Mercer Indexed Moderate
WFS0589AU
Mercer Indexed Moderate WFS0589AU Strategy
The Fund invests in a mix of defensive assets (around 50%) such as cash and fixed interest and growth assets (around 50%) such as shares and property. The Fund’s exposure to these asset classes will be obtained primarily by investing into sector specific funds.
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.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: July 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).
funds
Listed Investment Companies monthly performance: June 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,091.80 | 30.70 | -0.34% |
| CAC 40 | 7,818.22 | 78.71 | -1.00% |
| DAX 40 | 23,329.24 | 419.62 | -1.77% |
| Dow JONES (US) | 45,757.90 | 125.55 | -0.27% |
| FTSE 100 | 9,195.66 | 81.37 | -0.88% |
| HKSE | 26,825.37 | 386.86 | 1.46% |
| NASDAQ | 22,333.96 | 14.79 | -0.07% |
| Nikkei 225 | 44,816.14 | 86.13 | -0.19% |
| NZX 50 Index | 13,228.38 | 6.51 | -0.05% |
| S&P 500 | 6,606.76 | 8.52 | -0.13% |
| S&P/ASX 200 | 8,815.80 | 32.70 | -0.37% |
| SSE Composite Index | 3,874.63 | 12.76 | 0.33% |