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  5. Mercer Indexed High Growth - Managed fund profile

Mercer Indexed High Growth - Managed Fund

Fund Objective
To provide investors predominantly with high growth returns, which track the overall return of a diversified portfolio of underlying investments.
Fund Strategy
The Fund invests primarily in growth assets such as Australian and international shares and property. The Fund's exposure to these asset classes will be obtained by investing directly into sector specific funds.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 3.42% 8.64% 17.09% 20.17% 8.94% 10.52% 10.23% -%
Growth return 3.15% 8.36% 16.03% 15.24% 1.55% 3.48% 4.34% -%
Income return 0.27% 0.28% 1.06% 4.93% 7.39% 7.04% 5.89% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.91% 7.77% 15.61% 18.4% 8.2% 8.89% 9.42% 9.28%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Mercer Indexed High Growth
Australian Equities
45.35%
International Equities
39.83%
Cash
1.42%
Property
12.99%
Fixed Interest
0.41%
Alternatives
0%
Average Allocation of Peers
Australian Equities
33.38%
International Equities
47.21%
Cash
5.54%
Property
5.48%
Fixed Interest
5.14%
Alternatives
3.25%

General Information

Fund Details
Type Description
Mercer Indexed High Growth (Wholesale)
WFS0592AU
Multisector Aggressive
starstarstarstar (as at 31 Mar 2024)
Investment Fund
1 Aug 2016
$454.77 million (as at 22 Apr 2024)
$1.3063 (as at 23 Apr 2024)
$1.3043 (as at 23 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 0.22% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $500,000
Minimum additional investments
Minimum redemption amount

FAQs about the Mercer Indexed High Growth

The objective of the Mercer Indexed High Growth managed fund is To provide investors predominantly with high growth returns, which track the overall return of a diversified portfolio of underlying investments.

The strategy of the Mercer Indexed High Growth managed fund is The Fund invests primarily in growth assets such as Australian and international shares and property. The Fund's exposure to these asset classes will be obtained by investing directly into sector specific funds.

The APIR code of the Mercer Indexed High Growth managed fund is WFS0592AU.

Mercer Indexed High Growth’s total return last month was 3.42%. This was made up of a growth return of 3.15% and an income return of 0.27%. These returns were calculated as at 31 Mar 2024.

Mercer Indexed High Growth’s total return for the last three months was 8.64%. This was made up of a growth return of 8.36% and an income return of 0.28%%. These returns were calculated as at 31 Mar 2024.

Mercer Indexed High Growth’s one-year total return is 20.17%. This was made up of a growth return of 15.24% and an income return of 4.93%. These returns were calculated as at 31 Mar 2024.

Mercer Indexed High Growth’s one-year total return is 10.52%. This was made up of a growth return of 3.48% and an income return of 7.04%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the Mercer Indexed High Growth managed fund is :

Australian Equities
45.35%
International Equities
39.83%
Cash
1.42%
Property
12.99%
Fixed Interest
0.41%
Alternatives
0%

The Mercer Indexed High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 22 Apr 2024, the size of the Mercer Indexed High Growth managed fund was $454.77 million.

The Mercer Indexed High Growth managed fund has an inception date of 1 Aug 2016.

The current entry price of the Mercer Indexed High Growth managed fund is $1.3063 per unit and the current exit price is $1.3043 per unit (as at 23 Apr 2024).

The current exit price of the Mercer Indexed High Growth managed fund is $1.3043 per unit and the current entry price is $1.3063 per unit (as at 23 Apr 2024).

The minimum initial investment amount for the Mercer Indexed High Growth managed fund is $500,000. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.