Mercer Diversified Retirement M-1 GBP

Ranked 14 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The fund seeks medium to long term growth of capital and income. The Sub-Fund will seek to achieve its objective through a policy of primarily holding funds (the Underlying Funds) which in turn invest in assets including equities, bonds, commodities indices (relating to commodities such as energy, agricultural, industrial and precious metals) and Real Estate Investment Trust Securities (REITs) or through direct investment across assets as outlined hereunder.

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 -0.7% -2.4% 2.7% 1.1% -2.1%
2017 5.2% 2.7% 0.0% 0.1% 2.5%
2016 19.5% 4.7% 7.0% 5.2% 1.5%
2015 -5.7% -0.8% 3.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date23/03/2015
  • Share Class size286Mn
  • Base currencyGBP
  • ISIN IE00BV0L7Z36

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management0.19%
  • Initial investment0.00%

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