Morningstar Fund Report
Mercer FlexiSaver Growth
Fund Report | Report generated 23 May 2022 | 
Performance
30 Apr 2022
Growth of $10,000
Fund: Mercer FlexiSaver Growth
Index: Morningstar NZ Growth Tgt Alloc NR NZD
Category: Multisector - Growth
Financial Year Total Returns
| Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
|---|---|---|---|---|
| Fund | -6.04 | 27.53 | 3.23 | -2.71 |
| +/- Cat | -2.60 | -1.22 | -0.33 | 0.16 |
| +/- Index | -5.59 | 5.31 | -0.30 | -1.27 |
Trailing Total Returns
as at 30 Apr 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -2.71 | 0.16 | -1.27 | 27 / 66 |
| 3 Month | -3.65 | -0.16 | -0.28 | 28 / 66 |
| 1 Year | -1.84 | -0.04 | -2.32 | 27 / 65 |
| 3 Year | 5.66 | -1.20 | -0.78 | 44 / 59 |
| 5 Year | 6.51 | -1.05 | -1.02 | 41 / 50 |
Risk Analysis
as at 30 Apr 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 9.94 | 10.84 | 8.97 |
| Sharpe Ratio | 0.54 | 0.57 | -- |
| R-Squared | 89.06 | 88.11 | -- |
| Beta | 1.05 | 1.13 | -- |
| Alpha | -0.93 | -0.64 | -- |
Fund Details
| Fund Inception | 10 Sep 2015 |
| Responsible Entity | Mercer (N.Z.) Limited |
| Fund Manager | Mercer (N.Z.) Limited |
| Base Currency | $NZ |
| Net Assets $Mil (as at --) |
-- |
| Minimum Investment $ | -- |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating 
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Quick Stats
as at --
| APIR Code | -- |
| Legal Type | Investment Trusts |
| Status | Open |
| Category | Multisector - Growth |
| Entry Price $ | -- |
| Exit Price $ | -- |
| Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
Prosective Fees & Costs
as at --
| Total Cost Ratio (Prospective) | -- |
| Investment Management Fee | -- |
| Performance Fee Costs | -- |
| Administration Fees & Costs | -- |
| Buy Spread/Sell Spread | -- / -- |