Mercer Low Volatility Equity Fund M-1 GBP AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 2.8 | 18.1 | -2.9 | 8.1 | 7.1 | |
+/-Cat | -7.8 | 0.0 | 6.4 | -4.6 | -0.9 | |
+/-B’mrk | -9.5 | -1.6 | 4.8 | -7.1 | -2.0 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 25/04/2024 | GBP 152.30 | |
Day Change | -1.00% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE00BFWZ2K19 | |
Fund Size (Mil) 25/04/2024 | USD 790.01 | |
Share Class Size (Mil) 25/04/2024 | GBP 2.12 | |
Max Initial Charge | - | |
Ongoing Charge 20/03/2024 | 0.56% |
Investment Objective: Mercer Low Volatility Equity Fund M-1 GBP Acc |
The investment objective of the Sub-Fund is to seek long term growth of capital and income. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 02/07/2018 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR USD | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Mercer Low Volatility Equity Fund M-1 GBP Acc | 29/02/2024 |
|
|
Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 2.87 |
Alphabet Inc Class A | Communication Services | 2.60 |
WisdomTree Physical Gold | 1.91 | |
Visa Inc Class A | Financial Services | 1.81 |
E-mini S&P 500 Future Mar 24 | 1.44 | |
Increase Decrease New since last portfolio | ||
Mercer Low Volatility Equity Fund M-1 GBP Acc |