Mercer Low Volatility Equity Fund A17 0.5200 D GBP Inc HedgedRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 18.3 | -13.0 | 13.1 | 3.8 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 16/05/2024 | GBP 158.47 | |
Day Change | 0.04% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE00BK51X085 | |
Fund Size (Mil) 16/05/2024 | USD 815.06 | |
Share Class Size (Mil) 16/05/2024 | GBP 1.29 | |
Max Initial Charge | - | |
Ongoing Charge 20/03/2024 | 0.93% |
Investment Objective: Mercer Low Volatility Equity Fund A17 0.5200 D GBP Inc 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 25/03/2020 |
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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 A17 0.5200 D GBP Inc 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 A17 0.5200 D GBP Inc Hedged |