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Mercer Passive Global Equity Z-1 USD

Ranked 1465 out of 3229 in - Global over 12 months
All calculations are in USD unless stated

Objective

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.

Performance

Global over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.4% 4.1% 4.9%
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. Ireland

Fund Info

  • Launch date16/10/2013
  • Share Class size722Mn
  • Base currencyUSD
  • ISIN IE00BF49PQ81

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

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