Mercer Short Duration Fixed Income Fund Class Y-3 · NASDAQ:MSDYX
Mercer Short Duration Fixed Income Fund Class Y-3 — Mercer — Fact Sheet (June 2021)
3 slides from Mercer Short Duration Fixed Income Fund Class Y-3's fact sheet, Jun 30, 2021
Slide 1: Fund objective, performance and portfolio manager
30 JUNE 2021 op Service FUND OBJECTIVE To grow the capital value of the strategy as well as to generate some degree of income. MMPS 4 is designed for an investor witha time horizon of more than three years, and a lower to medium tolerance for risk that can only accept moderate variation or disruptio
Slide 2: Asset allocation and portfolio holdings
30 JUNE 2021 ASSET ALLOCATION m UK EQUITIES JAPAN EQUITIES m PROPERTY m DEFENSIVE BONDS PORTFOLIO HOLDINGS Mercer Active UK Equity Baillie Gifford Mercer Global Equity Alliance Bernstein, Arrowstreet, Baillie Gifford, Maj Invest and Wellington iShares North American Equity Index iShares Continental
Slide 3: Important information and contact
IMPORTANT INFORMATION This does not contain regulated investment advice in respect of actions you should take. No investment decision should be made based on this information without obtaining prior specific, professional advice relating to your own circumstances. This does not constitute an offer o