | 0.4 | 18.0 | -13.1 | 9.6 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 13/12/2023 | GBP 199.07 | |
Day Change | 0.92% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE00B9C9FR91 | |
Fund Size (Mil) 16/05/2024 | USD 815.06 | |
Share Class Size (Mil) 13/12/2023 | GBP 0.71 | |
Max Initial Charge | - | |
Ongoing Charge 20/03/2024 | 1.19% |
Investment Objective: Mercer Low Volatility Equity Fund M-5£ Hedged |
The investment objective of the Sub-Fund is to seek long term growth of capital and income. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 02/07/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Mercer Low Volatility Equity Fund M-5£ Hedged | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 2.86 |
Alphabet Inc Class A | Communication Services | 2.77 |
WisdomTree Physical Gold | 2.06 | |
Visa Inc Class A | Financial Services | 1.73 |
ASML Holding NV | Technology | 1.40 |
Increase Decrease New since last portfolio | ||
Mercer Low Volatility Equity Fund M-5£ Hedged |