Morningstar Fund Report
Mercer FlexiSaver Growth
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 2022Total 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 20223-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 |
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3 Year |
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5 Year |
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10 Year |
Prosective Fees & Costs
as at --
Total Cost Ratio (Prospective) | -- |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |