Irish EUR

Mercer Global Buy & Maintain Credit Fund Z-1€ Hedged (0P0000Y0SN.F)

128.20 +1.55 (+1.22%)
As of July 7 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating 5
YTD Return --
5y Average Return --
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return 9.66%
Worst 1Y Total Return -4.21%
Best 3Y Total Return 9.66%
Worst 3Y Total Return 1.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000Y0SN.F
Category
YTD
0.61%
0.57%
1-Month
0.63%
0.06%
3-Month
-2.04%
0.57%
1-Year
4.87%
0.40%
3-Year
2.28%
1.60%
5-Year
2.51%
2.12%
10-Year
0.00%
3.32%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000Y0SN.F
Category
2020
--
--
2019
9.66%
--
2018
-4.21%
--
2017
3.61%
--
2016
4.95%
--
2015
-0.45%
-1.07%
2014
7.96%
5.13%
2013
--
-0.64%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -5.65% -- -- --
2019 4.02% 3.06% 2.27% 0.02%
2018 -2.33% -1.26% 0.10% -0.76%
2017 0.70% 1.62% 0.53% 0.72%
2016 3.54% 3.00% 1.96% -3.48%
2015 2.36% -3.01% 0.41% -0.14%
2014 2.54% 2.32% 0.79% 2.10%
2013 -2.76% 0.96% 0.59% --

Rank in Category (By Total Return)

YTD 55
1-Month 46
3-Month 75
1-Year 16
3-Year 15
5-Year 3

Load Adjusted Returns

1-Year 4.87%
3-Year 2.28%
5-Year 2.51%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.84
Morningstar Risk Rating

Fund Overview

Category Global Bond - EUR Hedged
Fund Family Mercer Global Investments Management Ltd
Net Assets --
YTD Return 0.61%
Yield 0.00%
Morningstar Rating
Inception Date Feb 07, 2013

Fund Summary

The investment obiective of the Sub-Fund is to provide income and capital growth. The Sub-Fund will seek to achieve its objective by investing in a diversified range of bonds, fixed income securities and units/shares of open ended fixed income investment funds. The Sub-Fund will seek to pursue an investment policy characterised by a tendency towards maintaining positions, rather than actively trading positions at a high frequency, and positions will generally be selected by the Investment Manager (or its delegate) which are expected to provide income and capital growth when such positions are maintained over time.

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