Mercer Moderate Growth Fund
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/100378-2024-01-18-02:32.pdf |
FUND MANAGER | Mercer Investments (Australia) |
ASX Code | |
APIR | MIN0014AU |
ASSET CLASS | MULTI-ASSET |
INVESTMENT STYLE | The Fund invests in a range of both growth and defensive oriented assets, including shares, real assets and alternatives. |
INVESTMENT PROFILE | The Fund aims to achieve a return (before management costs) that exceeds CPI increases by at least 3.0% per annum over rolling four-year periods. |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 30-11-2004 |
BENCHMARK | Consumer Price Index |
FUND SIZE | Consumer Price Index |
DISTRIBUTION FREQUENCY | Half-yearly |
NO. OF HOLDINGS | |
FEES | 0.87% p.a.(including indirect costs) |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Mercer Moderate Growth FundThe Fund brings together Mercer's investment beliefs, best ideas and global research to provide investors with access to:
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RISK LEVEL | 5 |
INVESTOR SUITABILITY | Investor suitabilityThis Fund may be suitable for you if you:
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Risks
Title | |
Detail |
Key Features
Investment strategyThe Fund has allocations towards both growth and
defensive oriented assets, including shares, real assets, alternatives and
fixed interest. 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. Investment managersMercer 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. |
Mandate
How we invest your moneyAsset allocation(Asset classes: Neutral / Minimum-Maximum)
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