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About

Morningstar Fund Report

Mercer LifetimePlus

Retail

Fund Report | Report generated 17 Aug 2017 |

Performance

--

Growth of $10,000

No Chart Available

Financial Year Total Returns

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Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 07 Sep 2015
Responsible Entity Mercer Investments (Australia) Limited
Fund Manager Mercer Investments (Australia) Limited
Base Currency $A
Net Assets $Mil
(as at 30 Jun 2017)
0.28
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions Quarterly

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 0.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 5.835
International Fixed Interest 23.729
Cash 70.435
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 30 Jun 2017

APIR Code MIN0117AU
Legal Type Allocated Pension
Status Open
Category Australian Short Term Fixed Interest
Entry Price $ 1.0000
Exit Price $ 1.0000
Exit Price
1 Week Change $
0.0000

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.0000

Annual

ICR pa (30 Jun 2016) 0.4666
Max Management Fee pa 0.40%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2016)
0.00%
Max Brokerage 0.0000