Mercer Indexed Growth
WFS0591AU
Mercer Indexed Growth WFS0591AU Strategy
The Fund invests in a diverse mix of assets with an emphasis (about 85%) on the growth oriented assets of Australian and international shares, and investment (about 15%) in the defensive assets of cash and fixed interest providing some income and stability of returns. The Fund’s exposure to these asset classes will be obtained by investing directly 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.
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Listed Investment Companies monthly performance: January 2026
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 | 9,164.90 | 7.20 | 0.08% |
| CAC 40 | 8,089.23 | 78.50 | -0.96% |
| DAX 40 | 23,981.47 | 223.89 | -0.92% |
| Dow JONES (US) | 48,501.27 | 403.51 | -0.83% |
| FTSE 100 | 10,497.90 | 13.77 | 0.13% |
| HKSE | 25,321.34 | 446.74 | -1.73% |
| NASDAQ | 22,807.48 | 290.79 | 1.29% |
| Nikkei 225 | 55,278.06 | 1,000.99 | -1.78% |
| NZX 50 Index | 13,617.89 | 2.32 | -0.02% |
| S&P 500 | 6,816.63 | 52.87 | -0.77% |
| S&P/ASX 200 | 8,940.30 | 3.30 | 0.04% |
| SSE Composite Index | 4,108.57 | 26.09 | 0.64% |