Mercer Diversified Growth M-2 GBP

Ranked 11 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund will invest in a diversified portfolio of assets including shares, equity interests fixed and floating rate bonds issued by government and other corporate entities and indices on which commodities such as energy, agricultural and industrial products and precious metals are traded. The Fund can invest in these securities directly and it can invest up to 100% of its assets in other funds which are consistent with the Fund's investment objectives. No more than 20% may be invested in any one Underlying Fund. Underlying Funds can include other sub-funds of MGI Funds plc.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -0.9% -3.8% 5.0% 2.0% -3.8%
2017 6.6% 3.5% -0.2% 0.4% 2.8%
2016 28.3% 5.3% 9.2% 7.1% 4.2%
2015 2.8% 6.9% -6.4% -3.8% 6.8%
2014 10.2% 1.5% 2.4% 2.0% 4.0%
2013 5.9% 9.0% -3.5% -0.2% 0.9%
2012 8.6% 4.5% -1.5% 4.2% 1.2%
2011 -7.0% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date08/06/2011
  • Share Class size2,540Mn
  • Base currencyGBP
  • ISIN IE00B3LRJJ25

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • Initial investment3.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).