Mercer Conservative Growth Fund
About this Fund
|FUND MANAGER||Mercer Investments (Australia)|
|INVESTMENT STYLE||The Fund invests in mostly defensive orientated assets, including fixed interest and cash.|
|INVESTMENT PROFILE||The Fund aims to achieve a return (before management costs) that exceeds CPI increases by at least 2.0% per annum over rolling three-year periods.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||Consumer Price Index|
|FUND SIZE||Consumer Price Index|
|NO. OF HOLDINGS|
Benefits of investing in the Mercer Conservative Growth Fund
The Fund brings together Mercer's investment beliefs, best ideas and global research to provide investors with access to:
Low to Medium
This Fund may be suitable for you if you:
The Fund invests in mostly defensive orientated assets, including fixed interest and cash. Diversification is achieved at the asset class, manager, country, sector and security levels, with a focus on operational efficiency and sustainability.
International assets held by the Fund may be fully hedged, partially hedged, or unhedged for fluctuations in the Australian dollar against other currencies.
Mercer selects investment managers for the Fund, drawing on our extensive research network to establish an optimal combination of specialist managers. Mercer's investment manager research focuses on each manager's strength in idea generation, portfolio construction, implementation and business management.
We manage and monitor the managers on your behalf. Therefore we may remove, replace, or appoint additional investment managers at our discretion at any time.
How we invest your money
(Asset classes: Neutral / Minimum-Maximum)