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Mercer Passive Global Equity Z-1 USD

Ranked 1798 out of 3257 in - Global over 12 months
All calculations are in USD unless stated


The objective of the fund is to seek long term growth of capital and income by investing predominantly in a diversified portfolio of global equity securities. The Sub-Fund may invest no more than 10% of its Net Asset Value in equity securities listed or traded on Moscow Exchange Level 1 or Moscow Exchange Level 2 in Russia. The Sub-Fund will invest at least 80% of its net assets in securities issued in markets which are listed as developed markets by a global equity index provider such as MSCI or FTSE. No more than 20% of the net assets of the Sub-Fund may be invested in aggregate in securities issued in markets other than those listed as developed markets by a global equity index.

Showing fund performance globally. You can view performance in individual jurisdictions.


Global over : 28/02/2017 - 28/02/2018
  • Rank 1798/3257 Total Return
  • Rank 809/3257 Standard Deviation
  • Rank 1526/3257 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 22.4% 6.4% 4.1% 4.9% 5.4%
2016 7.6% -0.4% 1.3% 4.7% 1.8%
2015 -0.9% 2.3% 0.3% -8.4% 5.5%
2014 4.9% 1.3% 4.8% -2.1% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Ireland

Fund Info

  • Launch date16/10/2013
  • Share Class size885Mn
  • Base currencyUSD
  • ISIN IE00BF49PQ81

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0


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