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  5. Mercer Australian Inflation Plus - Managed fund profile

Mercer Australian Inflation Plus - Managed Fund

Fund Objective
The Fund aims to achieve a return (before management costs) that exceeds CPI increases by 1.0 - 2.0% per annum over rolling three year periods
Fund Strategy
The Fund invests in inflation linked bonds and interest rate protection strategies using a partly actively managed, multi-manager approach. Diversification is achieved across a range of bond maturities with a focus on operational efficiency.

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 1.28% 1.79% 0.3% 0.34% 0.67% 3.4% 2.99% 2.91%
Growth return 1.28% 1.79% 0.3% -% -6.99% -4.61% -4.02% -1.68%
Income return 0% 0% 0% -% 7.66% 8.01% 7.01% 4.59%
Market index (Bloomberg AusBond Infl 0-10Y TR AUD)
Total return -0.25% 1.36% 0.5% 4.3% 3.03% 3.8% 3.19% 4.49%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Mercer Australian Inflation Plus
Cash
26.21%
Fixed Interest
73.72%
Alternatives
0.07%
Average Allocation of Peers
Cash
17.31%
Fixed Interest
82.67%
Alternatives
0.02%

General Information

Fund Details
Type Description
Mercer Australian Inflation Plus (Wholesale)
Mercer Investments (Australia) Limited
MIN0031AU
Bonds - Inflation - Linked
starstarstarstarstar (as at 31 Oct 2024)
Investment Fund
8 Feb 2010
$889.41 million (as at 21 Nov 2024)
$0.7306 (as at 21 Nov 2024)
$0.728 (as at 21 Nov 2024)
Open
Offer information
Type Description
MER 0.55% (as at 8 Feb 2024)
Indirect Cost Ratio (ICR) - Estimated 0.55% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0.06
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount $5,000.00

FAQs about the Mercer Australian Inflation Plus

The objective of the Mercer Australian Inflation Plus managed fund is The Fund aims to achieve a return (before management costs) that exceeds CPI increases by 1.0 - 2.0% per annum over rolling three year periods

The strategy of the Mercer Australian Inflation Plus managed fund is The Fund invests in inflation linked bonds and interest rate protection strategies using a partly actively managed, multi-manager approach. Diversification is achieved across a range of bond maturities with a focus on operational efficiency.

The APIR code of the Mercer Australian Inflation Plus managed fund is MIN0031AU.

Mercer Australian Inflation Plus’s total return last month was 1.28%. This was made up of a growth return of 1.28% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Mercer Australian Inflation Plus’s total return for the last three months was 1.79%. This was made up of a growth return of 1.79% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Mercer Australian Inflation Plus’s one-year total return is 0.34%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

Mercer Australian Inflation Plus’s one-year total return is 3.4%. This was made up of a growth return of -4.61% and an income return of 8.01%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Mercer Australian Inflation Plus managed fund is :

Cash
26.21%
Fixed Interest
73.72%
Alternatives
0.07%

The Responsible Entity for the Mercer Australian Inflation Plus managed fund is Mercer Investments (Australia) Limited.

The Mercer Australian Inflation Plus managed fund belongs to the Bonds - Inflation - Linked sector/asset class.

As at 21 Nov 2024, the size of the Mercer Australian Inflation Plus managed fund was $889.41 million.

The Mercer Australian Inflation Plus managed fund has an inception date of 8 Feb 2010.

The current entry price of the Mercer Australian Inflation Plus managed fund is $0.7306 per unit and the current exit price is $0.728 per unit (as at 21 Nov 2024).

The current exit price of the Mercer Australian Inflation Plus managed fund is $0.728 per unit and the current entry price is $0.7306 per unit (as at 21 Nov 2024).

The minimum initial investment amount for the Mercer Australian Inflation Plus managed fund is $500,000. Minimum additional investment is $5000.

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.