Mercer Short Duration Fixed Income Fund Class Y-3 · NASDAQ:MSDYX

Mercer Short Duration Fixed Income Fund Class Y-3 — Mercer Private Wealth — Fact Sheet (March 2021)

3 slides from Mercer Short Duration Fixed Income Fund Class Y-3's fact sheet, Mar 31, 2021

1. Slide 1: Fund Objective, Performance and Portfolio Managers

   31 MARCH 2021 FUND OBJECTIVE To grow the capital value of the strategy as well as to generate some degree of income. MMPS 3 is designed for an investor witha time horizon of more than three years, and a lower tolerance for risk, that can only accept small to moderate variation or disruption to capit

2. Slide 2: Asset Allocation and Portfolio Holdings

   31 MARCH 2021 ASSET ALLOCATION @ UK EQUITIES m@ NORTH AMERICA EQUITIES m EUROPE EX UK EQUITIES JAPAN EQUITIES ASIA PACIFIC EQUITIES EMERGING MARKETS EQUITIES m PROPERTY m INFRASTRUCTURE @ GROWTH BONDS m@ DEFENSIVE BONDS CASH m@ COMMODITIES PORTFOLIO HOLDINGS Mercer Active UK Equity Baillie Gifford i

3. Slide 3: Important Information

   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

Mercer Private Wealth — Fact Sheet (March 2021) on 6ix