Mercer Indexed International Shares Fund
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101156-2024-01-20-02:32.pdf |
FUND MANAGER | Advance asset management |
ASX Code | |
APIR | ADV0056AU |
ASSET CLASS | EXCHANGE TRADED FUNDS |
INVESTMENT STYLE | The Fund invests in a wide range of international shares, listed or expected to be listed, on world stock exchanges, including emerging markets. |
INVESTMENT PROFILE | The Fund seeks to provide investors with similar returns before fees to those of its benchmark index. |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 31-05-1999 |
BENCHMARK | MSCI World ex Australia (Standard) Index (Net Dividends) in AUD |
FUND SIZE | MSCI World ex Australia (Standard) Index (Net Dividends) in AUD |
DISTRIBUTION FREQUENCY | Yearly |
NO. OF HOLDINGS | |
FEES | 0.18% p.a. |
STRUCTURE |
Benefits
Benefits | The key benefits of the Fund are as follows:
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RISK LEVEL | 6 |
INVESTOR SUITABILITY | The Fund suitable for investors seeking index exposure to international shares including emerging markets who have a high tolerance for risk. |
Risks
Title | |
Detail |
Key Features
About the FundAn index fund that aims to provide long term capital growth from a diversified portfolio of international shares with a total investment return (before fees and taxes) that tracks the Benchmark in Australian dollars. About BT's single sector fundsBT's single sector fund options allow you to increase your exposure to asset classes that suit your investment profile, such as Australian or international shares or fixed interest investments, property, or cash. About BT Financial GroupBT Financial Group (BT) is the wealth management arm of the Westpac Group. BT has been helping Australians create, manage and protect their wealth since 1969. Today, it is one of Australia's leading providers of superannuation, investment and insurance products. In both Australia and New Zealand, BT provides a diverse range of investment choices, including funds managed by BT's own team and through alliances with global investment managers. |
Mandate
How we invest your moneyThe Fund invests in a wide range of international shares listed or expected to be listed on world stock exchanges, including emerging markets which are included in the benchmark. |