Morningstar Fund Report
Mercer FlexiSaver High Growth
Fund Report | Report generated 23 May 2022 | 
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 2022| Total 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 2022| 3-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 |
|
| 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 | -- / -- |