Morningstar Fund Report
Mercer FlexiSaver High Growth
Performance
30 Apr 2022
Growth of $10,000

Fund: Mercer FlexiSaver High Growth

Index: Morningstar NZ Agg Tgt Alloc NR NZD

Category: Multisector - Aggressive
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -7.31 | 33.29 | 4.12 | -2.89 |
+/- Cat | -2.11 | 0.12 | 0.49 | 0.46 |
+/- Index | -6.08 | 4.28 | -1.85 | -1.62 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.89 | 0.46 | -1.62 | 10 / 27 |
3 Month | -3.54 | 0.55 | 0.28 | 11 / 27 |
1 Year | -1.53 | 1.09 | -4.25 | 9 / 26 |
3 Year | 6.82 | -0.19 | -1.77 | 12 / 25 |
5 Year | 7.68 | -0.11 | -1.68 | 9 / 21 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 11.73 | 12.38 | 10.95 |
Sharpe Ratio | 0.57 | 0.54 | -- |
R-Squared | 88.14 | 85.71 | -- |
Beta | 1.01 | 1.04 | -- |
Alpha | -1.62 | -2.04 | -- |
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 - Aggressive |
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 | -- / -- |