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  5. Mercer Multi-manager High Growth Wholesale - Managed fund profile

Mercer Multi-manager High Growth Wholesale - Managed Fund

Fund Objective
To provide very high total returns (before fees and taxes) over the long term through capital growth by investing in growth assets.
Fund Strategy
The Fund invests primarily in growth assets such as Australian and international shares with some exposure to property. The Fund's exposure to these asset classes will be obtained primarily by investing into our sector specific funds. The Fund may also hold assets directly, including derivatives, currency and other unit trusts.

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 2.98% 7.85% 15.09% 17.24% 6.93% 7.82% 8.58% 8.42%
Growth return 2.6% 7.44% 14.33% 13.33% 1.58% 2.77% 4.46% 0.65%
Income return 0.38% 0.41% 0.76% 3.91% 5.35% 5.05% 4.12% 7.77%
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 Multi-manager High Growth Wholesale
Australian Equities
36.24%
International Equities
46.99%
Cash
4.83%
Property
6.68%
Fixed Interest
2.07%
Alternatives
3.19%
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 Multi-manager High Growth Wholesale (Wholesale)
BTA0246AU
Multisector Aggressive
starstarstar (as at 31 Mar 2024)
Investment Fund
1 Nov 2002
$252.77 million (as at 22 Apr 2024)
$1.0165 (as at 22 Apr 2024)
$1.0132 (as at 22 Apr 2024)
Closed
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 0.88% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $500,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2023)

Holding (as at 28 Feb 2023) Type % of Portfolio
Advance Australia Shr Multi-Blend Mutual Fund - Open End 35.13%
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FAQs about the Mercer Multi-manager High Growth Wholesale

The objective of the Mercer Multi-manager High Growth Wholesale managed fund is To provide very high total returns (before fees and taxes) over the long term through capital growth by investing in growth assets.

The strategy of the Mercer Multi-manager High Growth Wholesale managed fund is The Fund invests primarily in growth assets such as Australian and international shares with some exposure to property. The Fund's exposure to these asset classes will be obtained primarily by investing into our sector specific funds. The Fund may also hold assets directly, including derivatives, currency and other unit trusts.

The APIR code of the Mercer Multi-manager High Growth Wholesale managed fund is BTA0246AU.

Mercer Multi-manager High Growth Wholesale’s total return last month was 2.98%. This was made up of a growth return of 2.6% and an income return of 0.38%. These returns were calculated as at 31 Mar 2024.

Mercer Multi-manager High Growth Wholesale’s total return for the last three months was 7.85%. This was made up of a growth return of 7.44% and an income return of 0.41%%. These returns were calculated as at 31 Mar 2024.

Mercer Multi-manager High Growth Wholesale’s one-year total return is 17.24%. This was made up of a growth return of 13.33% and an income return of 3.91%. These returns were calculated as at 31 Mar 2024.

Mercer Multi-manager High Growth Wholesale’s one-year total return is 7.82%. This was made up of a growth return of 2.77% and an income return of 5.05%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the Mercer Multi-manager High Growth Wholesale managed fund is :

Australian Equities
36.24%
International Equities
46.99%
Cash
4.83%
Property
6.68%
Fixed Interest
2.07%
Alternatives
3.19%

The Mercer Multi-manager High Growth Wholesale managed fund belongs to the Multisector Aggressive sector/asset class.

As at 22 Apr 2024, the size of the Mercer Multi-manager High Growth Wholesale managed fund was $252.77 million.

The Mercer Multi-manager High Growth Wholesale managed fund has an inception date of 1 Nov 2002.

The current entry price of the Mercer Multi-manager High Growth Wholesale managed fund is $1.0165 per unit and the current exit price is $1.0132 per unit (as at 22 Apr 2024).

The current exit price of the Mercer Multi-manager High Growth Wholesale managed fund is $1.0132 per unit and the current entry price is $1.0165 per unit (as at 22 Apr 2024).

The minimum initial investment amount for the Mercer Multi-manager High Growth Wholesale 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.