Mercer Ethical Leaders Balanced Fd
23780
Mercer Ethical Leaders Balanced Fd 23780 Strategy
The Fund aims to provide capital growth over the longer-term with moderate levels of volatility and to outperform, over the medium term, the weighted average return of the market indices used to measure performance of the underlying funds/assets in which the fund invests.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
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Listed Investment Companies monthly performance: September 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,849.60 | 7.00 | -0.08% |
| CAC 40 | 8,126.33 | 43.76 | -0.54% |
| DAX 40 | 23,588.99 | 287.56 | -1.20% |
| Dow JONES (US) | 47,055.31 | 401.91 | -0.85% |
| FTSE 100 | 9,687.94 | 10.43 | -0.11% |
| HKSE | 26,384.28 | 188.18 | -0.71% |
| NASDAQ | 22,883.94 | 16.65 | -0.07% |
| Nikkei 225 | 50,323.91 | 52.62 | -0.10% |
| NZX 50 Index | 13,459.15 | 5.31 | -0.04% |
| S&P 500 | 6,723.72 | 10.39 | -0.15% |
| S&P/ASX 200 | 8,571.80 | 7.00 | -0.08% |
| SSE Composite Index | 3,972.03 | 18.46 | -0.46% |