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  5. Mercer Hedged International Shares Plus - Managed fund profile

Mercer Hedged International Shares Plus - Managed Fund (Closed)

Fund Objective
The fund aims to achieve a return (over the medium to longer term) which is competitive with comparable funds that have similar risk characteristics. The fund aims to outperform the notional return of a benchmark portfolio of suitable market indices over periods of one year or greater. Recommended timeframe - 7 years or longer.
Fund Strategy
The Fund invests in international shares using a multimanager approach by using investment managers who may take advantage of innovative and higher-return seeking investment strategies. Returns are hedged back into Australian dollars.

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 -0.87% 1.6% 0.59% -1.99% 4.43% 10.38% 9.22% -%
Growth return -0.87% 1.6% 0.59% -5.33% -31.89% -17.19% -8.94% -%
Income return 0% 0% 0% 3.34% 36.32% 27.57% 18.16% -%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 30 Jun 2016. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Mercer Hedged International Shares Plus
Australian Equities
0.68%
International Equities
93.21%
Cash
4.51%
Property & Infrastructure
1.45%
Fixed Interest
0.15%
Alternatives
0%
Average Allocation of Peers
Australian Equities
0.06%
International Equities
98.26%
Cash
1.45%
Property & Infrastructure
0.20%
Fixed Interest
0.03%
Alternatives
0%

General Information

Fund Details
Type Description
Mercer Hedged International Shares Plus (Wholesale)
Closed
Mercer Investments (Australia) Limited
MIN0081AU
Equity World - Currency Hedged
starstarstar (as at 30 Jun 2016)
Investment Fund
30 Sep 2007
$15.37 million (as at 30 Jun 2016)
$0.3447 (as at 30 Jun 2016)
$0.3429 (as at 30 Jun 2016)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 1.16% (as at 30 Jun 2015) (Estimated)
Minimum initial investment $100,000
Minimum additional investments $5,000.00

FAQs about the Mercer Hedged International Shares Plus

The objective of the Mercer Hedged International Shares Plus managed fund is The fund aims to achieve a return (over the medium to longer term) which is competitive with comparable funds that have similar risk characteristics. The fund aims to outperform the notional return of a benchmark portfolio of suitable market indices over periods of one year or greater. Recommended timeframe - 7 years or longer.

The strategy of the Mercer Hedged International Shares Plus managed fund is The Fund invests in international shares using a multimanager approach by using investment managers who may take advantage of innovative and higher-return seeking investment strategies. Returns are hedged back into Australian dollars.

The APIR code of the Mercer Hedged International Shares Plus managed fund is MIN0081AU.

Mercer Hedged International Shares Plus’s total return last month was -0.87%. This was made up of a growth return of -0.87% and an income return of 0%. These returns were calculated as at 30 Jun 2016.

Mercer Hedged International Shares Plus’s total return for the last three months was 1.6%. This was made up of a growth return of 1.6% and an income return of 0%%. These returns were calculated as at 30 Jun 2016.

Mercer Hedged International Shares Plus’s one-year total return is -1.99%. This was made up of a growth return of -5.33% and an income return of 3.34%. These returns were calculated as at 30 Jun 2016.

Mercer Hedged International Shares Plus’s one-year total return is 10.38%. This was made up of a growth return of -17.19% and an income return of 27.57%. These returns were calculated as at 30 Jun 2016.

The asset allocation of the Mercer Hedged International Shares Plus managed fund is :

Australian Equities
0.68%
International Equities
93.21%
Cash
4.51%
Property & Infrastructure
1.45%
Fixed Interest
0.15%
Alternatives
0%

The Responsible Entity for the Mercer Hedged International Shares Plus managed fund is Mercer Investments (Australia) Limited.

The Mercer Hedged International Shares Plus managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 30 Jun 2016, the size of the Mercer Hedged International Shares Plus managed fund was $15.37 million.

The Mercer Hedged International Shares Plus managed fund has an inception date of 30 Sep 2007.

The current entry price of the Mercer Hedged International Shares Plus managed fund is $0.3447 per unit and the current exit price is $0.3429 per unit (as at 30 Jun 2016).

The current exit price of the Mercer Hedged International Shares Plus managed fund is $0.3429 per unit and the current entry price is $0.3447 per unit (as at 30 Jun 2016).

The minimum initial investment amount for the Mercer Hedged International Shares Plus managed fund is $100,000. 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.