InvestSMART

Mercer CSD - SmartPath - Born 1984to1988 Sup - Managed Fund (Closed)

Fund Objective
Fund Strategy

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 3.24% 0.48% 0.4% 11.35% 10.13% 10.3% 7.74% -%
Growth return 3.3% 0.67% -% -% -% -% -% -%
Income return -0.06% -0.19% -% -% -% -% -% -%
As at 30 Apr 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details
Type Description
Mercer CSD - SmartPath - Born 1984to1988 Sup
Closed
Not Rated
Unknown
31 Dec 2013
n/a
$2.5679 (as at 7 May 2026)
$2.5679 (as at 7 May 2026)
Finalised
Offer information
Type Description
MER 0.81% (as at 30 Apr 2026)
Savings plan comments
Redemption comments
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FAQs about the Mercer CSD - SmartPath - Born 1984to1988 Sup

The objective of the Mercer CSD - SmartPath - Born 1984to1988 Sup managed fund is

The strategy of the Mercer CSD - SmartPath - Born 1984to1988 Sup managed fund is

The APIR code of the Mercer CSD - SmartPath - Born 1984to1988 Sup managed fund is .

Mercer CSD - SmartPath - Born 1984to1988 Sup’s total return last month was 3.24%. This was made up of a growth return of 3.3% and an income return of -0.06%. These returns were calculated as at 30 Apr 2026.

Mercer CSD - SmartPath - Born 1984to1988 Sup’s total return for the last three months was 0.48%. This was made up of a growth return of 0.67% and an income return of -0.19%%. These returns were calculated as at 30 Apr 2026.

Mercer CSD - SmartPath - Born 1984to1988 Sup’s one-year total return is 11.35%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2026.

Mercer CSD - SmartPath - Born 1984to1988 Sup’s one-year total return is 10.3%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2026.

The asset allocation of the Mercer CSD - SmartPath - Born 1984to1988 Sup managed fund is :

Alternatives
100%

As at , the size of the Mercer CSD - SmartPath - Born 1984to1988 Sup managed fund was $ million.

The Mercer CSD - SmartPath - Born 1984to1988 Sup managed fund has an inception date of 31 Dec 2013.

The current entry price of the Mercer CSD - SmartPath - Born 1984to1988 Sup managed fund is $2.5679 per unit and the current exit price is $2.5679 per unit (as at 7 May 2026).

The current exit price of the Mercer CSD - SmartPath - Born 1984to1988 Sup managed fund is $2.5679 per unit and the current entry price is $2.5679 per unit (as at 7 May 2026).

The minimum initial investment amount for the Mercer CSD - SmartPath - Born 1984to1988 Sup managed fund is $.

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.