Irish EUR
Mercer Global Buy & Maintain Credit Fund Z-1€ Hedged (0P0000Y0SN.F)
As of July 7 at 9:00:00 PM GMT+1. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 9.66% |
| Worst 1Y Total Return | -4.21% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.84 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000Y0SN.F | Category Average | 0P0000Y0SN.F | Category Average | 0P0000Y0SN.F | Category Average | |
| Alpha | -1.98 | -0 | -0.74 | -0 | -- | -0 |
| BETA | 1.84 | 0.01 | 1.58 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.21 | 0 | 0.22 | 0 | -- | 0 |
| R-squared | 61.34 | 0.62 | 60.14 | 0.61 | -- | 0.57 |
| Standard Deviation | 6.72 | 0.03 | 5.78 | 0.03 | -- | 0.04 |
| Sharpe Ratio | 0.43 | 0.01 | 0.52 | 0.01 | -- | 0.01 |
| Treynor Ratio | 1.45 | 0.02 | 1.8 | 0.02 | -- | 0.02 |
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